Turn a pile of documents into an index you can navigate — and share securely.
Quillio builds a structured index across a large set of files, with pinpoint citations that link straight to each document, then lets the lawyer share it as a secure data room — with permissions, access controls, and a full audit trail the lawyer sets and reviews.
Quillio AI Document Index & Dataroom turns a large, unorganised set of documents into a structured index the lawyer can navigate, with pinpoint citations linking each entry to its source document. The lawyer can then share that index as a secure data room for due diligence — controlling who sees what, what external parties can do, and reviewing the index before anyone relies on it.
What it does
Instead of working through an unsorted folder of files, the lawyer points Quillio at the set and it builds a comprehensive index, each entry linked by a pinpoint citation to the document it came from. The lawyer reviews the index, then shares it as a secure data room for due diligence — internal teams and external parties access it through controlled links, with granular permissions on what each party can do, password protection, and a full audit trail of every change and interaction. The lawyer controls access throughout and stays the final reviewer.
What you can do
Build a navigable index
Quillio reads across a large set of files and assembles a structured index, so an unorganised pile becomes something the lawyer can navigate and search.
Pinpoint citations to the source
Every index entry links by a pinpoint citation straight to the document it came from, so the lawyer can open and confirm each point rather than hunt for it.
Share as a secure data room
Turn the reviewed index into a secure data room for due diligence, shared with internal teams and external parties through controlled links the lawyer manages.
Granular permissions and access
Set what each external party can do, password-protect the room, and control access throughout — the lawyer decides who sees what, and can change it at any time.
Full audit trail
Every change and interaction is tracked, so the lawyer has a complete record of who accessed the data room and what they did.
How it helps your practice
- Turn an unorganised set of files into a structured, navigable index instead of working through folders by hand
- Move from any index entry to its source document through a pinpoint citation
- Share due-diligence material as a secure data room rather than emailing files around
- Control exactly what internal teams and external parties can see and do, and revoke access when needed
- Keep a full audit trail of every change and interaction, with the lawyer reviewing the index before anyone relies on it
AI Document Index & Dataroom — questions
How does the index link back to the documents?
Each entry in the index carries a pinpoint citation that links straight to the source document, so the lawyer can open the original and confirm the point rather than searching for it. The lawyer reviews the index before sharing or relying on it.
Can I control what external parties can see and do?
Yes. The lawyer shares the data room through controlled links, sets granular permissions on what each external party can do, password-protects access, and can change or revoke access at any time. You stay in control of who sees what throughout.
Is the data room confidential and secure?
Quillio holds ISO 27001:2022 certification and a SOC 2 Type II attestation, and is aligned to IRAP, the Australian Privacy Principles, and GDPR. Your data is stored in Australia and is never used to train any model, and an enterprise option keeps all AI processing in Australia. The lawyer controls access and permissions, and every change and interaction is recorded in a full audit trail. Quillio is Australian owned and operated, headquartered in Sydney.
Does the lawyer stay in control of the index?
Yes. Quillio builds the index and the data room, but the lawyer reviews the index, decides what is shared, and sets every permission. Quillio assists with the work; the judgement and the access decisions stay with the lawyer.
Where lawyers use this
See Quillio on your own matter.
The fastest way to see this is to point Quillio at a real document set, review the index it builds, and share it as a secure data room. The free trial requires no sales call.