Industries
Private AI for professional services.
Accounting, engineering, consulting, insurance, and legal firms run on documents and institutional knowledge. Private AI makes that knowledge searchable, on infrastructure you own.
The problem
Valuable knowledge, hard to reach.
Professional firms are document heavy and knowledge heavy. The expertise clients pay for is spread across engagement files, precedents, and the experience of senior people. When that knowledge is hard to find, work slows down and newer staff cannot lean on what the firm already knows.
Relevant capabilities
What PrivateRack brings to it.
Company Knowledge
Search engagement files, precedents, and procedures in plain language.
Learn morePrivate AI
A private assistant grounded in your firm's own work.
Learn moreStorage & Backup
Central, backed-up storage for client and matter files.
Learn moreAutomation
Controlled workflows for routine document preparation, with approval.
Learn moreExample workflows
Controlled workflows, with human approval.
Automation follows the path from information to action. A person approves the steps that matter.
Draft a first version of a routine document from a firm template, for review.
Approval required
Assemble the relevant precedents for a new matter.
Approval required
Summarize the key terms across a set of client contracts.
Approval required
Example workflows. Illustrations only.
What could your team ask?
Example questions.
- What did our prior engagement letters say about scope for work like this?
- Find the precedent documents we used for a similar matter.
- What is our internal review process for this type of deliverable?
- Summarize the key terms across a set of client contracts.
- Which past engagements are most similar to this one?
- What does our methodology say about handling this situation?
- Find the firm's standard language for a given clause.
- What deadlines and deliverables are in this engagement file?
Example questions. Generic illustrations, never real customers.
The data it works with
Built around the information you already have.
- Engagement and matter files
- Precedents and templates
- Client contracts
- Internal methodology
- Firm procedures
- Institutional knowledge
See what PrivateRack could do with your firm's knowledge.
Request an assessment. We review your engagement files, precedents, and workflows, then size a deployment to your firm.