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It’s confidential
Client files, pricing, and IP can’t be pasted into a public chatbot. So the most valuable work stays manual.
For growing, knowledge-heavy firms
Put your firm’s knowledge to work without giving up control of it.
We turn your records, documents, and experts’ experience into a secure knowledge base your firm owns, then build AI assistants around the real jobs your people do.
→Scope one workflow with usThe problem
Client files, pricing, and IP can’t be pasted into a public chatbot. So the most valuable work stays manual.
Answers live across shared drives, old projects, inboxes, and the heads of a few senior people.
A fluent answer is no use if nobody can see where it came from or check it before it reaches a client.
Pilots look promising, then stop at governance: who owns the data, who can see what, and who signs off.
The blocker usually isn’t the technology. It’s the knowledge it can’t safely reach.
What you get
Built from your historic records, documents, and expert experience. It belongs to your firm, not to us or a software vendor.
People see what their role allows. Permissions follow teams and jobs, not one shared login.
Answers are grounded in your sources, show where they came from, and can go through review before they’re used.
Run it in your own environment, so sensitive information never has to leave your control.
Not generic chat. Each assistant is scoped to a specific job, like preparing a proposal or answering a technical query.
Who it’s for
Proposals, bids, and client answers that draw on years of past work.
Guidance and precedent that must stay confidential and be checked.
Technical know-how, test history, and design decisions spread across teams.
Underwriting expertise and case history that’s hard to find and slow to share.
When firms call us
Proof
60 min → 3–5 min
Time to prepare a sales response, with a reported 20% increase in conversion.
Veteran knowledge, kept
A long-serving employee’s knowledge was captured, structured, and made available to the wider team.
Results as reported by customers.
How we start
Together we choose one valuable, repeatable piece of work and agree how to measure it.
ScopeWe build the knowledge base and assistant for that job, with your access rules and review steps in place.
PilotHours saved, response time, rework avoided, and how fast new people get up to speed. Then decide what’s next.
Business caseFAQ
Your firm does. It’s built from your information, for your use, and stays under your control.
Access is set by role, team, and workflow. People only see the information their job needs, and you can change that as your firm changes.
Answers are grounded in your own sources and show where they came from, so people can check them. Where it matters, a person reviews the output before it’s used.
We can deploy privately in your own environment, so sensitive information doesn’t have to leave your control.
It depends on the workflow and the information involved. We scope the pilot with you and agree the price and the success measures before any work starts.
Tell us about it. We’ll help you scope one workflow and the business case to prove it.
→Scope one workflow with us