AI built for privacy.
An AI consultancy for law firms, registered advisers, and family offices. Strategy, governance, and private infrastructure, built inside your perimeter.
79%
of legal professionals report using AI tools
44%
of firms have no formal AI governance policy
Clio Legal Trends Report
Your data is crossing a perimeter you don't control.
Unsanctioned use.
Your team already pastes confidential material into public AI tools.
Sanctioned tools.
Per-seat subscriptions route every prompt through third-party servers. The liability stays with you.
The audit question.
Regulators, insurers, and clients now ask where your AI data goes. Most firms cannot answer in writing.
The question is already being asked in writing.
Your bar has published on it.
State ethics opinions now address the use of AI tools and the duty of confidentiality. The standard is not whether you used AI. It is whether you supervised it.
Your carrier is asking.
Professional liability renewals have begun including questions about AI use and governance. An undocumented answer is an underwriting problem.
Your clients are asking.
Outside counsel guidelines and vendor due-diligence questionnaires increasingly name AI directly. The request arrives in writing and expects a written answer.
Most firms have no document to send. The first engagement produces one.
Advice first. Systems when they are warranted.
Every engagement begins the same way and stops wherever it should.
- 01
Private Briefing
Half a day at your office with your principals. We map where AI can create leverage in your practice, where it already creates exposure, and what your obligations require. You keep a written assessment. Paid, and the only entry point.
- 02
Governance Mandate
Four weeks. A written AI use policy drafted against the rules and opinions that apply to your jurisdiction and practice areas. A permitted and prohibited tool matrix naming specific products and their actual data retention terms. A data handling standard by sensitivity class. A staff training program with materials. Delivered bound and presented to your partners in person.
- 03
Assessment
Where the mandate surfaces workflows worth automating or a document estate worth organizing. Three to five workflows mapped end to end with a quantified baseline, a build-or-buy recommendation for each, and a sequenced roadmap. Some firms stop here, and that is a legitimate outcome.
- 04
Build
Private deployment inside your own cloud account or on your premises. Workflow automation. Document intelligence over your own files. Agent systems operating within boundaries you define, with a human review step and an audit log. Fixed scope, fixed fee.
- 05
Standing Counsel
Ongoing advisory and operation of what was built. Direct access to the principal, vendor evaluation, staff enablement, and quarterly reporting to your partners. Twelve-month minimum, four seats total.
Engagements are limited to one start per month.
One system.
Your perimeter.
Your hardware.
Deployed in your cloud account or on your premises. Your administrator holds root.
Your documents.
Answers come from your files, processed entirely on-box.
Every answer cited.
Each response names its source. Every query is logged.
Where the architecture differs.
Data path.
Theirs
Every prompt leaves your network.
Yours
Zero egress, provable in your firewall logs.
Cost structure.
Theirs
Per seat, forever, growing with headcount.
Yours
You own the system. Headcount never changes what you own.
Control.
Theirs
Vendor holds the keys.
Yours
Your admin holds root. One action shuts it down.
Answered plainly.
Public tools send every prompt to a third-party server. This runs inside your perimeter, on infrastructure you control, with an audit log you own.