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evoliq

evoliq for law and tax firms

The file grows. The overview stays.

Every new email and additional document can change the status of a matter. evoliq helps your team assign information and clarify open questions using the available documents. The work done remains usable for the rest of the matter.

Nordlicht GmbH / Claim · File 26/104

Has the agreed delivery date changed?

Matter chatFictional matter

Answer from approved documents

The contract specifies 1 September. In the new email, the supplier proposes 3 September. I have not found acceptance in the approved documents. Whether a change was agreed therefore remains open.

Working with the firm module

“Please find the documents attached.” What next?

An email with several attachments arrives. Which documents are new, which belong to the matter and which questions remain open? This example shows how evoliq helps with assignment, answers questions with source references and prepares the next enquiry.

  • Approved inboxes
  • Files & specialist systems
Choose a firm type for the example

  1. Assign incoming documents

    What is new, and which matter does it belong to?

    evoliq suggests which matter the incoming documents belong to and what types of documents they are. Your team can handle these suggestions in an incoming document list and review unclear assignments.

    The incoming document list shows suggested assignments, an attachment already on file and two points your team still needs to check.

    Nordlicht GmbH / Claim · File 26/104

    Fictional matter

    Incoming documents · Assignment for review

    Three attachments. One is already here.

    “Here are the remaining documents for the order.”
    Contract.pdf
    Identical to the version already on file. No additional filing suggested.
    Email-thread.pdf
    New correspondence about the delivery date. Relates to order N-418 and file 26/104.
    Amendment.pdf
    New, unsigned version. Annex 2 mentioned in it is missing from the approved documents.

  2. Ask questions about the matter

    What can the available documents clarify?

    In chat, you can ask questions about approved documents. evoliq shows the source passages supporting the answer and makes missing details visible. Your team can review the answer and clarify the facts further.

    The answer shows what the documents say and which question remains unresolved.

    Nordlicht GmbH / Claim · File 26/104

    Fictional matter

    Matter chat

    What is new since the last meeting?

    Has the agreed delivery date changed?

    Answer from approved documents

    The contract specifies 1 September. In the new email, the supplier proposes 3 September. I have not found acceptance in the approved documents. Whether a change was agreed therefore remains open.

  3. Prepare further work

    Ask targeted questions using what is already known.

    What has already been clarified informs the preparation of enquiries, meetings and tasks. Your team can complete the drafts and decide how the work continues.

    A draft enquiry and the current status are ready for further work on the matter. Your team can develop both.

    Nordlicht GmbH / Claim · File 26/104

    Fictional matter

    Preparation · Not yet sent

    What does the client still need to provide?

    Draft to the client

    Thank you for the documents. Did you agree to the proposed delivery date of 3 September, for example by phone or email? Please also send us Annex 2 mentioned in the amendment and, if available, the signed version of the amendment.

    For further handling
    Delivery date still unclear · Annex 2 not found · Signing of the amendment unresolved.
    When the reply arrives
    Your team adds to the facts. Confirmed details and remaining questions are then also available to the colleague covering the matter.

The proposed starting point

The three applications show a proposed starting point for each type of firm. This includes domain-specific assignment and appropriate output templates. Together, we define the sources, integrations, permissions and processing rules you need. All matters and documents in this example are fictional.

Further possibilities

Which tasks recur in your firm?

Your firm compares documents, reviews drafts and prepares meetings. evoliq can support this work too. The following examples show possible extensions. Which are useful depends on your area of law, advisory engagement and ways of working.

01 · Facts & evidence

Compare statements with available evidence

Which document supports a statement, and where are there contradictory details? evoliq compares statements and relevant source passages for your question. Your team can see which evidence is still needed.

What you can work with next

An overview connects statements to their source passages and the evidence still needed.

A concrete example

What can actually be supported by the available documents?

In a law firm, statements about alleged defects can be compared with photos, acceptance reports and correspondence. In a tax firm, questions from an audit can be compared with the contracts, supporting documents and explanations provided.

02 · Parties & companies

Assign documents to the right person or company

A known sender may write for several companies or include personal documents. evoliq helps identify whom each document concerns. Unclear relationships are presented to your team for review.

What you can work with next

An overview shows the parties and explains suggested assignments.

A concrete example

The sender is known. The assignment is not yet clear.

In a law firm, one contact may represent several companies with separate files. In a tax firm, the same email may contain records for a GmbH and for personal income tax. Documents must be assigned separately as appropriate.

03 · Draft review

Compare drafts with the intended annexes

Do references in the draft match the intended annexes? evoliq compares document references, names, amounts and versions. Specific differences and missing annexes are collected for further review.

What you can work with next

A checklist shows the affected passages, differences and missing annexes.

A concrete example

The text mentions Annex 4. Is it attached?

For a draft pleading, the annex list is compared with the attached documents. For a tax firm's reply, the evidence and periods mentioned can be compared with the intended annexes.

04 · Recurring engagements

Understand the previous year's work

Some questions were already clarified in the previous year. evoliq prepares those findings for the next round of work. It makes clear which details remain useful and which need confirmation again.

What you can work with next

A prior-year comparison shows topics to carry forward and helps frame targeted new questions.

A concrete example

“Why did we treat it this way last year?”

In a tax firm, the previous explanation and related documents can be found. New contracts or changed circumstances are compared. The basis of the earlier treatment and what has since changed remain understandable.

05 · Meeting preparation

Prepare client meetings

What has been added since the last meeting, and what should the next discussion clarify? evoliq brings together new information, previous agreements and open decisions. Your team can develop the meeting materials from this.

What you can work with next

Editable meeting materials with questions, related documents and upcoming decisions.

A concrete example

What should we clarify in the next meeting?

In a law firm, new details and unresolved factual questions can be collected. In a tax firm, this can bring together unusual findings in provided analyses, client explanations and open advisory topics.

06 · Firm knowledge

Develop work aids from resolved cases

Completed work can help with similar tasks. evoliq supports preparing checklists and templates from it. Your team reviews which content can be reused and specifically approves the work aids.

What you can work with next

Approved work aids show their scope, version and the person responsible for their professional upkeep.

A concrete example

Can this solution help with similar tasks?

The responsible person selects suitable content and removes client-specific details. They then review whether the solution can be transferred. The template is available for other matters only after this review and approval.

What evoliq Core contributes

What is clarified in a matter stays useful for further work.

An answered enquiry matters to the next person working on the matter too. Core therefore connects documents, answers and open questions to the right matter. Authorised colleagues can understand the status and build on it.

  • Approved inboxes
  • Files & specialist systems

evoliq Core · Shared context

Matter and work status

  • Sources
  • Relationships
  • Permissions

Firm module

Matter and parties, company and period, document types and output templates

  • Incoming document list
  • Matter chat
  • Working drafts

So AI can understand the documents in their professional context.

In a law firm, documents relate to file references, parties and facts. In a tax firm, company, engagement and period can be crucial. The industry module models these terms and relationships. Appropriate review rules and output templates support each way of working.

So the next person knows where the work stands.

Core records where information comes from, who may access it and what has already been clarified. A confirmed assignment can help with the next question. An answered enquiry is available to authorised colleagues continuing the matter.

What happens when the missing annex arrives?

Your team confirms the additional document. Matter chat can then take it into account, and the document list shows the new status. The next request builds on this and does not ask for that annex again.

More about Core

Our principles

How evoliq fits your firm.

You should be able to use your knowledge under your control and retain freedom when choosing technology. We also want to reduce ongoing effort. We use open components and models suited to each task. We test what this offers your firm early with a specific case.

Sovereignty & deployment

You decide where work happens.

Which deployment model fits your firm's requirements? We clarify this with your IT team, for example for a European cloud or local deployment within your company. On request, we also handle ongoing operations within the agreed scope. You then have a dedicated contact for introduction, development and operations.

One provider on request. On your terms.

Open source & freedom of choice

You retain choices in technology.

A provider's prices, services and terms can change. We therefore use suitable open-source components and interchangeable models. Our aim is to reduce dependence on individual providers and preserve alternatives for your firm.

You can respond to change because alternatives are built in.

Performance & economics

Which model fits which task?

We choose a suitable model for each task. If a smaller model achieves the required quality, it can reduce computing effort and operating costs. We compare quality, response times and total costs in the specific deployment to establish whether this benefits your firm.

For recurring tasks, less effort per case can make a difference.

Getting started & collaboration

Your team works with a concrete example early.

Core and the industry module provide reusable components. We start with a clearly defined workflow that your team can try early. Together, we see what already helps and what still needs adjustment. Your feedback informs further development.

You can judge early where evoliq takes work off your hands.

For your firm, this means

Together, we define which matters are included and who may access which information. We also clarify which results must be reviewed before being shared.

More about technology and deployment

Your firm's starting point

We start with the work occupying your team today.

Where does your team repeatedly need to collect, review or pass on information? We start with such a case. Together, we clarify what your existing software already does and which steps evoliq should support or take over. Professional assessment and responsibility remain with your firm.

Your next step

Which task would you like to make easier in your firm?

Let us look at a recurring case in your firm together. Which information does your team need, and what result should it produce? This will help us define a suitable starting point with evoliq.

Get to know the firm module