Canton, Michigan • Metro Detroit • Nationwide
Legal & Professional Services Software: RAG knowledge & documents that work together
We build secure document pipelines and Retrieval-Augmented Generation (RAG) systems so consultants, attorneys, and accountants can find answers fast - with the source cited and permissions respected.
Overview
Centralize knowledge, control access, and answer with confidence
We design document ingestion and enrichment pipelines - OCR, text extraction, redactions, metadata - then index with powerful search. Our RAG layer retrieves the right passages, cites sources, and enforces matter/client permissions.
Stack: PHP/Python/JavaScript, PostgreSQL/Elasticsearch/OPensearch, vector stores, and cloud-first infrastructure with CI/CD and observability. Integrations with DMS/ECM, eDiscovery, e-sign, and time/expense systems.
Capabilities
What we build for legal & professional services teams
RAG Knowledge Bases
Hybrid retrieval, prompt templates, and source-cited answers with confidence scoring.
Document Management
OCR/PDF parsing, versioning, tags, retention/legal hold, and granular permissions by client/matter or engagement.
Search & Summaries
Fielded search (client, matter, date, type), AI summaries with citations, and timeline views for quick review.
Email & Notes Capture
Ingest mailboxes and notes with threading, dedupe, entity extraction, and auto-linking to matters or engagements.
Client/Matter Portals
Secure sharing, tasking, and Q&A with auditable activity logs and download redactions.
Compliance & Audit
Least-privilege roles, approval workflows, retention schedules, and exportable evidence for audits.
Approach
Cited answers, strong controls, and measurable quality
RAG only helps when retrieval is precise and permissions are enforced. We build evaluation tests, and guardrails so answers stay grounded and safe to use in client work.
- Ingestion: OCR, text extraction, PII detection/redaction
- Indexing: hybrid search, embeddings, fresh-document bias
- RAG: prompt orchestration, citations, confidence thresholds
- Security: row-level access, watermarking, holds
- Quality: regression tests, graded Q&A, feedback loops
Flow: documents/email → enrich & classify → hybrid index → RAG with citations → portal & DMS.
Integrations
Works with your tools and policies
DMS/ECM
NetDocuments, iManage, SharePoint/OneDrive - sync, delta updates, and permission mirroring.
Identity
SSO, MFA, permission mapping to client/matters, and detailed audit logs.
eDiscovery & e-Sign
Load files/productions, legal holds, redaction layers, and DocuSign/Adobe integrations.
Knowledge & Time
Templates/precedents, clause libraries, effort capture, and export to billing systems.
We align to your data residency, retention, and encryption policies; we document controls for reviews and audits.
Use cases
Where RAG & document management add leverage
Brief/memo preparation
Find precedent passages and cite source docs instantly, with inline quotes and links.
Citations Precedents Templates
Engagement kits
Auto-assemble checklists, disclosures, and clauses based on industry, region, and service line.
Templates Rules Approvals
Email/notes to matter
Thread capture, entity extraction, and auto-filing to the right client/matter or engagement.
OCR NER DedupeWhy firms choose Morton Technologies
Senior engineers, predictable delivery, and systems your partners and staff can rely on with clients.
Grounded answers
Every AI response links to the source, with confidence and date - no mystery outputs.
Security by default
Row-level ACLs, encrypted storage, watermarking, and detailed audit trails.
Operational clarity
Dashboards for ingestion health, search quality, and user feedback loops.
FAQ
RAG & document management questions we get a lot
Ready to make your documents actually answer questions?
Share your repositories, policies, and priority use cases. We’ll map the quickest, sanest path to a secure, cited RAG experience.