Private by architecture
Your client files are not allowed to leave. So stop sending them anywhere.
Every tool on the market wants you to upload the thing you are not allowed to upload. So most firms write a policy that says no, and then nothing changes except the policy.
We build the same systems on hardware you own. The files stay on your machine because there is nowhere else for them to go.
The ban is not working. It just moved the problem somewhere you cannot see it.
You told the staff not to use it. They still have a deadline at four o’clock. So the paralegal pastes the clause into a personal account on her phone, the bookkeeper drops the statement into a free tool, and now your client material is sitting in consumer accounts your firm does not own, cannot audit and cannot wipe.
A policy you cannot enforce is not a control. Giving people a sanctioned tool that physically cannot leak is a control.
What is actually true about it
Six things you can verify yourself.
The equipment is yours
You hold the title from day one, whether you pay for it outright or finance it. It sits in your office, or in our facility if you would rather we keep it running. Your call, not ours.
The files sit on your disk
Your documents, your client records, your matter files and your call recordings live on that machine. They are not copied to a vendor so that a feature can work.
The model runs on the box
The thing answering questions is running on your own hardware. Prompts are not shipped to an outside service, because there is no outside service in the path.
Nobody trains on your material
Not because a policy says so, but because no outside party ever receives it. You cannot be part of a training set you were never sent to.
It works with the cord pulled
Unplug the machine from the internet and it still answers. That is a thing you can test yourself in about a minute.
Your people can audit it
It is your equipment, so your IT person or your compliance officer can look at exactly what is on it and exactly what leaves it. No vendor has to take your call first.
What we are not claiming
We are not the ones who get to say you are compliant.
Plenty of vendors will stamp a badge on a page and let you assume it covers you. We are not going to do that. Your obligations belong to your bar, your board, your regulator and your own compliance people, and none of them answer to us.
What we can do is remove the part of the problem that is ours to remove. The data does not go to a third party. There is no vendor in the path to vet, no processing agreement to negotiate, no subprocessor list that changes next quarter without telling you.
Hand this page to whoever signs off on your technology. The architecture is simple enough that they can confirm every line of it in an afternoon, on your own equipment, without asking us for anything.
Who this is built for
Law firms
Client confidentiality does not have an exception for convenience. Matter files, discovery, contracts and notes stay in the firm.
Accounting and tax
Returns, statements and client financials never get pasted into somebody else’s account so an assistant can read them.
Medical and dental
Patient material stays on equipment you control, in a place you can point to, under rules your own compliance people set.
Insurance and financial advice
Client files, applications and recorded calls stay inside the practice instead of becoming a vendor’s problem and yours.
It is the same machine that runs the rest of your front office.
Intake, booking, phones, follow-up and your client portal all run on the same box, priced at one year of what you currently pay for the tools it replaces. Financed from $175 a month over 36 months, or bought outright. Management is optional at $97 a month, and you can run it in house instead.
The full breakdownGive your people a tool they are allowed to use.
Three questions to start. About thirty seconds. Then we tell you what it would cost, what you would stop paying for, and which tax breaks fit your practice.
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