Get in touch

AI For Professional Firms

"I'd love AI to search our files, but I can't put client documents into a public chatbot."

We're AI engineers with professional consulting experience. We build AI around your firm's own documents and systems, and can run it locally when the data is too sensitive to leave them.

Get in touch

AI Built On Your Documents

We connect AI models to your documents, policies and systems. Ask a question in plain English and the answer comes from your own files, with the source shown so you can check it.

AI carries real risks, from hallucinations to data leaving your control. We know the models and where they fail, and we reduce those risks with guardrails, checks and an underlying system built around the AI.

Under The Hood

We have first-hand experience of the technology, and of the risks that come with it.

Models And Their Risks

We've worked with the leading language models and know where they go wrong, from made-up answers to data leaks.

RAG With Sources

We connect models to your documents so answers come from your files, and we show the source of each one.

Guardrails

Limits and checks on what the AI can say and do, which reduce the chance of a made-up answer reaching a client.

Agents, Tools And MCP

Agents that work with your document store, email and practice software through APIs, SDKs or MCP.

Custom Harnesses

We have experience with agent harnesses, including custom ones, which control what an AI agent can see and do.

Local AI

Models that run on your own infrastructure, for data that can't go to an outside provider.

What You Get

Built for professional firms such as accountants, lawyers, doctors and dentists, and set up around how your firm already works.

  • Answers With Sources

    Every answer shows the document it came from. If it can't find one, it says so.

  • Your Documents Connected

    We connect your files, policies and systems, and keep the AI up to date as they change.

  • Local AI If You Need It

    For sensitive data, models run on a server in your office or a private cloud account in your firm's name.

  • Access By Role

    Each person sees only the files they're allowed to.

  • Your Policies Built In

    It follows your firm's rules on what it can and can't answer.

  • Your Existing Software

    It connects to the software your team already uses, through APIs.

  • Set-Up And Training

    We install it, connect your files and show your team how to use it.

  • A Review Before You Sign

    We walk your compliance lead through where data goes, who can see it and how it's protected.

  • Looked After

    We keep it running and up to date, and fix it if something breaks.

How We Work

We believe technology should make running a business easier. We use it to streamline how your business works and ease the pressure on you, so you can get more done.

Your Problem

We start with a consultation about how we can help. Maybe something is slowing your business down, or you want to save money by automating tasks. Tell us in your own words, big or small.

Our Thinking

With our professional consulting expertise, we plan a solution that finds the best way to help. We take the time to understand your business before we recommend anything.

The Right Tool

We then build the right system for the job. That could be a CRM, a small-scale ERP, a SaaS application, or AI built into it. Whatever the problem, there's always a solution.

Private When You Need It

  • Hosted Where You Choose

    If you need it, locally in your office or in a private cloud account your firm owns.

  • No Outside AI Provider

    With local AI, client documents stay inside your setup and aren't sent to an outside provider or used to train anyone's model.

  • Built To Be Secure

    With a background in IT audit and data protection, we build it to be secure from the start.

FAQs

No. Local AI is an option for firms with sensitive data, or those who simply prefer it. If you don't need it, a secure cloud setup works. We'll recommend what fits once we know your setup.

Wherever suits your firm: in a secure cloud account in your name, or locally on a server in your office if the data is sensitive.

It reads them to answer your questions. They aren't used to train any public model.

It answers from your documents and shows the source of each answer, so you can check it. We use RAG, guardrails and checks to reduce hallucinations, and if it can't find an answer it says so instead of guessing. No AI is perfect, so we keep you in the loop for anything important.

Can't see your question? Ask us and we'll reply within 2 working days.

Get in touch