Some projects became solutions.
Built once for a client, then made available to others.
Last updated
Our solutions
Case Manager
Case document intake and extraction for forensic accounting and litigation teams. It started as one client's idea.
Case Manager by the numbers
- 18,748 documents
Read, named and filed in 30 days for one CPA firm, about 160,900 pages across 50 active cases.
- 85% filed unprompted
Filed with no question to staff.
- About an hour
A typical delivery is fully classified within about an hour of arrival.
- Five or more days
The manual sort it replaced took five or more days per case.
AI Launchpad
AI training and policy certification for a whole firm. Each person trains, signs off on the firm's AI policy, and receives a certificate. The firm keeps a record of who is ready. In use with early clients, still being built out.
PII redaction and MNPI screening
A plugin for Claude prepares court filings, redacting to Federal Rule of Civil Procedure 5.2. A privacy gateway swaps client identifiers for placeholders and adds MNPI screening, so people can use AI on real documents.
- The AI never holds the identifiers
Both parts share this one rule.
- MNPI screening
Each document passes, is held for review or is blocked.
- Runs in your own cloud
Identifiers are found in the firm's own Azure environment.
- A person decides
The reviewing attorney certifies every production.
How a project becomes a solution
An idea
A client brings us an idea.
A custom build
We build it on their documents and systems.
Made available
With their agreement, other companies can use it too.
Every solution here began as a custom build.
Nothing is generalized without the original client's agreement.
Some solutions described on this site are still in development. Features, availability and timing may change before general release.
Tell us what you want built.
A working session is 45 minutes on one idea from your company: what to build, what it needs, and what it would cost.
- A fixed price before we build
- Your data stays in your environment
- A record of every action
- Reference calls under NDA
- NDA before the first session
- Since 2019