Private assistant over your own precedents
A private assistant that answers questions only from your firm’s own precedents, templates and guidance, and shows which document each answer came from.
- For
- Professional services
- Takes over
- Research and drafting
- Typically saves
- 4 hours a week
Connects to
SharePoint or Google Drive
A private AI workspace in your tenancy
How it works
Indexes the folders you choose, and nothing else.
Answers staff questions using only those documents.
Cites the document and section behind every answer.
Says plainly when the answer isn’t in your documents.
Where a person checks
It drafts and finds; qualified staff decide. Every answer shows its source so it can be checked.
Where the data stays
Runs inside your own tenancy. Your documents are not used to train any model.
Hours saved are typical figures for planning. We measure yours in the audit and agree the target before we build.
More for professional services
New client pack to a checked onboarding record
Reads a new client’s email and documents, checks ID and proof of address, pulls out their details and prepares the record and engagement letter for a partner to approve.
5 hours a week, typically
Outlook, IRIS, CCH, Xero Practice Manager or similar, Your e-signature tool
Call recording to file note and actions
Turns a recorded client call or meeting into a file note in your house style, with decisions and actions, ready to file against the client.
3 hours a week, typically
Teams or your phone system’s recordings, Your practice management system
Start with a free check, or talk it through.
Ten questions give you a score and your top three opportunities. Or book 30 minutes with the person who would build it.