AI your compliance team can approve
Staff ask questions in plain words. Client data never leaves your servers.
Short answer. A private AI knowledge base: a chat assistant on a model that runs inside your infrastructure, connected to your documents and to systems like your CRM and accounting tools through MCP servers, custom code connectors and APIs. It reads only what each person is allowed to see, shows sources on every answer and keeps a full audit trail.
sound familiar?
What we build for it
Your people lose hours digging through policies, precedents, client files, spreadsheets and the systems behind them. Public AI tools would help, but sending client or financial data to an outside service is not an option.
Runs on your infrastructure
Open-weight models on your own servers or private cloud. No outside AI service sees a question or a page.
Thousands of documents, every department
PDFs, Word, Excel, email and scanned files from shared drives, SharePoint or your document system, kept in sync.
Connected to your other systems
Live answers from your CRM, accounting, practice management or ticketing systems, through MCP servers, custom code connectors and APIs.
Role-based access
Permissions follow the groups you already use, in documents and connected systems alike, so HR stays with HR and matter files stay with the matter team.
Services behind it
The parts of the team that would do the work.
Legal, finance and accounting
Firms where trust and confidentiality come first.
Private AI knowledge base
One chat over your documents and systems, on your servers.
Maintenance and support
Updates, fixes and a named contact, monthly.
Questions we get
How can a finance or legal team use AI without sending data out?
A private AI knowledge base: a chat assistant on a model that runs inside your infrastructure, connected to your documents and to systems like your CRM and accounting tools through MCP servers, custom code connectors and APIs. It reads only what each person is allowed to see, shows sources on every answer and keeps a full audit trail.
Does any of our data leave our network?
No. The model, the search index and the documents all run inside your infrastructure, and the system makes no calls to outside AI services. We document every network connection so your IT team can check it.
How does it stop people seeing files they should not?
Access is checked before the model sees anything. Search only returns passages from documents the person’s role can open, using the same groups as your file shares and sign-on.
Can it use data from our other systems?
Yes. We connect it to the systems your teams already use, such as your CRM, accounting, practice management or ticketing tools, through MCP servers, custom code connectors or their APIs. Each connector runs inside your network and only reads what the person asking is allowed to see.
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.