Set the rules. Keep the final say.
You decide how careful AI must be with each client. Your team keeps working. You get a record you can hand to a client, an insurer or a regulator.
The steps
Step by step,
and what you get.
Each step says what you do, what you see and what you get.
See a whole AI job →- 1
Install the app
- You do
- Download it, drag it to Applications and open it.
- You see
- A short setup with five questions.
- You get
- It's running in a few minutes. No account to make.
- 2
Pick your kind of work
- You do
- Choose tax, law, therapy, bookkeeping, agency or adviser.
- You see
- Your starting rules and letters filled in for that kind of firm.
- You get
- Less to decide on day one. You can change any of it.
- 3
Mark your client folders
- You do
- Give each client's folder a level: Watch only, Ask me or Strict.
- You see
- A level next to each client's name.
- You get
- You choose how careful AI must be with each client.
- 4
Let your team use AI
- You do
- Nothing. People keep using the AI tools they know.
- You see
- A question only when AI wants a file it needs your OK for.
- You get
- Client files go in only when someone says yes.
- 5
Say yes or no
- You do
- Look at what AI made and decide.
- You see
- What changed, in plain words. Yes to all, yes to part, or no.
- You get
- Nothing lands in a client's folder without your OK.
- 6
Record each client's answer
- You do
- Note whether each client said yes or no to AI.
- You see
- Who said yes, who said no, and when.
- You get
- A client who says no is kept out of reach right away.
- 7
Make an evidence pack
- You do
- Pick a period and the clients, then make the pack.
- You see
- One folder with what AI did, who said yes and what was stopped.
- You get
- Something to hand a client, an insurer or a regulator.
Limits
What it
won't do for you.
Plain limits, so you know what to expect.
All the limits →It keeps a record. Whether a use is allowed is your call.
On AI websites, a person can still choose to send. That choice is noted.
Today: Claude Code, Codex CLI, Gemini CLI and Copilot CLI. Other tools aren't stopped by us.
Four words you'll see
What these words mean, in one line.
AI works on a copy of the client's folder. Your real files stay the same until you say yes.
How 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.
A dated list of what AI asked for, what was stopped and what you decided. If someone changes it later, that shows up.
One folder for a period you pick: what AI did for each client, who said yes, what was stopped, and a check that the record wasn't changed.
Set the rules this week.
Keep the record that goes with them.
$49 a month or $299 a year for each person, after a 7-day free trial.