Three layers, built around your firm.

Precision AI OS turns your firm's data and knowledge into agents that work like your team. Each layer builds on the one below it.

  1. 1. The AI data pipeline.

    Connects your systems, documents and client data; checks it as it arrives; organizes it around your business and your clients; keeps it current.

  2. 2. The firm brain.

    A private knowledge base the pipeline builds: your procedures, standards, clients and past decisions.

  3. 3. The agents.

    Each with one job, working from your data and your brain, handing results to a person to approve.

Controls across every layer

  • Each firm isolated in the database and encrypted with keys unique to it.

  • Language models only under zero-retention, no-training terms; document reading runs on Google Cloud's Document AI.

  • Every approval and model call recorded permanently.

  • Legal hold and controlled deletion. How we protect your data

Team

  • Alex Morgan

    Preparer

  • Jordan Hale

    Reviewer

  • Sam Rivera

    Partner

Illustrative data

Questions

What is Precision AI OS made of?

Three layers: an AI data pipeline that connects and organizes your firm's and clients' data, a private firm brain built from it, and agents that work from both while your people approve the results.

Do we log in to use it?

Your team works in a private workspace for your firm, where they review and approve what agents prepare. We build, run and maintain everything behind it.

Can it work with our existing systems?

Yes. The pipeline connects the systems, documents and spreadsheets you already use; you don't replace your software to get started.

Who owns our data?

You do. It's isolated to your firm and encrypted with keys unique to it. When you leave, the exit steps in your contract include destroying those keys, so any encrypted data that remains can't be read.