AI that never leaves the building

Most legal software now bolts on AI by shipping your client's most sensitive documents to a third party. We run our own AI, on our own servers. Same speed, none of the exposure.

Client data never leaves our servers

Document drafting, intake review, plan health scans, the client chatbot — every AI feature calls a private, self-hosted language model. Nothing is sent to OpenAI, Google, or any third-party AI provider.

No AI privilege-waiver risk

Courts and law firms are warning that pasting client matters into public AI tools can compromise confidentiality — and potentially waiver privilege. With a private model on private hardware, the exposure simply isn't there.

Your documents are never training data

Public AI providers may retain and train on what you submit. Our model trains on nothing. Your wills, trusts, and client facts are processed and discarded — not absorbed into someone else's product.

Reviewed by an attorney, always

AI here drafts and flags; it never decides. Every AI-assisted answer, document, and flagged provision is marked for attorney review before it reaches a client. That's the ethics guidance, built in.

See it in about a minute

Recorded from the product, not mocked up: the client's assessment chat, then the firm's side — a matter, the questionnaire builder, the media library. No sound.

What it looks like in practice

A matter page in the Studio: the AI's suggested next steps sit at the top, labelled for attorney review, above the plan map and missing-data warnings. — A matter, as the attorney sees it. The AI's suggested next steps are drafted on our own server and sit under an attorney's eye — never sent to a client unreviewed.

The questionnaire builder: sections, questions with field types, and skip rules, with an AI button that drafts questions from the firm's own templates. — The questionnaire builder. The ✨ AI button drafts questions from the firm's own document templates — on the same private model.

The Studio dashboard with counts of open matters, matters in attorney review, deadlines, unpaid invoices and AI answers awaiting review. — The dashboard keeps a running count of AI answers still waiting for a human. Zero is the goal every evening.

Why this matters now

Law firms and legal commentators have raised a concrete risk: using consumer AI tools during client work can create records of client intentions outside the privilege, and in the worst case waive protection over the whole matter. The safest posture is the one we built: a private model, on hardware we control, that your firm's data never leaves.

Ask us for the technical write-up — endpoint, model, retention (zero) — before your next conflict-of-interest or vendor security review.

See what it can do Try the free plan health check