Your prototype works. It just can’t touch client data.
Someone at your firm already built the thing. A partner wired up a workflow over a weekend; an analyst built an AI prototype that genuinely does the job. Then it stops, because using it for real means putting your firm’s data or client files through it.
We take that prototype and rebuild it as production software. Same behavior, engineered so it can run against live client data without putting the engagement at risk.
Talk to usWe host it, which means we hold ourselves to the standard your clients hold you to. Data is processed in the United States, encrypted in transit and at rest, isolated per firm, and never used to train a model.
The chat window your prototype called is replaced by model calls that run through our infrastructure under enterprise agreements. Nothing is pasted into a consumer account.
Nothing your firm sends us trains or improves an AI model. We run on enterprise API terms with training and retention disabled.
Each firm sits behind its own tenant boundary with its own access controls. No document, prompt, or context crosses between firms.
Purge engagement data at any point; retention windows match your firm’s policy.
Each model call is recorded with its inputs, outputs, and model version, so any result can be traced. Logs sit inside your tenant boundary and expire on the same retention window as your engagement data.
Source-system access uses revocable OAuth tokens, never your users’ passwords. Tokens are credentials in their own right: we store them encrypted, scope them to the minimum access needed, and you can revoke them from the source system at any time.
AES-256 at rest, TLS 1.3 in transit. This is not end-to-end encryption: our services decrypt your documents in order to process them, so plaintext exists in memory during a run. A data flow showing where decryption happens and which service accounts can reach plaintext is available on request.
Processed and stored in our AWS US region, with model calls routed to US endpoints. Your data does not leave the United States.
Access is scoped to the engagement. Preparers, reviewers, and partners see only what their role on that engagement allows.
MFA enforced across all accounts; SSO via Okta, Azure AD, or Google Workspace.
We do not hold a completed Type II report yet. Our controls are aligned to the Type II criteria and the audit is underway. The report will be available to firms under NDA once it is issued.
AWS for hosting and compute, plus our model providers. The full list is available on request, with notice before it changes.
A DataSnipper replacement, without the per-seat license.
Document matching, tick-marks, and links from a workpaper back to the source PDF. It is the kind of tool audit teams license per seat today, and the kind of thing your staff have often already half-built themselves in a spreadsheet.
We rebuild that workflow as production software and charge for what it processes. Adding another preparer to an engagement does not add a license, and the tool does not sit idle on seats nobody is using.
Contract review, document questions, and drafting against your own matter files. The same class of legal agent, running on your documents under your own access controls.
Your firm already pays for Copilot. We take the workflows your people actually built with it and turn them into software that runs on firm data, with the controls a client engagement requires.
Time capture, work in progress, and billing rebuilt around the way your firm actually bills, rather than the way a vendor decided it should work.
Up to 50%
less than licensing the same capability per seat across your firm.
Per-seat licenses bill every name on the list for a full year, whether or not that person ever opens the tool. Most firms are paying for a good number of them.
Not seats in it. Distribution, updates, and support are the same either way. What changes is that nobody counts how many people at your firm have it installed, or bills you for the ones who never open it.
Enterprise tools are priced to cover every feature every firm might want. Software built for your workflow does what your firm actually does, and costs accordingly.