Industries

DoclyChat for every industry

Whatever documents your team lives in, DoclyChat turns them into instant, cited answers. Pick your industry below to see how.

Choose your industry

Built for how your team already works

Accounting & Bookkeeping Firms

Connect QuickBooks exports, financial statements, and client folders. DoclyChat answers staff and client questions with a citation back to the exact document -- no more digging through shared drives.

Tax Preparation Firms

During tax season, every minute counts. DoclyChat lets your team and your clients get instant answers about filings, deadlines, and prior-year returns -- always with a source citation.

Law Firms

DoclyChat indexes your firm's contracts, case files, and client correspondence so associates and staff can find exactly what they need -- with a citation to the source document.

Real Estate & Property Management

Connect lease agreements, listing sheets, and property documents. DoclyChat answers tenant maintenance questions, buyer inquiries, and owner reporting requests instantly, with citations.

Insurance Agencies & Brokers

Upload policy documents, coverage schedules, and claims forms. DoclyChat answers coverage questions with a direct citation to the policy language -- reducing errors and callbacks.

Healthcare & Dental Clinics

Connect your practice's policy documents, FAQs, and billing information. DoclyChat handles routine patient questions on your website so your front desk can focus on patients in the office.

Home Services (HVAC, Plumbing, Electrical)

Put DoclyChat on your website to answer service-area, pricing, and scheduling questions instantly -- so a busy phone line never costs you a job.

E-commerce & Retail

Connect your Shopify or WooCommerce store. DoclyChat answers product, shipping, and return questions live on your storefront -- with real-time inventory and pricing data.

Financial Advisors & Wealth Management

Connect client statements, financial plans, and reports. DoclyChat answers routine client questions with a citation back to the exact statement -- freeing advisors for higher-value conversations.

HR & Human Capital Teams

Connect employee handbooks, benefits documents, and HR policies. DoclyChat answers routine HR questions instantly and accurately, citing the exact policy every time.

Recruiting & Staffing Agencies

Connect job specs, client SLAs, and candidate FAQs. DoclyChat answers routine recruiting questions instantly and accurately, citing the exact document every time.

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