For professional practices
Confidentiality infrastructure for practices
If you hold other people’s confidential records — legal, medical, financial, or insured — the question is not whether an assistant is useful. It is where the files go when you ask it something, and on what terms. With this service the answer is one place, with written rules: your practice’s own encrypted space in our private cloud on Amazon Web Services — scoped to you alone, never pooled, never used to train anyone else’s model, loaded under a written scope, and deleted, confirmed in writing, when the service ends. Every answer cites the file it came from, so you can check it before you rely on it. It is ready in days, and running it is our job, not your office manager’s.
It is one managed service, bought a year at a time. The first year contains the preparation — your archive prepared and loaded by hand under a written scope, and your assistant built on it — and every year after is the service running. The price is on the pricing page, stated once.
One product, two doors: for practices, this is confidentiality infrastructure; for the principals they serve, private household intelligence. This page is the practice door.
Begin whenever you are ready — the first year — or read the practice case first.
The two professions that led us here
Law firmsCourts have held that putting client material into public AI tools can waive privilege. The alternative we offer is not a consumer tool but a written engagement: the firm’s matters in an encrypted space of their own, handled under a written scope, never pooled, never used to train anyone’s model — one price for the whole office, no per-person charge.
The privilege story, the firm math, a day at the firm →
Medical practicesPractices rent cloud scribes at about $7,200 a year per provider — per seat, forever, under someone else’s terms. Here the charts, letters, and billing live in the practice’s own sealed space, read under written rules — and one flat price covers the whole practice.
The scribe math, the trust story, a day at the practice →
And every other practice that holds records with rules attached
Accountants and financial advisers, insurance agencies, real-estate and property management — and the schools, congregations, and nonprofits whose collections deserve the same care. The work is different; the engagement is the same.
“Whose policy renews next month?”Fourteen. Three are new to you this year — worth a call before the notice lands.
Renewals seen months ahead.
“What did unit 4B report?”A leak under the sink, Tuesday at 8pm, with photos. Third plumbing call this year.
Every unit’s history, one question away.
“Pull last year’s workpapers for the Herrera return.”Filed, with the two carryforwards flagged and the note you left yourself in April.
Every season’s work, remembered.
“What did we bill last month?”$62,400 across 310 engagements. Eleven invoices are still open.
Your numbers, without the spreadsheet.
Records with rules attached
For covered health records: if your files include protected health information, tell us in the cart note or write to us first. We put in writing what we can accept, how it is handled, and how it is deleted — and if we cannot meet your obligations for a particular scope, we say so rather than take the work.
For attorney–client material: courts have held that putting client material into public AI tools can waive privilege — a question for your counsel, not for us. What we change is the terms: the firm’s matters live in an encrypted space of their own with us, handled only under a written scope, never pooled and never used to train anyone’s model, and deleted — confirmed in writing — when the service ends. Anything more is scoped in writing first.
Your clients’ details stay your business. Your files sit in an encrypted space of your own, scoped to your practice alone. Nothing is sent or booked without your approval; approvals expire; everything is logged. Never pooled, never shared, never used to improve anyone else’s model — and no ads, no selling information, ever. The full promise, in plain words, is on the Trust page.
Why not just use one of the AI apps? Because the apps take your client files under consumer terms written for nobody in particular, and a practice needs terms written for it: a written scope, your approval before anything moves, and deletion confirmed in writing at the end. The honest comparison, including what the apps still do well: your assistant vs the AI apps.
Not sure it fits your practice? Write to us first — if it is not right for you, we will say so before our letter confirms a year.
How your files get loaded →
