Questions we get on the first call.

If you don't see yours, ask it. We'd rather answer it now than have you guess.

Money and timing.

What does an engagement cost?
Engagements start with a setup fee in the low thousands and a monthly retainer thereafter. The exact number depends on the scope document, which we write together before any contract is signed. We don't quote on the first call; we quote after we know what we're building.
How long is the contract?
Our standard agreement runs month-to-month after a 90-day initial term. We don't lock firms into multi-year deals. The relationship works because both sides want it to.
What happens if I want out?
You give us 30 days' written notice. We hand over the documentation, the logs, and the source for everything we built. The hardware was always yours. There is no clawback, no termination fee, no proprietary lock.
How fast can the first workflow be live?
Three workflows live within thirty days of the contract. The pace after that is roughly one new workflow each month, plus maintenance on what's already running.

What hardware do you install?
A small server-class machine that fits on a desk or in a network closet. It runs the AI locally and connects to the rest of your stack through your existing network. We size it to your firm's load.
Is the hardware really mine?
Yes. You purchase it through us at cost or buy it directly. It is your asset, on your books, on your network, in your office. We are a service vendor, not a hardware leasing company.
How is my data kept apart from other clients you work with?
It isn't. Your data never touches a system we control. It stays on the hardware in your office. There is nothing to keep apart because nothing else is on it.
What about the cloud calls? What goes there?
Only work that doesn't touch a specific client. Public company filings, market data, generic templates, drafting boilerplate against industry rules. Every cloud call is logged. None of them include client identifiers.

Do you have an MSA we can send to counsel?
Yes. We send our standard agreement before any contract conversation. It includes the 72-hour breach notification, the records retention, the sub-processor list, and the termination terms. Your counsel marks it up; we negotiate from there.
What's your insurance posture?
We carry professional liability and cyber coverage appropriate for a vendor working with regulated industries. Specifics are in the MSA package.
Are you registered with the SEC, FINRA, NAIC, the state bar?
No. We are a software and services vendor. We are not a regulated entity ourselves. We build systems that operate inside the workflows of the regulated firms we work with. The licensed professionals at your firm review and approve every output before it reaches a client or a regulator.
What sub-processors do you use?
We name them in the MSA. The list is short. A cloud AI provider for non-client work, a hosting provider for the website, an email-sending vendor for contact-form replies. We don't work with sub-processors that won't sign data-handling terms equivalent to ours.