Recognize your team in these scenarios.

The problem

Each matter depends on a complete file — powers of attorney, contracts, filings, evidence — spread across email and shared drives. A missing or expired document is discovered at the worst moment, and confidential material circulates without control.

How DOK Genius handles it

• A document process per matter type prescribes the required documents; every new case opens as a guided dossier that shows exactly what is missing.
• Confidentiality levels and role permissions control who sees each dossier — and DOKPilot answers respect the same rules.
• Validity dates on documents flag expiring items, and the audit trail records every upload, decision and access.

The problem

Every hire needs a signed contract, an occupational health certificate, identification and more — each with its own validity. HR chases documents by email and only finds the gaps during an inspection.

How DOK Genius handles it

• An onboarding process prescribes the employee dossier: signed contract, health certificate, ID — with minimum files and validity rules per document.
• The guided dossier shows progress (2 of 3 complete) and the next action; submission is blocked while mandatory documents are missing.
• Expiring health certificates surface on the dashboard, and DOKPilot answers "which admissions are missing the medical certificate?".

The problem

Administrative and staff documentation — licenses, credentials, insurance, consent forms — carries high confidentiality and hard deadlines, while auditors expect a complete trail of who accessed what.

How DOK Genius handles it

• Document processes per record type keep each dossier structured, with required documents and validity per item (licenses, credentials, insurance).
• Tenant isolation, confidentiality levels and role-based access are enforced everywhere — including before any content reaches the AI.
• Every upload, approval and download is audited, so compliance reviews start from evidence instead of reconstruction.

The problem

Technical dossiers — certifications, inspection reports, equipment records, safety documents — expire on different schedules, and an out-of-date certificate can stop a project or fail an audit.

How DOK Genius handles it

• A process per dossier type (equipment file, site file, certification renewal) prescribes the documents and acceptable file types.
• Validity tracking marks each document as up to date, expiring or expired, with the dashboard highlighting what needs attention in the next 30 days.
• Approval flows record the engineer sign-off before a dossier advances, and DOKPilot finds the right document across projects instantly.

The problem

Each client and each fiscal period demands a set of documents delivered on a calendar — statements, declarations, supporting records. Gaps are found at closing time, when it is most expensive to fix them.

How DOK Genius handles it

• A process per client engagement or fiscal period prescribes the expected documents, so every dossier starts with a clear checklist.
• Progress and SLA tracking show which client files are complete, which are pending and which are overdue — across the whole portfolio.
• DOKPilot answers questions like "which clients have not delivered the bank statements?" using only dossiers the asker may see.