Law, accounting & consulting firms
A private AI assistant for your firm's knowledge.
Your firm's value lives in documents: precedents, policies, engagement letters, working papers. We build private AI assistants that find and use that knowledge in seconds, with citations, permissions and human review built in.
- Law firms
- Accounting & tax practices
- Consulting & advisory firms
What we build
Where AI pays off first
Ask your firm's knowledge
Answers from your precedents, templates and internal guidance, with a link to the exact source for every answer.
First-pass document review
Summaries, key clauses, dates and obligations pulled from contracts and long documents, ready for a professional to check.
Drafting support
First drafts of client emails, memos and engagement letters in your firm's style, always reviewed before sending.
Intake & classification
Incoming documents sorted, named and routed to the right matter or client file automatically.
Built for confidentiality
- Permission-aware: people only get answers from documents they're allowed to see
- Your data is never used to train models for anyone else
- Hosting and model providers chosen to match your privacy and data residency needs
- Every answer cites its source, so it can be checked
- Professionals stay in charge: AI drafts, people decide
- Audit logs of questions and answers, with privacy in mind
What you receive
- A private assistant connected to your document stores
- An evaluation set built from your real questions, with a measured accuracy score
- Access controls that mirror your existing permissions
- A usage policy and short training for your team
- Monitoring and improvements after launch
How we deliver
Proof first. Then scale fast.
- Step 1
Discover
We learn your goals, data and constraints, and agree on what success looks like and how we'll measure it.
- Step 2
Prototype
A focused proof-of-concept on real examples shows what works before larger investment.
- Step 3
Build
We engineer the production system with your team: secure, tested and integrated with your tools.
- Step 4
Secure & launch
Security review, evaluation against agreed benchmarks, and a controlled rollout.
- Step 5
Improve
Monitoring, feedback loops and ongoing improvements as your needs and the models evolve.
FAQ
Common questions
Is our client data kept confidential?
Yes. We design for confidentiality from the start: permission-aware search, no training on your data, and hosting and model providers chosen to meet your privacy and residency requirements. We are happy to sign an NDA before seeing anything.
Can the AI give wrong answers?
Any AI can make mistakes. We reduce them by grounding answers in your documents, showing citations for every answer, measuring accuracy against your real questions, and keeping professionals in the review loop. The assistant supports your experts; it doesn't replace their judgment.
Which systems can it connect to?
Common document stores such as SharePoint, OneDrive, Google Drive and many document management systems. We review your setup in the discovery phase and confirm what's possible before any build.
How long does it take?
A focused proof of concept on one practice area or document set typically takes a few weeks. Wider rollout depends on the number of systems and the access rules involved.
Does ITACC give legal or accounting advice?
No. We build and secure the technology. Your professionals remain responsible for advice to clients, and the system is designed to support their review.
Ready to take AI past the demo?
Tell us what you want to build. We'll reply within one business day, and we're happy to sign an NDA first.