Private document Q&A
Search years of engagement letters, policies, closing files and templates by asking a question. Answers link back to the source document.
Industries / Professional Offices
Professional Offices
Your files are confidential and your clients expect them to stay that way. We install AI that searches and drafts from your own documents without sending them to a public chatbot.
What we build
Use cases
Typical clients: Law firms, CPA and bookkeeping practices, insurance agencies, real estate brokerages, title companies.
First drafts from your templates
Letters, summaries and routine correspondence drafted from your own precedent library, for staff to review and send.
Intake and email triage
Sort and summarize inbound email and intake forms so the right person sees the right request first.
Safeguards and policy
A written AI use policy and technical controls that support the obligations many CPA and insurance offices carry under the GLBA Safeguards Rule.
Recommended deployment
Where it runs
Hybrid is the default here. Routine drafting can use business cloud AI; anything touching client files is routed by the AI gateway to an on-prem server in your office.
Next step
Start with an assessment.
One to two weeks, on site, fixed fee. You get a written report, a risk register and a ranked list of AI use cases. The fee is credited toward any build.