A Mac app for firms that hold client files
Use AI on client work.
Keep client files inside your rules.
You choose which client files AI may touch. AI works on a copy. Nothing goes in until you say yes. And you get a record you can show a client, an insurer or a regulator.
✓Runs on your Mac✓No account, no cloud✓Signed and checked by Apple✓Limits in writing
How it works
Three steps. That's the whole idea.
- 1
Pick a level for each client
Mark each client's folder Watch only, Ask me or StrictHow careful AI must be with a folder. Watch only: every step is written down. Ask me: AI waits for your yes. Strict: AI is turned away..
- 2
AI works on a copy
Your real folder stays the same while AI works on a separate copyAI works on a copy of the client's folder. Your real files stay the same until you say yes..
- 3
You say yes
Nothing goes in without your OK. Every step goes on the recordA dated list of what AI asked for, what was stopped and what you decided. If someone changes it later, that shows up..
Start here
Which one
are you?
Pick your path. Each one shows the steps you take and what you get.
Set the rules for your clients' files, decide what goes in, and keep a record you can show.
See the steps →I set it up for the firmPut it on every computer, set the rules once, and see who is up to date.
See the steps →I use AI at workKeep using your AI tools. See what changes in your day, and what to do when AI asks.
See the steps →I'm checking if we can trust itWhat leaves the computer, what you can check yourself, and the limits.
See the steps →What you get
Your team already uses AI on client work. Clients and insurers now ask how. This gives you an answer you can show.
Say yes to AI
Your team uses AI on client work. Folders you mark stay out of reach.
Answer the question fast
When someone asks how you use AI, make an evidence pack for any period.
One set of rules
Set the rules once. Every Mac in the firm follows them.
Try the demo
Try it here.
Thirty seconds, no download.
Pick your work and a client folder, then answer the AI the way you would in the app. What you choose goes on the record.
- 1Your work
- 2A client folder
- 3The AI asks
- 4The record
What kind of work do you do?
Pick a folder for
Each folder has a level. You set it once; it holds for every AI job.
In the evidence pack
A job, start to finish
Watch a job
from start to finish.
A client asks for her tax return. AI works on a copy. One folder is turned away. One file waits for you. Your answer goes on the record.
The steps of a job →What you're looking at
- 1A client asks for her tax return.
- 2AI starts the work on a copy.
- 3The work reaches your rules.
- 4One folder is turned away. One file waits for you.
- 5You decide what goes in.
Who it's for
Built for firms
that hold client files.
Each page shows a day with it for that kind of firm.
Return prep with AI, and each client's consent on record.
See a day with it →Law firmsMatter files inside your rules, and a record for client questions.
See a day with it →Therapy & healthSession notes on Strict, and consent recorded client by client.
See a day with it →BookkeepersBooks and statements worked on a separate copy.
See a day with it →Agencies & consultantsOne AI policy on every Mac in the team.
See a day with it →Pricing
One price
per person.
Every plan starts with a 7-day free trial. There is no free version.
Pricing →Monthly
$49
For each person, each month.
Yearly Better value
$299
For each person, each year. About half the monthly cost.
FAQ
Questions,
answered plainly.
The ones we hear most.
All questions →Does it send my files anywhere?
No. It runs on your Mac. There's no account and no cloud.
Does it stop everything?
No. It stops what it can, writes down the rest, and tells you which is which.
Do I need to be technical?
No. Everything is in plain words.
Which AI tools does it work with?
Claude Code and Codex CLI for jobs. Gemini CLI and Copilot CLI are watched too. More are coming.
What does it cost?
$49 a month or $299 a year for each person, after a 7-day free trial.
It keeps AI in line and keeps a record. It is not a certificate. What it doesn't do →
Use AI on client work.
Keep the final say.
$49 a month or $299 a year for each person, after a 7-day free trial.