Detailed features
The how-to guides cover the core workflow. This page is the full list — every feature in topicAI, in one place. Some are universal, some are specific to your industry.
Matters & Clients
UniversalCreate from scratch or a template
Start blank, or pick a saved template that pre-fills the description, AI instructions, and starter folders.
Custom templates
Save any matter/client setup as a reusable template on the spot — for recurring work types.
Per-matter AI instructions
Set standing instructions applied to every AI response in that one matter or client — e.g. always cite a specific local plan.
Master Matter linking
Link a matter to a reference "Master Matter" so its documents are available as extra context — opt-in per question, never automatic.
Reminders
Set a reminder tied to a specific matter or general — shows up in the bell icon wherever you are in the app.
Closed/Active status
Mark a matter closed once wrapped up — closed matters sink to the bottom of your list, out of the way but still searchable.
Documents
UniversalAutomatic indexing
Every upload is indexed the moment it lands — no manual tagging, no separate processing step.
Folders
Organize documents into folders and scope a chat question to just one folder when a matter has a lot of files.
Document Intelligence
Automatically classifies uploaded documents against your firm's own template rules, so files land where they should.
Compare Files
Compare two document versions and get a real, fact-by-fact list of discrepancies — dates, figures, names, references — not just a text diff.
Merge Files
Combine multiple documents into a single bundled PDF, with an optional branded cover page and auto-numbered index/table of contents.
Bulk rename
Rename a batch of files at once using a consistent pattern, instead of one at a time.
Chat & AI Drafting
UniversalCited answers
Every fact in an answer links back to the exact source document and page — verify anything in one click.
Summarise & Key Issues
One-click quick actions that scan every document in a matter, instead of typing the question out each time.
Draft from a template
Pick a document template and topicAI drafts it from your real, confirmed facts — anything it can't confirm is left as a clear placeholder, never invented.
Refine in plain English
Ask for changes the same way you'd brief a colleague — tone, structure, extra detail — the draft updates in place.
Peer review
Send any drafted letter to a colleague for review before it goes out, straight from the message.
Approval email
Send a whole-matter summary to a principal or director for final sign-off, separate from per-letter peer review.
Branded Output
UniversalFirm-branded PDF export
Every export uses your firm's logo, letterhead, and sign-off automatically — no manual formatting.
Custom Word letterhead
Upload your own .docx letterhead per template, or set one firm-wide default that everything falls back to.
Save as Word
Export a drafted document as an editable .docx instead of a final PDF, when you need to hand it off for further editing.
Global Assistant
UniversalGeneral chat, separate from any matter
A ChatGPT-style assistant that can't see any matter's documents — your client data stays completely separate.
Live zoning & planning lookups
Ask about a property's zoning or full planning controls and get a real, live answer from the NSW Planning Portal, not a guess.
Bushfire risk
Ask whether an address is bushfire prone and get a real answer from official NSW hazard data.
Weather, news & web
Everyday lookups without leaving the app.
Offline File Manager
Browse and bulk-download a matter's files as a zip, for when you need everything available offline.
Print any answer
Export any Global Assistant response — like a property report — to a branded PDF, the same way a matter letter can be.
Real Estate & Building
Real estate accountsPlain-English property search
Describe an investor's brief naturally — topicAI turns it into real search filters and finds matching properties.
Persisted shortlist
Shortlist properties worth showing your client — saved automatically, still there next time you open the client.
Drag-and-drop report builder
Choose exactly which properties and sections go into the final investment report, and in what order, by dragging them in.
Automatic zoning enrichment
Each property page in a generated report includes real, live zoning data looked up automatically — no manual research.
Industry-aware terminology
The whole app speaks your language — "Client" instead of "Matter," with legal-only options like DA numbers hidden automatically.
Team & Firm Settings
UniversalFirm identity
Set your firm name, principal, contact details, and logo once — used everywhere branding appears.
Manage users
Invite your team, set roles, and manage who has access — all from one panel.
Email sync
Sync matter-relevant emails from your own inbox, after a one-time approval from your firm's Microsoft 365 admin.
Subscription & billing
Manage your plan and billing details directly, via a secure self-serve portal.
Security
UniversalFull tenant isolation
Every firm's data is completely isolated from every other firm's — no shared access, ever.
Australian hosting
Hosted and processed entirely within Australia.