Everyone has AI in Excel now. What they don’t have is your file shares, your document system, your case management, and your way of working. We put a governed assistant inside the apps your people already open, and we connect it to the systems your firm actually runs. Outlook on your file shares. Excel on your document system. Whatever you use, wired in and kept in line.
The same governed assistant, surfaced where the work actually happens: the inbox, the spreadsheet, the document, the deck.
Draft replies grounded in the client’s file, file a message to the right matter, and pull the one document the thread is actually about, without leaving the inbox.
Build and explain formulas, reconcile, and populate ranges from the system of record itself, not a stale export someone pasted in last week.
First-pass letters, memos, and reports built from your own templates and your own data, with the clauses pulled from your precedent library, not the open internet.
Turn a Word brief or a live figure into a first-draft deck on your brand template, ready for a person to finish.
Off-the-shelf AI in Office answers from the public model and whatever sits in your mailbox. That’s the demo. The version worth having is connected to the systems where your work actually lives, so it answers from your matters, your documents, and your data. We don’t ship a fixed list of integrations and ask you to adapt. We build the connection to what your firm already runs, because the platform is made for exactly that.
Connecting AI to the systems that hold your client work is a governance decision, not an integration. The wiring and the guardrails ship together.
The assistant inherits the permissions you already maintain. When someone asks a question, they see the documents they could open themselves, and nothing they couldn’t. No second set of rules, no hoping the model behaves.
Every prompt and every cell passes a checkpoint that scrubs the things that should never go to a model, and it fails closed: if it can’t scan, it blocks.
Anything client-facing or anything that changes a file shows exactly what it’s about to do and waits for a yes. The assistant prepares; your people decide.
Who used it, what it touched, what it sent. Deployed and controlled centrally through your own Microsoft sign-in, governed by your policy, and auditable on demand.
We map the one place your people burn the most time moving information between Office and your other systems, wire the assistant to it, and prove it on your own work in a three-week pilot. No tools installed in the meantime, no data moved.