A company brain
Ask questions across your documents, templates, policies and past work. Answers point to the file they came from, so you can check them.
AI that knows your firm, and never leaves your office.
A private AI system, installed on a server in your firm or practice. It answers from your own files, drafts emails in your voice, and strips client details before anything leaves. Nothing goes to an outside AI company.
Ask your office
On your serverWhat did we recommend to the Hendersons about the trust amendment last spring?
In your April 14 letter you recommended naming a successor trustee and moving the brokerage account into the trust before the refinance. Sarah sent the signed forms on May 2.
Henderson_Trust_Memo.docxSent · Apr 14 · Re: Trust amendment
Draft a follow-up in my voiceDraft
Hi Tom and Linda, a quick check-in on the trust amendment we discussed in April…
Answered from your own files, on your office server. Nothing sent outside.
- 0
- client files sent to an outside AI company
- $0
- per-seat AI subscriptions. One-time setup.
- 100%
- of the AI processing happens inside your office
The problem
Your team already uses AI. Just not on the work that matters.
We have spoken with attorneys, financial advisors and clinic managers. We heard the same three things almost every time.
- 01
Copy, paste, hope.
Staff paste emails and drafts into ChatGPT or Claude, often on personal accounts, outside any firm policy. Nobody knows what has been shared.
- 02
Redact by hand, then put it all back.
Names, account numbers and dates of birth get stripped out one at a time before pasting, then re-added afterwards. It is slow, and one miss is a breach.
- 03
Off-limits for the real work.
Case files, client portfolios and patient records never go near AI at all. So the work that would benefit most gets no help.
What it does
One system that knows how your office works.
It connects to the document folders and email you already use, so it starts out knowing your clients, your matters and the way you write. No new software for your team to learn.
Automatic redaction
Names, account numbers, Social Security numbers and dates of birth are found and masked before a document leaves the building. Want to use ChatGPT for something? Strip it first, safely.
Email drafts in your voice
It learns from your sent emails and writes replies the way you do. You read it, edit it, and send it yourself.
Search prior cases and files
Find the matter, memo or client file you half-remember. Search by what it was about, not the exact file name.
Every answer shows its source.
Like any AI, it can be wrong. So each answer links to the file it came from, and checking takes one click.
It drafts. People decide.
Nothing is sent, filed or shared on its own. A person on your team reviews every draft.
It helps your team. It doesn't replace them.
It takes the copy-paste and redaction work off their desks so they can spend the time on clients.
Built for your rules
Built around the rules you already answer to.
Attorney-client confidentiality
Keep privileged material on hardware your firm controls.
Case files, client correspondence and work product are processed in your office, with no outside AI provider in the loop. It is designed to support your duty of confidentiality, not to stand in for your judgment about it.
- Local processing
It stays on your server
Questions, documents and drafts are handled on the server in your office. Nothing is sent to an outside AI provider.
- Audit logs
A record of who saw what
Every question, search and document opened is recorded by user and time, so you can show who saw what.
- Retention controls
You decide what's kept
Decide how long conversations and drafts are kept, firm-wide or by matter, and purge them on schedule.
- Role-based access
People see only what they should
Limit who can search which matters and clients, so you can keep ethical walls in place inside the AI as well.
SmartBLDR On-Site is designed to support your compliance program. It is not certified or endorsed by any regulator, and it does not replace your compliance officer, privacy officer or counsel. We'll work through your policies with them during setup.
How it works
Installed in your office. Owned by you.
We are a small Utah team. We install, train and support every system in person. And because you own it, it keeps running even if you never call us again.
- 1
We install a dedicated server in your office.
A quiet machine about the size of a desktop PC. It sits on your network, behind your firewall, and belongs to your firm.
- 2
We connect it to your documents and email.
The folders, document systems and mailboxes you choose, with the same permissions your staff already have.
- 3
We train your team.
Hands-on sessions in your office, with examples from your own work, so people use it from day one.
One-time setup. No per-seat AI subscriptions.
Most offices invest $5,000–$10,000, one time, depending on size. After setup the system is yours. A yearly maintenance and upgrade plan is optional.
- Server hardware, installed and configured
- Connection to your documents and email
- Redaction, audit logs and access roles set up
- On-site training for your team
Why on-site
Public AI was built for everyone. This is built for you.
Where your data is processed
- Public AI
- On the AI vendor's servers
- On-Site
- On a server in your office
Knows your files
- Public AI
- Only what someone pastes in
- On-Site
- Connected to your documents and email
Writes like you
- Public AI
- Generic, unless you explain every time
- On-Site
- Learns from your sent emails
Client identifiers
- Public AI
- Removed by hand before pasting
- On-Site
- Masked automatically
When the internet is down
- Public AI
- Stops working
- On-Site
- Keeps working on your network
How you pay
- Public AI
- Monthly, for every user
- On-Site
- One-time setup. Yearly plan optional.
FAQ
Questions firms ask us.
Something else on your mind? Ask us on a call. We'll give you straight answers, including when this isn't the right fit.
Is my data used to train AI models?
No. Your documents, emails and conversations stay on the server in your office. They are never sent to us, or to any AI company, to train models. The system learns your style by reading your own files locally, inside your building.
How accurate is it? Will it make things up?
Like any AI, it can be wrong, so we built it to be checked. Every answer links to the file it came from, and nothing is sent or filed without a person reviewing it. It is strongest at finding, summarising and drafting from your own documents. It is not a substitute for professional judgment.
What does it cost?
Most offices invest $5,000–$10,000, one time, depending on size, including the server, setup and training. There are no per-seat AI subscriptions. Book a call for an exact quote.
Do we have to pay every year?
No. After setup the system is yours and keeps running. You can choose an optional yearly plan that covers maintenance, security updates and upgrades to newer AI models, or skip it.
Does it work with the software we already use?
It connects to the document folders, shared drives and email your team already uses, so there's nothing new to migrate. Practice-management systems, CRMs and EHRs vary in what they allow. We'll check yours on the first call and tell you plainly what's possible.
Can we still use ChatGPT or Claude?
Yes. Many firms keep them for general work. When something does need to go to an outside tool, the redaction feature strips client details first, so you're not removing them by hand.
What if the internet goes down?
It keeps working. Everything runs on the server in your office, so anyone on your office network can keep searching, asking and drafting. You'd only lose things that need the internet anyway, like new email arriving.
Who can see our data? Can you?
Your staff see only what their role allows, and every access is logged. We have no access to your server or your data unless you grant it for a support visit, and you can revoke it at any time.
What happens if SmartBLDR goes away?
The server, the software and your data are in your office and belong to you. The system is built to keep running without us, so your team doesn't lose anything.
How long does setup take?
Typically a few weeks from our first call to training day, depending on how many documents and mailboxes we connect.
Will you sign a BAA?
Yes. Patient data stays on your server, so we never host it. If our support work could involve protected health information, we sign a Business Associate Agreement with your practice before we start.
Can it run on a server we already own?
Often, yes, if it has a capable graphics card and enough memory to run the AI model well. Send us the specs and we'll check on the first call. If it can't, we'll quote a dedicated machine.
What does our IT person need to know?
It's a dedicated server on your office network, behind your firewall, with no inbound access from the internet. It needs power, a network connection and read access to the folders and mailboxes you choose. We'll walk your IT provider through the details before anything is installed.
Get started
Client data stays in. The busywork goes out.
Tell us a little about your office and we'll reply within one business day with what it would look like for you. Or skip the form and pick a time that suits you.
Book a 30-minute callSend this page to a partner
What to expect
- A 30-minute conversation about how your team uses AI today
- Which of your documents and mailboxes it would connect to
- A quote based on your firm's size