Everything you can do. Grouped by who does it.
Each item says what you can do and what you get. Ready means you can use it today. Coming means it isn't ready yet.
For firm owners
Watch only, Ask me or Strict for each client's folder.
Your real files stay the same until you say yes.
Let in all of the work, some of it, or none. Undo a change later.
Note who said yes or no. A no keeps that client out of reach.
Each month, one page of what AI did with that client's files.
One folder for any period, to hand to a client, an insurer or a regulator. It includes a printable report.
Common AI questions from insurers, answered from your record.
Starting rules and letters for tax, law, therapy, bookkeeping, agencies and advisers.
A "How we use AI" letter for each client, and consent forms clients can sign.
Try everything on a made-up firm before you add your own clients.
For your team
AI asks before it uses a file you marked Ask me.
A warning before client files or client text are sent to ten AI websites. You can still send.
Names and numbers can be swapped for stand-ins before AI reads text, then put back. It can miss some names.
A few lessons, a quiz and the firm's AI policy to sign.
Some work can need a second person's yes before it lands.
Someone who can stop a job while you're away. They can't loosen the rules.
Say yes or no from your iPhone with Face ID.
For IT and admins
Set the firm's rules once. Each Mac can only get stricter.
A list of every Mac and whether it follows the latest rules.
Send the app and its settings with the tools you use to manage Macs.
Mark a client so only AI that runs on the computer may touch their files.
One switch turns off every part of the app that uses the internet.
For larger firms: every computer, rule and record in one place, on your own server.
Clio, Wealthbox, MyCase, Global Relay, HaloPSA and client lists from other tools. Built, not yet tried with a real account.
The Windows edition is coming.
Show your work
The evidence pack,
up close.
Pick a period and the clients. You get one folder with what AI did for each client, who said yes, what was stopped, and a check that the record wasn't changed.
The owner's steps →
What you're looking at: where you make an evidence pack. Pick a period and the clients, then make the pack.
In the pack
It shows what the record shows. It doesn't say whether you meet a law, a rule or an insurer's terms.
One view
The whole firm
on one screen.
Each client's level and answer about AI, the AI jobs this month and anything waiting for you.
What you're looking at: the Firm screen, on a sample firm. Each row opens the client's page.
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.