Software for firms that guard trust
Client portals, private AI and search for legal, finance and accounting.
Short answer. Use tools that keep client data inside your control, with permissions that follow your own roles. We build client portals and private AI assistants that run on your infrastructure, and make your firm easy to find.
sound familiar?
What we build for it
Clients expect a secure place to share documents, and your staff spend hours digging for precedents and policies. Public AI tools are tempting but you cannot paste client files into them.
Client portals
Secure accounts for documents, requests and status updates.
Private AI knowledge base
A chat over your files and systems, running inside your infrastructure.
Intake and engagement forms
Client details collected once and routed to the right person.
Pages that build trust
Practice area pages, bios and FAQs written so search and AI can quote them.
Services behind it
The parts of the team that would do the work.
Private AI knowledge base
One chat over your documents and systems, on your servers.
Custom web apps
Portals, dashboards and booking systems.
Content and on-page
Pages written around what buyers search.
Questions we get
How can a law, finance or accounting firm use software and AI safely?
Use tools that keep client data inside your control, with permissions that follow your own roles. We build client portals and private AI assistants that run on your infrastructure, and make your firm easy to find.
Does any client data leave our network?
Not with a private setup. The model, the index and the documents run inside your infrastructure, and we document every network connection.
Can you meet our compliance requirements?
We build to the requirements you give us and document how. Your compliance team approves the design before it goes live.
Can staff see only the files they should?
Yes. Access follows the groups and roles you already use, checked before any answer is produced.
Tell us what you’re building.
- A call about the goalThe budget, the deadline and what success looks like.
- A written scopeWhat we build, in what order, and the quote.
- Work in sprintsA demo at the end of each one.