Can I store client documents and files in MiOpsAI?

Yes — MiOpsAI has file handling for attaching documents to client records today. You can upload contracts, proposals, briefs, design files, invoices, and other client artifacts to the appropriate client record. LizziAI can reference attached files during conversations so when a client asks "what did we agree to?" the AI can point to the right document.

What file handling does today

• Per-client attachments: Files are scoped to the client they belong to
• Common formats supported: PDF, DOCX, images, spreadsheets, common business document formats
• AI-readable indexing: Text-based files are indexed so LizziAI can search and reference them
• Tenant isolation: Files for one client cannot be accessed from another tenant

Expanded file management — 2026 roadmap

A more complete file management experience is on the 2026 roadmap, including:

• Full version history with diff/rollback on every uploaded file
• File-level approval workflows
• Folder organization beyond per-client scoping
• External cloud storage sync (Google Drive, Dropbox, OneDrive)
• Signed URL sharing and granular access controls

If file management is a critical evaluation criterion for your team, request access and we will share the specific roadmap timeline so you can plan accordingly.