For professional offices
AI for tax, law and insurance offices
Tax, law, insurance and real estate offices sign contracts and handle intake forms every week. Document Desk reads them privately in your own account and cites the page; the Safe AI Kit sets rules your clients would expect.
Where to start
The products, in the order we'd use them
Step 1
Document Desk
Contracts, engagement letters, intake forms and policies read privately in your own Microsoft or Google account, with every answer citing the page.
Kit $149 · Install from $3,500
Step 2
Safe AI Kit
With the Install, tax offices get a policy written to sit alongside their Safeguards Rule security plan; law firms get one written around ABA Formal Opinion 512 and their state bar's guidance.
Kit $99 · Install $750
Examples
What it looks like for professional offices
- "What's the termination notice period in this lease?" The answer quotes the clause and the page.
- "Which intake forms are missing a signature?" It lists them from the forms it can see.
- "Can I paste a client's return into ChatGPT?" The policy says no, and says what to use.
Industry research
What published research shows
Industry figure
80%
“78% of AI users bring their own AI tools to work; 80% at small and medium-sized companies.”
Published research about businesses in general, not results from our clients or our sample business.
Questions
Before you start
Does this meet the FTC Safeguards Rule?
The Safe AI Kit covers how your team uses AI. The Safeguards Rule asks for a wider written security plan, which your Qualified Individual adopts; with the Install, your policy is written to sit alongside it.
What does ABA Formal Opinion 512 have to do with it?
It's the American Bar Association's guidance on lawyers' use of generative AI. For law firms, the policy is written around it and your state bar's guidance.
Do client files leave our account?
Document Desk runs inside your own business Microsoft or Google account, under that account's data terms.
Where should we start?
Most offices start with the Safe AI Kit, then Document Desk.