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.
Private AI Knowledge
Your assistant, trained only on your materials. Answers come with source citations and full conversation history. Built on isolated per-tenant storage.
Learn moreRecords & CRM
Custom fields, linked records, activity history. Configurable to whatever entity your team tracks — clients, matters, patients, accounts. The AI sees the records too.
Learn moreReporting & Lookups
Configurable rollups across your book. Track renewal cycles, status mix, and monthly trends. Optional industry packs add specialized lookups (property data, flood maps, payer policies).
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.
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. HIPAA-aligned configurations available on request. DPA on request.
Stop searching folders. Start asking your AI.
A 20-minute walkthrough on your documents. No slideware, no scripted demo — your real questions, your real answers.