We build intelligent AI workflows for regulated industries
From HR compliance auditing and advisor continuity diagnostics to M&A preparation pipelines, our secure platforms help enterprise professionals automate administrative friction.
Integrated Workspace Platforms
Click to explore each product's full features, workflow modules, self-diagnostics, and licensing plans.
Retaliation Check
Audit manager warning letters and review notices for ADA, FMLA, and EEOC retaliation indicators before they expose your firm to legal liabilities.
- Real-time document scans
- EEOC & FMLA risk mapping
- Handbook policy grounding
AI Solo HR
Centralize FMLA leaves, ADA accommodations, and incident documentation in a unified workspace. Move past fragile tracking spreadsheets.
- R2-secured document vaults
- Audit-ready case timelines
- Google Calendar integration
Succession Lab X
Enable boutique wealth managers and family offices to scale estate transition client intakes. Calculate weighted continuity scores out of 3000.
- 0-3000 scoring algorithm
- White-labeled advisor portals
- Professional PDF continuity plans
AI Valuation Insight
Accelerate seller preparation. Conduct comprehensive 40-point diagnostics, compile strategic buyer synergy matrices, and generate editable Word CIM drafts.
- 40-point readiness wizard
- Synergy Radar mapping
- VDR task boards & Word CIM exports
Stateless Architecture, Zero Public Training
Our B2B systems enforce strict data isolation protocols to protect corporate intellectual property.
Stateless Diagnostic Scans
All client diagnostic wizard records are calculated ephemeral. We do not store sensitive firm records without active subscription vaults.
Data Privacy Guarantees
We contractually commit to data security. None of the transactional data or diagnostic inputs processed in our workspaces are used to train public AI models.
Regulatory Baseline Grounding
Audit engines are grounded in compliance checklists, statutory regulations, and standardized appraisal frameworks to maintain operational accuracy.
Need a Custom Workflow Integration?
Whether you require specialized labor law warning redlines, bespoke estate planning matrices, or custom tenant white-label domains, we construct compliant AI pipelines to match your needs.