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Your knowledge, governed
How your firm actually does things, organized so AI can answer from it, kept current month to month — and staying the firm's when people leave.
Infrastructure for independent expertise.
AI that knows how your firm works.
We operate governed AI for independent expert firms — starting with your industry's knowledge, learning your firm's practices, and connecting systems only when there's a clear reason. Your people use it from Claude or ChatGPT; your experts stay the center of the business.
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. Each page below has a free way to try it on your own questions.
Real estate
Your brokerage's way of doing things, in every agent's assistant.
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 and the firm's own methods 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.
Your firm's way of advising, trust and careful human judgment, with the advisor in control.
How firms adopt it
Useful first. Connected when it counts.
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Start with what your firm knows
An assistant grounded in your industry's starting knowledge and your firm's approved way of doing things. Your clients' names and details stay out of it.
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Connect what your firm does
Your people reach it from the Claude or ChatGPT account they already use, company-paid or their own. You decide who can reach what, and it improves from the questions it couldn't answer.
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Go deeper only when it's worth it
Direct connections to the systems you run on, when an answer genuinely needs live records and the value justifies the extra cost and governance. Many firms never need this step.
For many firms, the right destination is a dependable assistant grounded in approved firm knowledge — not unrestricted access to every system.
What we operate, whatever you do
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People and boundaries
Staff, contractors and everyone in between reach what their work needs and nothing more — kept current as people join, move and leave. Questions that need a person go to the person your firm chooses.
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The assistant they already use
Who pays for an AI account and what it may reach are separate questions. Claude and ChatGPT are supported today, and your firm's knowledge and rules stay with the firm even as assistants change. We don't mark up licenses, and there's no setup fee.
The first 90 days
Discover what matters by putting it to work.
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Month 1
Useful from the start. The assistant answers from your industry's starting knowledge and your firm's approved way of doing things, and your people reach it from the Claude or ChatGPT account they already use.
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Month 2
Tuned by use. The questions it couldn't answer become new guidance, and a monthly note says what changed and what's still open.
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Month 3
A review of what people asked, where they got stuck and what it was worth — and whether this is enough, which it often is, or a connection to a live system has a clear case.
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.
Each industry's starting knowledge is shaped with people who practice it, then improved across firms that don't compete. What carries between firms is how to run the work well — never anyone's confidential information.
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. The judgment stays with your experts. We configure the layer carefully, keep it that way, and tell you plainly where its limits are.
Plans
Tier 1
Team
$199 /mo
The AI accounts your people use, administered and configured properly.
Most firms land here
Tier 2
Operating
$599 /mo
A dependable assistant grounded in how your firm works — for many firms, the right place to stay.
Tier 3
Scale
from $999 /mo
Your live systems, connected — when there's a clear reason.
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.