What did we
agree to?
Clauses, obligations, renewals and approvals across every engagement, with the citation ready for the file.
Explore your records✳ FROM SCATTERED DATA TO COMPANY BRAIN
Your data.
Your brain.
The world pays fortunes for data to train AI. Yours is already priceless.
Your files. Your email. Your business history.
Gathered, structured and connected into answers and insights,
with the evidence attached. And every byte stays yours.
Your servers. Your storage. Your rules.
THE LIVING ARCHIVE01 — 05
From everything you know.To exactly what you need.
Every answer has a source.Follow the evidence
BUILT FOR THE RECORDS THAT MATTER
Legal & complianceAdvisory firmsAccounting & professional services
THE KNOWLEDGE IS THERE. THE CONNECTIONS AREN’T.01 / THE KNOWLEDGE YOU ALREADY HAVE
Twenty years of records.
One question away.
The signed agreement is in the vault. The approval is in email. A scan is buried in a shared drive. Your firm already has the answer. Finding it shouldn’t depend on knowing who filed it.
01
Every version has a place.
Link revisions and resolve duplicates, so a filename like FINAL_v3 is no longer the end of the story.
02
Even the scans become searchable.
Contracts, working papers, invoices and correspondence become a library you can actually ask.
02 / FROM QUESTION TO EVIDENCE
Don’t just get an answer.
Get the source.
Ask like you would ask a colleague.
Then open the exact passage behind it.
You
What interest applies to late payment on INV-2024-8871?
ANSWER · GROUNDED IN YOUR RECORDS
Late payment accrues interest at 1.5% per month on the outstanding balance, from the day after the due date. The invoice states 30-day terms, making interest applicable from 12 April 2026.
Permissions applied before search.Your question stays inside your network.
THE MEMORY OF YOUR BUSINESS
Every conversation.
Every connection.
More you can work with.
Your knowledge lives in more than files. Bring email history, business relationships and specialized skills into the same private library.
EMAIL THAT DOESN’T GET LOST IN TIME
Years ago.
Still at your fingertips.
Find the email that started the relationship, the attachment that changed the agreement, or the reply that settled the decision. Search retained messages and attachments together, no matter how long ago they were written.
- Follow dates, participants and conversation context.
- Connect an email to its attachments and related records.
- Keep new correspondence current with incremental sync.
As far back as your retained records go. Your source access, retention policies and permissions still apply.
MC
Maya Chen18 March 2014 · 9:42 am
EMAILAn introduction to Northwind
Thanks for the introduction. I’ve attached our requirements so your team can review the scope before we meet.
Original date preservedLinked to Maya Chen
Select a year to follow the record. Examples are fictional; no mailbox is connected to this website.
CONTACTS BUILT FROM YOUR BUSINESS
Remember the person.
And the whole history.
The people you interact with become part of a growing contact directory, built from your indexed business correspondence and records. Find the name, then see the history that gives it meaning.
- Bring together names, email addresses and how each person appears in the records.
- See first and latest recorded interactions, using the original document dates.
- Trace a contact back to the messages and documents behind the relationship.
Profiles, dates and counts reflect only the records the viewer is allowed to open.
MC
Maya Chen
maya.chen@example.com
FIRST RECORDED18 Mar 2014
LATEST RECORDED09 Sep 2026
THE RECORDS BEHIND THE RELATIONSHIP
Names and addresses from the record. A history your team can follow.
SPECIALIZED SKILLS FOR REAL WORK
The same knowledge.
A specialist approach.
Configure specialized skills for the work your team repeats: generating reports, preparing client summaries and drawing out insights. Each skill sets the role, instructions and output structure, while answers stay grounded in the records.
- Report generation: turn source material into structured, repeatable reports.
- Client summaries: bring correspondence, commitments and open questions together.
- Insights: surface patterns, changes and questions that deserve a closer look.
Your administrators choose which skills are installed and enabled. Skills work within the same access and citation rules.
SKILL / REPORT GENERATION
A report with the evidence attached.
“Prepare an account review from the agreements and correspondence in this library.”
- Executive summary
- Findings and supporting records
- Open questions and next steps
Source records→Specialized skill→Cited output
These examples show how skills can be configured. This website does not generate reports or process client records.
03 / AN ANSWER, UNDER THE SURFACE
Millions of passages.
One defensible answer.
Watch the search narrow, step by step.
Nothing leaves your network.
SEARCH IN MOTIONIllustrative sequence
INV-2024-8871 late payment interest
12,480,913sections in the library
GROUNDED ANSWER
Late payment accrues interest at 1.5% per month. S1
Northwind MSA · Clause B.4 · p. 1401 / UNDERSTAND THE QUESTION
Counts show an example search, not a performance benchmark.Exact references → permissions → matches → ranking → cited answer
04 / PRIVATE BY ARCHITECTURE
Your own
intelligence.
You are now the owner and operator of your own intelligence. The model runs on your hardware. Your records and questions stay inside your network. No internet or outside connection is needed to run the AI, and no model provider ever receives a copy.
You choose the models. You decide when to update them. Your records are used to answer your questions, not to train a shared model.
Explore the security architectureYOUR NETWORK BOUNDARYSelf-hosted configuration
Your recordsFiles · mail · archives
Your libraryIndex · access · audit
Your AILocal inference
Records + question + answerStay inside.
05 / WORK WITH WHAT YOU HAVE
Point it. Let it read.
Then ask.
Start with one practice group or one archive. Expand when the first answers prove themselves.
CONNECTED ON YOUR TERMS
SharePoint
Connect selected document libraries through Microsoft Graph. Keep the library current with scheduled incremental sync.
SP
On your schedule.
Only what changed.
On your schedule.
Original sources stay in place. Indexed content and derived records are stored in the storage you configure.
06 / CONTROL THAT GOES DEEPER
Trust the answer.
Control the access.
Permissions come first.
Access rules filter the search before documents are ranked. People only receive answers grounded in records they are allowed to see.
Reads leave a record.
Every search and document access can be recorded in an append-only, hash-chained audit trail. Verification detects changes to that trail.
A legal hold takes priority.
A held document cannot be disposed of by a retention schedule, an erasure request or an administrator. Blocked attempts are recorded.
People approve disposal.
Retention rules propose disposal. A person reviews and approves the action before the system destroys anything.
Sensitive fields stay covered.
Configured fields are masked in the interface and exports. A permitted role must explicitly reveal a protected value.
PERMISSIONS, MADE VISIBLE
Employee record
Illustrative record · Sensitivity tier 3- Name
- A. Okonkwo
- Employee ID
- EMP-004182
- Base salary
- Government identifier
- ⌑ Restricted
Document opened. Access recorded.
Audit eventAn interactive illustration of access rules. No employee data is connected.
MADE FOR WORK THAT NEEDS EVIDENCE
For the questions
you need to get right.
What did we
Where is the
complete picture?
Client agreements, KYC documents, correspondence and policies, connected in a single library.
Explore your recordsWhat does the
record show?
Years of working papers, engagement letters and correspondence become a resource your team can use.
Explore your recordsYOUR RECORDS, ANSWERING.
The answer is already
in your records.
Let’s find it.
Start with a library you choose. We’ll size the hardware with you and show you the citation behind every answer.
See it answer your records