AI-Controlled Document Management System Development

Job ID: 40508678

Budget: €30 – €250 EUR

Development Specification: AI-Based Document & Correspondence Management System

1. System Objective

The goal is to develop an AI-powered system that manages, analyzes, and processes correspondence and documents from multiple sources (folder structures, email, Telegram, web uploads).

The AI should be able to:

* Understand and structure documents
* Answer questions based on correspondence
* Analyze and review legal/official documents
* Perform task-based processing of documents
* Maintain context across multiple documents
* Integrate external research (web, internal knowledge base, document history)



2. Core Structure (Multi-Folder System)

2.1 Folder Logic

Each folder represents:

* A company OR
* A topic OR
* A case/client file

2.2 Folder Attributes

Each folder contains:

* Document base (PDF, DOCX, email, text, images)
* Metadata:
* Company / project
* Timestamp
* Document type (letter, notice, contract, etc.)
* Dedicated AI context database per folder



3. Data Sources / Input System

The system must support ingestion from:

3.1 Upload

* Web-based upload (drag & drop)
* Bulk folder import

3.2 Email Integration

* Automatic ingestion from email inboxes
* Extraction and storage of attachments

3.3 Telegram Integration

* Forwarding of messages/documents to a bot
* Automatic classification into folders

3.4 API Integration

* Direct upload API for external systems



4. AI Functionalities

4.1 Document Analysis

* Document summarization
* Extraction of:
* Deadlines
* Claims / demands
* Legal risks
* Relevant entities (people, authorities, companies)
* Document classification (e.g. notice, invoice, contract, complaint)



4.2 Document Q&A System

Users can ask questions such as:

* “What is the other party requesting?”
* “What deadlines are mentioned?”
* “What risks are identified?”
* “What does document X say?”

The AI must:

* Answer strictly based on available documents
* Provide references (document + section)



4.3 Cross-Document Analysis

* Compare multiple documents
* Detect patterns (e.g. repeated fees, inspections, actions)
* Reconstruct timelines of events



4.4 Drafting & Legal Writing Assistance

The AI can:

* Draft responses, objections, and statements
* Structure legal or formal documents
* Suggest argumentation strategies
* Generate formal correspondence



4.5 Web & Knowledge Research

* Automatic research when required:
* Laws and regulations
* Court decisions
* Technical/legal background knowledge
* Combined reasoning from:
* Internal documents
* External knowledge sources
* Historical case data



5. Storage & Index Architecture

5.1 Vector Database

* Semantic search across all documents
* Chunk-based document embedding storage

5.2 Metadata Database

* Document classification
* Folder assignment
* Chronological indexing

5.3 Context Engine

* Separate context per folder
* Global cross-folder search capability



6. User Interface (Web Application)

Features:

* Folder overview dashboard
* Document viewer
* AI chat per folder
* Global AI search
* Upload center
* Document timeline view



7. Roles & Permissions

* Admin (full access)
* User (restricted folder access)
* External viewer (optional read-only access)



8. Security Requirements

* Full encryption of stored documents
* Role-based access control per folder
* Logging of all AI outputs and actions
* GDPR-compliant data handling



9. Integration with OpenClaw

Since OpenClaw already exists:

* Used as:
* AI orchestration layer
* Tool-calling framework

Required integrations:

* Document retrieval module
* Web research module
* Telegram/email connectors
* Retrieval-Augmented Generation (RAG) pipeline



10. Optional Extensions

* Automated deadline tracking
* Escalation system for legal deadlines
* Auto-generated email responses
* “Critical case” dashboard



11. Final Outcome

The system should function as:

An intelligent document and correspondence management platform with AI-based legal and analytical assistance capabilities.

End of Specification

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Related categories: AI Chatbot AI Development OpenClaw