Ask questions in plain language and get grounded answers instantly — every answer cites the document and page it came from. Your data is never used for training, and each firm's database is fully isolated.
Use the documents you already have — exactly as they are, with no training on them.
Find answers instantly across scattered files, in plain language.
Every response cites its source document and page.
Data not used for training; database fully isolated from other firms.
We handle setup and API key registration so you start fast.
Everything a professional team needs to put its knowledge to work.
Includes OCR for scans and photographed pages.
Answers grounded in your documents, with page-level references.
Member / team lead / admin; company, team, and private documents.
Use Claude, GPT, or Gemini with your firm's own API keys.
Full audit trail of admin and team-lead access.
Generate polished Word, Excel, and PowerPoint from answers.
A curated, always-current U.S. tax & legal reference library — federal plus NY/NJ/CT/PA/MD state tax — alongside your own documents.
Aligned with U.S. confidentiality duties — ABA Model Rule 1.6 for legal and AICPA standards for accounting.
Paid-tier APIs only — your inputs are never used to train models.
Applies at every tier — never commingled with other firms.
SSNs, EINs, bank and card numbers are auto-detected and tokenized — never stored as plaintext and never sent to external AI models; originals stay in an encrypted vault.
Encrypted in transit (HTTPS); sensitive keys and PII originals encrypted at rest.
Sensitive actions — access, user and permission changes, document and key changes, and deletions — are recorded for compliance review.
One-time setup + monthly service (server, DB, management). AI API usage is billed directly to your firm by the provider. Database isolation is included at every tier.
Tell us about your firm and we'll prepare a tailored quote.