A company brain
Ask anything about your documents and past work. Every answer links to its source.
Case files, privileged memos, client correspondence: ask it anything. It runs on a server in your office, so privileged material never leaves the building.
What 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.
Hi Tom and Linda, a quick check-in on the trust amendment we discussed in April…
Staff paste client work into ChatGPT on personal accounts. Nobody knows what's been shared.
Names and account numbers stripped out one by one, then pasted back. One miss is a breach.
Case files, portfolios and patient records get no AI help at all.
Connected to the files and email you already use. Nothing new for your team to learn.
Ask anything about your documents and past work. Every answer links to its source.
Client names, account numbers and SSNs masked before anything leaves, even if you still use ChatGPT.
It learns from your sent mail and drafts replies the way you write. You hit send.
Find the matter or file you half-remember by what it was about.
Every answer shows its source.
It drafts. People decide.
Built to help your team, not replace it.
Attorney-client confidentiality
No outside AI provider ever sees a case file. Designed to support your duty of confidentiality.
Everything runs on the server in your office.
Every search and document opened, by user and time.
Keep or purge chats and drafts, firm-wide or by matter.
Ethical walls: limit who can search which matters.
Designed to support your compliance program, not certified or endorsed by any regulator. We review your policies with your compliance team during setup.
A small Utah team does it all in person. Live in a few weeks, and yours to keep, even without us.
About the size of a desktop PC, behind your firewall.
Only the folders and mailboxes you choose, with the permissions you already have.
Hands-on, in your office, using your own work.
One-time setup. No per-seat AI subscriptions.
Most offices: $5,000–$10,000, one time. Yearly upgrades optional.
Where your data goes
Knows your files
Client details
When the internet is down
Cost
Anything else? Ask us on a call. We'll tell you straight if it's not a fit.
Tell us about your office. We'll reply within one business day.
What to expect