Everything your firm knows, ready for your agents.
Your data pipeline builds the firm brain: a private knowledge base of your procedures, standards, clients and the decisions your team has made. It's what lets agents work like your best people.
What you get
Your knowledge in one place, built from the data you already have.
Client-aware: what your firm knows about each client, ready when it's needed.
Improves with use, as we fold in your team's approvals and corrections.
Private: isolated to your firm and encrypted with keys unique to it.
Why it matters
Firm knowledge usually lives in a few people's heads. The brain keeps it, puts it to work, and protects it when people move on.
Questions
How is the firm brain built?
From your data pipeline: your procedures, templates, standards, client information and examples of approved work, gathered from the documents and systems you already have.
Is our knowledge shared or used to train AI?
No. Your brain is private to your firm, isolated in the database and encrypted with keys unique to it. Language models can only be called under zero-retention, no-training terms; document reading runs on Google Cloud's Document AI.
Who keeps it current?
We do, as part of running your system: we add new documents and fold in your team's approvals and corrections.