AI for Professional Services
Turn templates into document frameworks that produce consistent first drafts.
Templates to Frameworks
Encode best practices into reusable document frameworks that scale across your team.
Professional Reports
Generate comprehensive reports and briefs aligned to your standards in minutes.
Source Verification
Every claim links back to a source so review is fast and reliable.
Professional First Drafts
Upload your sources once. Create custom agents aligned to your methodology. Generate reports and slides with citations.
Document Frameworks
Codify your approach and produce consistent first drafts every time.
Presentations
Create executive-ready slides that match your themes and layouts.
Enterprise Security
Enterprise-grade security. No data retention. End-to-end encryption.
Professional Services AI Agents
Reports, briefs, and presentations. Agents that scale your firm’s standards across every engagement.
Enterprise Security
Enterprise-grade protection for your sensitive deal data.
No AI Training
Zero data retention with AI providers and strict policies ensuring your data is never used to train AI models.
Data Protection
End-to-end encryption, secure cloud infrastructure, and regular vulnerability scanning to protect your information.
Security Operations
Secure development practices, incident response procedures, and comprehensive backup systems to maintain data integrity.