Builds AI agents tied to a firm's own systems, with staff reviewing the output. Aimed at firms like accounting, law, and real estate. Priced via discovery call.
- Category: AI Agents
- Pricing: Paid
- Platforms: Web
Key features
- AI data pipeline — connects and organizes approved information from a firm's existing systems
- Firm knowledge base — brings procedures, standards, and source records into one searchable foundation
- Bounded AI agents — prepare work and flag exceptions, with decisions handed back to staff
- Source-referenced output — prepared work includes references back to original records
- Review and approval tracking — every approval and model call is recorded
- Per-firm data isolation — encrypted, isolated data handling per client firm
- Zero-retention model calls — language models are used under no-training, no-retention terms
- AI governance services — includes AI strategy, managed AI, and governance and security support
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