Client and project areas
A dedicated workspace with one area per client or project, and your firm's documents brought in.
AI Secure Workspace
AI that works from your firm's own knowledge.
A context-aware AI workspace for your firm, organized by client and project, with guardrails built in.
- Fixed written scope
- Typically 4 to 6 weeks
What it is
A workspace your firm owns.
A chat window doesn't know your clients, your documents or your way of working. The AI Secure Workspace gives the AI your firm's clients, documents and workflows to work from.
Built on the AI platform your firm already licenses, or the one that fits your work best.
Talk to AgentivReal workflows
Two or three of your real workflows set up, with one tool connection, usually email or calendar.
Guardrails
Guardrails and access rules, tested against prompt injection, data poisoning and oversharing before handover. The access rules follow least privilege: each person and each tool reaches only what its work needs. Zero trust by design: no request is trusted just because it comes from inside the workspace.
Staff training
Training for your staff, and a short operating guide to keep.
The shape
Four to six weeks.
A fixed written scope, typically delivered in 4 to 6 weeks. The length depends on how many documents come in and how many workflows are set up. Your files need to be digital before week 1.
| When | What happens |
|---|---|
| Week 1 | Discovery: your clients, workflows, documents and rules. The workspace is set up. |
| Weeks 2 to 3 | Your existing documents come in, with one area per client or project. |
| Weeks 3 to 5 | Two or three of your real workflows are set up, with templates, guardrails and one tool connection, usually email or calendar. |
| Final week | Your employees run real work in the workspace, are trained, and receive a short operating guide. |
Deliverables
What you receive.
AI that knows your clients and documents. Routine reports, letters and summaries take less time, and knowledge stays when people leave.
Delivered to your firm
- A working AI workspace that your firm owns.
- Documented workflows and templates.
- Guardrails and access rules.
- Staff training.
- A short operating guide.
It fits best when
- Your files are already digital and in cloud storage, such as SharePoint, Google Drive or Dropbox.
- Your firm uses Microsoft 365 or Google Workspace, so the work can be done remotely. Where it can't, we come on site.
- Your firm is willing to use cloud AI under business terms.
Not the right fit
Firms that are mostly paper-based, or whose policies forbid cloud AI altogether.