01
People and access
Staff, contractors and everyone in between reach what their work needs and nothing more — kept current as people join, move and leave.
For independent firms
Infrastructure for independent expertise.
Independent firms run on what their people know. We operate and govern the AI layer underneath — people, knowledge, permissions and the Claude or ChatGPT tools they choose — so your experts stay the center of the business, and you get the leverage of a much larger firm without building an AI department.
Four industries. One problem.
The industries differ. What repeats is valuable human expertise sitting on top of increasingly complicated technology — and nobody inside the firm whose job it is to run it.
Real estate
Claude and ChatGPT, managed for your brokerage.
Independent brokerages with deep local knowledge, competing with consolidation. One brokerage per territory.
Professional services
Let your consultants use AI. We'll help you operate and govern it.
Consultancies coordinating employees, contractors, projects and client knowledge across every engagement.
Law firms
Let your attorneys practice law.
Institutional knowledge, matter boundaries and professional judgment — without building an AI department.
Financial advisors
Spend more time advising clients.
Long-lived client context, trust and careful human judgment, with the advisor in control.
What we operate, whatever you do
02
Your knowledge, working
How your firm actually does things, organized so AI can answer from it — with your clients' details kept apart, and the knowledge staying the firm's when people leave.
03
The tools you choose
Claude and ChatGPT, on Google Workspace or Microsoft 365. People can often use the account they already have. We don't mark up licenses, and there's no setup fee.
How it starts
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Month 1
Consolidate the subscriptions your staff are already expensing into one managed workspace, organized so people can find things and know what they may do with them.
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Month 2
Connect Drive, Gmail, Calendar, Microsoft 365 and Slack — scoped so it surfaces the right things and not the wrong ones.
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Month 3
A usage review: who is actually using it, for what, and where the gaps are.
Why independent firms
Technology should strengthen independence, not price it out.
Large firms can fund whole teams to evaluate models, run workspaces and govern access. A firm of ten, twenty-five or seventy-five people can't, and shouldn't have to. We carry that function across many independent firms, so each one gets the capability while keeping its name, its relationships and its way of working.
What we don't promise. We don't replace Claude or ChatGPT, supply everyone's subscriptions, stand in for your security stack or your professional obligations, or do your professional work. We configure the layer carefully, keep it that way, and tell you plainly where its limits are.
Plans
Tier 1
Team
$199 /mo
Everything the license already includes, configured properly.
Most firms land here
Tier 2
Operating
$599 /mo
A simulator of your firm, answerable from anyone's Claude or ChatGPT.
Tier 3
Scale
from $999 /mo
Your actual business in Claude or ChatGPT, not a copy of it.
Tell us about your firm
Two minutes now, and we'll come back with what we would do in your first month — not a proposal, just the plan. If we are not the right fit we will say that instead.