1Ask Remi
2Search records
3Compile response
How it works
1
Documents
Because your firm uses projects for each client and uploads documents as standard practice, everything is already indexed and searchable.
2
Chat
Open the client's project and ask: 'Find all documents related to the 2024/25 engagement.'
3
Chat
Remi comes back with a list: documents, dates, summaries. Sorted by date or relevance.
4
Documents
Review what Remi found, add anything missing, and put together your response.
5
Facts
The request and response are saved as Facts, so next time, you have a trail.
The numbers
3 days → 4 hours
Response time
Seconds
To search all client records
Same week
SAR response (vs 30-day limit)