Ordalie Vault

Ordalie Vault is the enterprise solution that transforms your internal documents into a true strategic asset. This advanced feature allows organizations to directly integrate their existing document bases into the Ordalie ecosystem, creating a unified work environment where artificial intelligence can draw from all the richness of your internal knowledge.

What is Ordalie Vault and Who Can Use It?

Ordalie Vault is an exclusive feature for Enterprise accounts that securely connects your internal storage systems (SharePoint, FTP servers, Google Drive, etc.) to the Ordalie platform. Once configured by our technical teams, the Vault automatically synchronizes your documents and makes them instantly accessible via Ordalie’s usual interface. For simpler integration needs, also see Integrations.

Who Can Benefit: - Law firms with significant document bases - Corporate legal departments with contract and memo archives - Notarial offices wishing to leverage their deed history - Any organization needing to exploit its internal legal knowledge

Access and Configuration: Ordalie Vault requires custom configuration. To discover this solution and get personalized support, contact us at [email protected].

Navigation and Use of Vault Documents

Unified and Intuitive Interface

The Vault integrates perfectly into Ordalie’s interface. Your internal documents appear naturally alongside public legal sources, without disruption to your user experience. The Vault’s multi-column interface faithfully reproduces your folder organization, allowing you to intuitively navigate your document tree as you would on your usual server.

Synchronization Operation and Intelligent Indexing

As soon as you connect to Ordalie, a synchronization indicator informs you of your Vault’s status: number of indexed documents, last update, and recently added documents. This automatic synchronization ensures you always work with the most recent versions of your documents, without manual intervention.

Real-Time Indexing with Progress Tracking

When you first connect your Vault, or after adding many new documents, Ordalie launches an intelligent indexing process. This indexing analyzes your document content to make them easily searchable by AI. You can track this process’s progress in real-time from the settings interface:

• A progress indicator displays the percentage of already indexed documents
• The total number of documents to process is clearly displayed
• You see the current indexing state (in progress, completed, or paused)
• Notifications inform you when indexing is complete

This indexing happens in the background and doesn’t interrupt your work. You can start using already indexed documents while the process continues on remaining documents.

Custom Description of Vault Sources

You have the option to add a description to each connected Vault source (for example, your corporate SharePoint or FTP server). This description helps the AI better understand the type of content hosted in this source and provide more relevant responses. For example, you might indicate “Contract templates validated by the Corporate team” or “Litigation case archive 2020-2024”. This contextualization significantly improves search result quality.

Document Search and Access

Vault search works in three complementary ways and integrates perfectly with Ordalie’s search features:

Integrated General Search: When you ask the AI a question, it automatically analyzes your Vault documents in addition to public legal sources, offering you responses enriched by your own internal expertise.

Dedicated Vault Search: By specifying in your queries that you want to search specifically in the Vault, you limit results to your internal data only, ideal for finding precedents or templates specific to your organization.

Folder Navigation: The integrated file explorer allows you to directly browse your folder tree, with a clear overview of all your documents organized according to your usual structure.

Integration with Other Ordalie Features

The @ Mention System: Your Gateway to the Vault

The mention system with the @** symbol is the main entry point for exploiting your Vault documents in all Ordalie functionalities. By typing @** in any input field (chat, document generation, workflows), you instantly access your Vault explorer.

This universal feature allows you to: - Pin specific documents during your AI conversations - Reference entire folders for global analysis - Integrate internal templates in your document generations - Exploit your precedents in analysis workflows

Intuitive Interface Navigation

The Vault interface reproduces the familiar organization of your folders. Thanks to the navigable column system, you can: - Browse the tree of your folders with arrow keys or mouse - View the breadcrumb trail that displays the complete path from root - Select multiple elements for comparative analyses - Directly access files with the “Open file” function

Advanced Search and Intelligent Suggestion

The Vault search engine relies on AI to suggest the most relevant documents according to your context. Unlike classic keyword search, it understands the intention behind your query and can suggest related documents you wouldn’t have explicitly searched for.

Benefits for Your Organization

Valorization of Internal Expertise

The Vault transforms your document archives into a living and queryable knowledge base. Your research memos, contract templates, past legal analyses become instantly accessible and exploitable by AI, multiplying the value of your previous work.

Reinforced Consistency and Quality

By relying on your own templates and precedents, Ordalie’s AI generates documents that naturally respect your organization’s style, terminology, and standards. This consistency reinforces the quality of your productions while respecting your structure’s legal identity.

Time and Efficiency Savings

The Vault’s transparent integration in all Ordalie workflows eliminates back-and-forth between different systems. No more need to manually search for a precedent on your server: the AI finds it and exploits it directly in the context of your current work.

Guaranteed Security and Confidentiality

Your Vault documents remain strictly private and are never shared beyond your organization. Synchronization occurs via encrypted connections, and your internal data never transits through uncontrolled external systems.

(!) The **@** mention system works in all Ordalie modules: conversations, document generation, analysis workflows, and even in your custom templates. This universality makes the Vault a true natural extension of your work environment.

Concrete Vault Applications

Document Generation with Your Internal Templates

Transform your contract, letter, and deed templates into intelligent templates. During document generation, use the **@** system to select any document from your Vault as a base. The AI will automatically respect your layout, terminology, and house style while adapting content to your specific request.

This approach guarantees perfect consistency with your internal standards and saves you precious time by avoiding formatting rework. No need to start from a generic template: your own references become the foundation for all your new documents.

Intelligent Clause Search and Suggestions

The Vault transforms your past expertise into concrete suggestions for your current documents. When you draft or review a contract, simply highlight a clause to trigger an automatic search across all your Vault documents. The AI will identify similar passages in your archives and propose proven variants adapted to different contexts.

This feature allows you to capitalize on your previous experience and ensure continuity in your contractual practices. Instead of starting from scratch, you enrich your new documents with the wisdom of your past successes.

How Does It Work?

graph TD
    Utilisateur[ordalie.com - Svelte] -->|HTTP Requests| Serveur_API
    subgraph Serveur_API[Ordalie API Server]
        Modeles_IA[AI Models & Processing Pipelines]
        API_Sources_Donnees[Data Source API]
    end
    Serveur_API --> Services_Ext[External Endpoints]
    Serveur_API -->|VPN Tunnel| Serveur_Vault
    subgraph Serveur_Vault[Ordalie Vault Server]
        Equilibreur_Charge[Load balancer] --> Serveur_Central[Main Server - Golang]
        Serveur_Central --> Pipeline_Ingestion_Docs[Document Ingestion Pipeline]
        Pipeline_Ingestion_Docs --> Connecteurs[Connectors]
        Serveur_Central --> BDD_Vecteur[Vector DB - Weaviate]
        Serveur_Central --> BDD_SQL[SQL DB - PostgreSQL]
        BDD_Vecteur --> Partition_Optionnelle2[Optional Sharding]
        BDD_Vecteur --> Partition_Optionnelle3[Other Sharding...]
    end
    subgraph Stockage_Externe[External Storage Sources]
        Stockage1[Sharepoint]
        Stockage2[FTP]
        Stockage3[Drive]
        Autres_Sources[...]
    end
    Connecteurs -->|Daily Update| Stockage1
    Connecteurs --> Stockage2
    Connecteurs --> Stockage3
    Connecteurs --> Autres_Sources

Ordalie is structured to integrate harmoniously with your information systems. Here’s an overview of the data flow and operation of different components:

1. User and Interface

The user interacts with Ordalie via the usual interface at ordalie.com.

2. Ordalie API Server

The Ordalie API Server is the system’s heart, centralizing all user requests and linking with the Vault exclusively and securely.

3. Connection to Ordalie Vault Server via Secure VPN Tunnel

To access company internal data, the Ordalie API Server establishes a secure connection via VPN tunnel with the Ordalie Vault Server. This isn’t a simple access interface but a complete and autonomous module, designed to operate on-premise at the client’s location, while synchronizing with Ordalie for updates and feature evolutions.

4. Ordalie Vault Server

The Ordalie Vault Server enables deep integration with the company’s internal systems, while offering powerful and flexible infrastructure:

• Load Balancer: efficiently distributes requests to optimize performance and responsiveness.
• Main Server (Golang): at the heart of this server, the Main Server handles local requests and orchestrates different data processing stages.
• Document Ingestion Pipeline: this pipeline enables automatic integration of company internal documents, retrieving files from different storage sources via connectors.

5. External Data Source Integration

The Document Ingestion Pipeline of the Vault Server relies on Connectors to connect to the company’s external data sources, such as:

• SharePoint
• FTP
• Google Drive
• And any other source with API access or file transfer protocol…

Connectors update daily, ensuring information available in Ordalie is always recent.

6. Data Management and Optimization in the Vault

Once documents are integrated, the Vault Server organizes them in two databases:

• Vector DB (Weaviate): Enables advanced search and optimized document organization by content similarity. The vector database can also be partitioned via sharding to efficiently handle large data volumes.
• SQL DB (PostgreSQL): Used for structured data and metadata management, ensuring robustness and reliability in information storage and access.

This modular system allows Ordalie Vault to integrate directly into the company’s ecosystem, while benefiting from Ordalie’s evolutions to always stay up to date.