WHAT IT DOES

Your own files.
Put to work.

Draft a letter, answer a policy question, or prepare a client summary from your own files. Each runs on your system. A person checks the output before it is sent.

INPUT
Your permitted sources
OUTPUT
A draft for review
RECORD
On your system
Follow a piece of work
REQUEST / SOURCES / REVIEW / RECORD

01 / EXAMPLE TASKS

Fictional firms. Illustrative tasks. No client results or live actions.

01 / A LAW FIRM

A first draft,
from past matters.

“Draft a demand letter for the Brook Street lease, based on how we handled similar matters.”

The draft starts from the firm’s own past matters, read on the firm’s own machine. A lawyer checks it before it goes anywhere.

DRAFT LETTER / NOT SENT · FOR REVIEW

EXAMPLE / HALDEN & ROWE

Brook Street lease

A demand letter, drafted from the firm’s own similar matters.

Past matters used3
Matter 2023-114Matter 2024-031Matter 2024-208

A lawyer checks the facts, the dates and the tone before it is sent.

DRAFTED ON THE OFFICE SERVERFOR A PERSON
  1. 01

    The request

    A lawyer asks for a first draft in plain words.

  2. 02

    The preparation

    It reads the past matters that lawyer is allowed to see.

  3. 03

    The decision

    The lawyer edits the letter and approves it.

  4. 04

    The record

    The request, the draft and the approval stay in the audit log.

02 / A MEDICAL PRACTICE

An answer from
the policy binder.

“A patient wants their records sent by email. What does our policy say, and what do I reply?”

Staff ask in plain words. The answer comes from the practice’s own binder, with the section attached, and the reply to the patient waits for the office manager.

ANSWER / FROM THE POLICY BINDER

EXAMPLE / CEDAR ROW MEDICAL

Records requests by email

Answered from the practice’s own binder, section 4.2, with a draft reply.

  • 01 Confirm who is asking before sharing anything
  • 02 Send records through the patient portal, not email
  • 03 Log the request in the records register

The office manager approves the reply before it goes to the patient.

ANSWERED ON THE PRACTICE’S SERVERFOR A PERSON
  1. 01

    The question

    Someone at the front desk asks in plain words.

  2. 02

    The answer

    It quotes the binder sections that role may read.

  3. 03

    The decision

    The office manager approves the reply to the patient.

  4. 04

    The record

    The question, the answer and the approval stay in the audit log.

03 / AN ACCOUNTING FIRM

A client’s year,
on one page.

“Prepare a year-end summary for Ashby Joinery: what changed, what is missing and what to discuss.”

The summary is prepared from the client’s own file, in the firm’s own cloud account, and checked by the accountant before the client sees it.

CLIENT SUMMARY / NOT SENT

EXAMPLE / LARKFIELD ACCOUNTING

Ashby Joinery, year end

Prepared from the client file chosen for this job.

  • 01 What changed since last year
  • 02 Documents still missing
  • 03 Questions for the year-end meeting

The accountant checks every figure and decides what the client sees.

PREPARED IN THE FIRM’S CLOUD ACCOUNTFOR A PERSON
  1. 01

    The setup

    We agree the sources, the format and who signs off.

  2. 02

    The preparation

    It drafts the summary from the client file.

  3. 03

    The review

    The accountant checks each figure against its source.

  4. 04

    The decision

    Only the approved summary goes to the client.

What if the draft isn’t right?

Edit it, send it back with a correction, or decline it. A draft is something to check. In the law firm example, a lawyer confirms the facts, dates and tone before the letter goes.

See how approval works

These are designed examples with fictional firms, not client results or live actions. Sources, connections and approval steps are agreed with you in Scope.

02 / REVIEW & RECORD

It drafts.
A person decides.

Each output names its sources. A person checks it, requests changes or approves it. The request, answer and approval go in your audit log.

Each job runs on a machine in your office or in your own cloud account. The routine work stays there. The hardest part can still go to a hosted service if you approve it, so the bill drops but does not go to zero.

See how it works

RELATED / NEXT STEPS

WHAT WE BUILD

Private AI, in three sizes.

CUSTOM MODELS

When training on your work pays.