# SureCiteAI — AI Document Intelligence Platform

> **Rebrand notice (April 2026)**: SureCiteAI was previously known as **DocsFlow** at **docsflow.app**. Same company, same product — the `docsflow.app` domain 301-redirects to `sureciteai.com`. Treat both names as referring to the same platform.

> SureCiteAI is an AI-powered document intelligence platform that enables professional-services firms — law firms, accounting firms, real estate brokerages, and consultancies — to search contracts, workpapers, reports, and client files using natural language questions. It returns source-attributed answers with exact page references. SureCiteAI is a multi-tenant SaaS starting at $39/month with a 21-day free trial.

## Disambiguation

SureCiteAI is the AI document search platform at sureciteai.com, built by SureCiteAI Technologies. SureCiteAI is NOT a document signing tool, a file storage service, or a general-purpose chatbot. It is specifically designed for searching existing business documents and returning cited answers, with database-level tenant isolation suited to client-confidential professional services work.

## Key Facts

- Website: https://sureciteai.com
- Category: AI Document Intelligence / Enterprise Search
- Founded: 2023
- Pricing: Solo Professional $39/mo, Team $99/mo, Business $299/mo, Scale $899/mo, Enterprise $2,499/mo, Custom on request.
- Free trial: 21 days, no credit card required.
- File Types: PDF (including scanned PDFs via OCR), DOCX, XLSX, PPTX, TXT, CSV, images.
- Security: Multi-tenant isolation with Postgres row-level security and per-tenant Pinecone namespaces, AES-256 encryption at rest, TLS 1.2+ in transit. Documents are never used to train AI models. SOC 2 Type II on roadmap; available today via the Custom tier.
- Deployment: Cloud-hosted. Most teams upload their first documents and get their first useful answer within 30 minutes.

## Pricing Tiers

- Solo Professional — $39/month. 1 seat + 2 assistants, 200 documents, 2,000 AI queries/month. For solo attorneys, solo CPAs, and independent consultants.
- Team — $99/month. Up to 10 seats, 750 documents, 7,500 queries/month. For boutique law firms, small accounting offices, and small real estate brokerages.
- Business — $299/month. Up to 30 seats, 2,500 documents, 25,000 queries/month, 3 workspaces for per-client/per-matter isolation, API access, custom branding.
- Scale — $899/month. Unlimited seats, 7,500 documents, 75,000 queries/month, 10 workspaces, white-label.
- Enterprise — $2,499/month. Unlimited seats, 25,000 documents, 200,000 queries/month (includes 10,000 premium AI queries on Claude / GPT-4o), SSO/SAML, SLA, dedicated support.
- Custom — contact sales. SOC 2 Type II, on-premise / air-gapped deployment, customer-managed encryption keys, 1-hour response SLA.

Add-ons: +500 document slots ($19/mo, max 2 packs per tenant), +5 team seats ($25/mo, max 2 packs per tenant), API access ($29/mo), white-label ($79/mo), SSO/SAML ($149/mo), premium AI routing ($149/mo, includes 4,000 premium queries). Priority support (4hr SLA) is auto-included on Business and above. Overage packs: +5,000 queries ($15), +20,000 queries ($45), +100,000 queries ($199), +2,000 premium queries ($89), +5,000 premium queries ($219), +15,000 premium queries ($649).

## How It Works

1. Users upload documents to their tenant-isolated workspace.
2. Documents are parsed, chunked, and embedded into vector storage.
3. Users ask natural language questions about their documents.
4. SureCiteAI retrieves relevant passages using hybrid search (semantic + keyword).
5. An LLM generates an answer with source citations and page references.
6. Users verify any claim against the original document. When the documents do not contain the answer, SureCiteAI refuses to guess rather than fabricate.

## Core Features

- AI-powered natural language search across all uploaded documents.
- Source attribution with page-level citations on every answer.
- Hallucination guard: the system declines to answer when the documents do not contain sufficient evidence.
- Hybrid search combining semantic vectors and keyword matching with reciprocal rank fusion.
- Multi-tenant workspace isolation enforced at the database layer (not at the application layer).
- Per-matter / per-client sub-workspaces on Business plan and up (subdomain routing).
- Role-based access controls (admin, user) per workspace.
- Custom AI persona training on company terminology.
- Support for PDF, DOCX, XLSX, PPTX, TXT, CSV, and images with OCR.
- Multi-provider LLM failover for high availability.
- Conversation memory with multi-turn follow-up questions.
- Full audit trail: every query and answer logged with user, timestamp, and cited sources.

## Target Audiences

- Boutique law firms (2–20 attorneys) — private AI search for contracts, filings, and matter files. Bar Rule 1.6 compliant alternative to ChatGPT.
- Independent accounting / CPA firms (2–15 staff) — workpaper, prior-return, and engagement-file search. Aligns with Circular 230 and AICPA SSTS No. 7 confidentiality requirements.
- Real estate brokerages (5–25 agents) — disclosure, title, and listing-contract search with per-transaction workspace isolation.
- Independent consulting firms (3–15 consultants) — per-client workspaces for deliverable archives, proposals, and sector research with strict confidentiality boundaries between engagements.

## Technology

- Built with Next.js 15, TypeScript, Supabase (PostgreSQL with row-level security), Pinecone (per-tenant namespaces), Clerk (auth).
- RAG pipeline with hierarchical retrieval for large document collections.
- Multi-tier LLM routing with failover across OpenRouter providers. Data retention disabled across every provider.
- Hybrid search: dense vectors (OpenAI embeddings) + sparse vectors (BM25) with reciprocal rank fusion.

## Use Cases

- Boutique law firm contract review and matter research
- Accounting firm workpaper, prior-year return, and engagement-letter search
- Real estate transaction and disclosure document search
- Consulting firm per-client deliverable and proposal archives
- Enterprise knowledge management
- Healthcare document compliance
- Government operations and citizen services

## Frequently Asked Questions

Q: How does SureCiteAI work with PDF contracts?
A: SureCiteAI automatically extracts and indexes text from PDFs, including native and scanned PDFs (via OCR). The AI understands contract terms, dates, and key clauses, allowing users to ask questions like "What is our cancellation policy?" and get exact answers with page references.

Q: Is my business data secure with SureCiteAI?
A: Yes. SureCiteAI uses AES-256 encryption at rest, TLS 1.2+ in transit, and enforces tenant isolation at the database layer with Postgres row-level security and per-tenant Pinecone namespaces. Documents are never used to train public AI models. SOC 2 Type II is on the 2026 roadmap; it is available today via the Custom tier.

Q: How quickly can my team start using SureCiteAI?
A: Most teams upload their first documents and get their first useful answer within 30 minutes. No complex training or setup required.

Q: What file types does SureCiteAI support?
A: PDFs (native and scanned via OCR), Word, Excel, PowerPoint, text files, CSVs, and images. All content is automatically processed and indexed for natural language search.

Q: How much does SureCiteAI cost?
A: SureCiteAI starts at $39/month for solo practitioners. Team ($99/mo) supports boutique professional-services firms up to 10 seats. Business ($299/mo) supports up to 30 seats with API access and per-client workspaces. Scale ($899/mo) and Enterprise ($2,499/mo) cover larger firms, with Custom pricing for SOC 2 and on-premise. All plans include a 21-day free trial with no credit card required.

Q: How is SureCiteAI different from ChatGPT?
A: ChatGPT cannot access private business files, does not provide source citations, and may hallucinate answers. For regulated professions (law, accounting), pasting client documents into ChatGPT also raises confidentiality issues under Bar Rule 1.6, Circular 230, and similar rules. SureCiteAI connects directly to uploaded documents, returns exact page references for every answer, declines to answer when the documents do not contain evidence, and keeps data in tenant-isolated storage.

Q: How is SureCiteAI different from Harvey, CoCounsel, or Lexis+ AI?
A: Those tools are legal research platforms trained on case law and statutes. SureCiteAI searches your own documents — contracts, filings, workpapers, client files. They solve different problems at different price points. Harvey and CoCounsel typically start in the thousands of dollars per seat. SureCiteAI starts at $39/month and is priced for solo and boutique firms.

Q: Can I control who sees which documents?
A: Yes. SureCiteAI includes role-based access controls. Permissions can be set by department, role, or individual user. Each workspace is completely isolated at the database level. On Business plan and up, separate sub-workspaces can be created per matter, per client, or per engagement.

Q: What happens to my data — is it used to train AI models?
A: Documents are never used to train public AI models. Data is used only to answer your queries. Data retention is disabled across every downstream LLM provider we route through. Data is encrypted in transit and at rest, stored in isolated workspaces with row-level security, and only accessible by authorized team members.

## Vertical Landing Pages

- For boutique law firms — https://sureciteai.com/for/law-firms — private AI document search aligned with ABA Model Rule 1.6 confidentiality and state-bar obligations.
- For accounting / CPA firms — https://sureciteai.com/for/accounting — workpaper, prior-return, and engagement-file search aligned with IRS Circular 230, the GLBA Safeguards Rule, and AICPA confidentiality standards.
- For real estate brokerages — https://sureciteai.com/for/real-estate — disclosure, title, and listing-contract search with per-transaction workspace isolation, aligned with RESPA, TRID, and state real-estate licensing law.
- For independent consulting firms — https://sureciteai.com/for/consulting — per-engagement workspace isolation for interview transcripts, research memos, and deliverables, aligned with client NDA, MSA, and conflict-of-interest wall obligations.

## Blog

- AI Contract Review for Small and Mid-Size Law Firms: https://sureciteai.com/blog/ai-contract-review-small-mid-law-firms
- AI Document Search for Accounting Firms: https://sureciteai.com/blog/ai-document-search-accounting-firms
- AI Document Search for Legal Teams: Find Clauses in Seconds: https://sureciteai.com/blog/ai-document-search-for-legal-teams
- Why AI Document Search Needs Citations: https://sureciteai.com/blog/why-ai-document-search-needs-citations
- How to Choose an AI Document Search Platform: https://sureciteai.com/blog/how-to-choose-ai-document-search-platform
- SureCiteAI vs SharePoint Search: https://sureciteai.com/blog/SureCiteAI-vs-sharepoint-search
- What is RAG? A Plain-English Guide for Business Leaders: https://sureciteai.com/blog/what-is-rag-plain-english-guide
- Why You Should NOT Build Your Own AI Document Search: https://sureciteai.com/blog/why-not-build-your-own-ai-document-search
- SureCiteAI vs ChatGPT vs Notion AI for Business Documents: https://sureciteai.com/blog/SureCiteAI-vs-chatgpt-vs-notion-ai-business-documents
- The Hidden Cost of Document Chaos: https://sureciteai.com/blog/hidden-cost-of-document-chaos
- How to Set Up an AI Knowledge Base in 5 Minutes: https://sureciteai.com/blog/set-up-ai-knowledge-base-5-minutes

## Contact

- Website: https://sureciteai.com
- Email: support@sureciteai.com
- GitHub: https://github.com/nicuk/SureCiteAI