Use case
Chat with your firm's documents privately
Policies, procedures, templates and past work, answered in plain language. A private system reads the documents you choose, on hardware you own.
Last updated October 2026
What it helps with
- Answering staff questions from your policies and procedures.
- Finding past work, such as proposals or reports, on a topic.
- Helping new staff find their way around how you do things.
Example requests
- “What's our process when a client misses a payment?”
- “Find our past proposals on school renovations.”
- “What does our handbook say about remote work?”
PDF, Word, email and spreadsheets
Common formats such as PDFs, Word documents, exported emails and spreadsheets can usually be read. Tell us what you keep and where on our first call, and we'll tell you honestly what it can use.
Choosing what it reads
We'll decide together which documents it should read and who should see what, so answers come from the right sources.
Who uses it
Any team with a shared drive full of documents: see government contractors, financial advisors and regulated industries.