AI for client data
Private AI agents that keep client data where you choose
Use AI on contracts, client files, and payroll without pasting them into a public chatbot. We set up the AI on private hosting, either in your own account or managed by us for you, limit who can see what, and keep a record of every use.
We map your data in writing before we build anything.
Your team is probably already pasting client data into AI
Free AI tools are easy to use, so people use them. A contract gets pasted in to summarize. A payroll file gets uploaded to find an error. Once that information is in a service you don't control, you can't always see where it went or take it back. Most owners know this is a problem. They also know their competitors are using AI. You shouldn't have to pick one.
We map your data before we build
Before we build anything, we write down what data the AI will use, where it will be stored, and who can see it. Then we set up the AI on private hosting: in your own account, or on private hosting we manage for you, and we say which in writing. We pick AI models whose terms say your data isn't used for training, or models that run entirely on that private hosting. Each person gets their own access, and every use is recorded. We check the setup against the privacy rules that apply to your industry and tell you plainly where it falls short.
Three steps, starting with a map of your data
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Map your data. We list what data you'd use with AI and which privacy rules apply to your business. You get it in writing.
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Set up private AI. We set up the AI models, storage, and access rules on private hosting, in your account or managed by us. Every use is recorded.
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Put it to work, and keep watch. We connect it to the jobs you pick, test it on your data, and check access and records every month.
An answer you can show your clients
Your team uses AI on real work. When a client asks "do you use AI with our data?", you can show them a written answer: where it's stored, who can see it, and a record of who used it.
Software we built and run
We run private hosting for our own software
We built ProBook, a quoting and invoicing platform for small businesses, and we run it on private hosting we manage. The same habits go into the private AI we set up for you: access limited per person, a record of what happened, and updates we test before they go live. The security side is CISSP-led. The CISSP is a certification for security professionals that requires years of hands-on experience.
See ProBook (opens in a new tab)Built so you can answer "where does our data go?"
- Your data stays on private hosting, in your account or managed by us, and you know which
- AI models picked for your privacy needs, including ones that run entirely on your private hosting
- Each person has their own access, and every use is recorded
- A written summary of your setup that you can share with clients
- We keep it updated and check it every month
Questions, answered
How much more does private AI cost than public AI services?
Usually more than a free chatbot, because you pay for the hosting as well as the setup. The hosting cost is steady and predictable, and it's passed through at cost. We'll show you a side-by-side cost for your use before you commit, and if a public tool with the right settings is enough for your data, we'll tell you.
Do we need our own servers for this?
No. Private doesn't have to mean a server in your office. We set up private hosting either in your own account or managed by us for you, so you get control without buying hardware. If you want everything in your own building, we can do that too.
Can we still use public AI for things that don't matter?
Sure. The point isn't to ban public AI tools, it's to keep them away from data that shouldn't be in them. We'll help you decide which tasks stay private and which are fine where they are.
Who can see our data?
The people you approve. Each person has their own login, and every use is recorded, including ours: our engineers work under the same access rules, and you can review the record at any time. That applies whether the hosting is in your account or managed by us.
Will private AI work as well as ChatGPT?
For most business tasks, like summarizing, drafting, and sorting, private setups do the job well. Some of the newest public models are stronger at hard reasoning. We'll test on your real documents and show you the difference before you decide.
Which one do I need?
- You want to know what an AI agent could actually do for you. See AI Agent Development.
- Your main concern is where the data lives and who can see it. You're here: Private AI Agents.
- You already use AI tools and want someone to run them and enforce your data rules every month. See Managed AI Services.
Not sure? Tell us what data you'd like AI to help with and we'll point you to the right one.
Find out where your data would go
Tell us what data you'd like AI to help with. We'll reply within one business day with a plain answer: where it would be stored, who could see it, and what it would cost.