AI that knows your firm, shared by everyone in it.
We build you an AI workspace that knows who you are, who you serve and where you’re headed, so everything it drafts sounds like your firm from the first word.
It already knows your firm.
Your positioning, policies and approved language sit in one place. When your firm changes direction, every draft picks it up, without anyone re-explaining it.
Pitch deck for Northfield Partners. Notes: 40 people, growing fast, wants costs they can plan for. Meeting Thursday.
- Proposals go out on the firm templateTemplates
- Fees are quoted after a call, never in a first emailSales playbook
- Compliance reviews every client-facing messageCompliance policy
- 1Northfield Partners: growing without the guesswork
- 2One fixed fee, agreed before we start
- 3How we’d work with a 40-person team
- 4The first 90 days, step by step
- 5Who you’d work with
- 6Scope, fee and next steps
What your team uses it for.
A ready-made platform, or a custom layer we build.
The fastest way to get everyone using AI that already understands your firm.
Your compliance team sets the rules. Each role gets what its work needs.
Your compliance team decides what the workspace draws on and what goes to review.
Set it up once, then choose who runs it.
About the team workspace.
No. If you already know you want a shared workspace, a short scoping call is enough to start. The assessment helps when you are still deciding where AI fits.
The one that fits how your team works and the tools you already use.
You update the firm context once, and everyone in the workspace works from the new version. On a managed plan, we make the update with you.
We recommend business plans whose terms keep your data out of model training, and set everything up within your IT and security requirements.
Your compliance team sets the guardrails, and access is set by role. We build to your requirements, and client-facing drafts stay within your review process.
Yes. Workflows can draw on the same firm context, so automated work and everyday drafting follow the same rules.
What should your team's AI know about your firm?
Tell us about your firm, and we’ll show you what it looks like when every draft starts from what makes you different.