Product
Everything your team needs to turn documents into action.
Three connected products. One private workspace. Built for teams that live in PDFs, manuals, and reference materials.
A knowledge layer, plus the tools to act on what it finds.
Agentic AI assistant
Trained on your documents and connected to your live records. It answers with citations, pulls up renewals and client history, and drafts notes or creates tasks — proposing every change for your one-click approval.
Learn moreRecords & task board
Clients, policies, notes, and a drag-and-drop task board — relabeled automatically for your industry (matters, accounts, and more). Custom fields, linked records, activity history. The assistant reads and updates them.
Learn moreReporting & lookups
Configurable dashboards and rollups across your book — renewal cycles, status mix, and monthly trends. Insurance teams add Massachusetts property data and FEMA flood lookups.
Learn moreBuilt so your most sensitive documents can live here.
Tenant isolation
Your documents, conversations, and embeddings live in a workspace only your team can reach.
Encryption in transit and at rest
TLS 1.3 in transit, AES-256 at rest, on isolated cloud storage.
Citations on every answer
No floating claims. Every response links to the exact source paragraph.
You approve every write
The assistant proposes actions — a task, a note — and waits for a human to confirm before anything changes.
Never used to train shared models
Your data is never used to train models that touch any other customer.
Compliance-ready
SOC 2 Type II in progress. DPA on request.
Stop searching folders. Put your AI to work.
A 20-minute walkthrough on your own documents and your own book. No slideware, no scripted demo — your real questions, your real answers, and the follow-up work it can tee up for you.