A private AI assistant that knows each client's file, and only that file.
Drop in a client's documents, even scanned ones. Ask a question and get an answer with its source, or a plain "I can't find that". Draft from your own templates, see every deadline, and turn client emails into draft replies. Your firm's data stays in its own space.
Sound familiar?
Small firms run on files, dates and email. The work is careful, repetitive and hard to hand over.
Hours getting across a file
New matter, new staff member, or a client calls about something from last year: someone has to read it all again.
Deadlines in too many places
Conditions, notices, filings and renewals sit in letters, notes and calendars. Missing one is expensive.
The same letters, again
Engagement letters, reports and constitutions start from your precedents, then take an hour to fill in.
Client documents in public AI tools
Staff are tempted to paste files into general chatbots. That's a risk most firms can't see or control.
How it works
Your firm gets its own assistant at its own web address, with its own logins. Each client gets their own workspace.
Add a client
Your practice manager fills in one short form. The workspace, staff access and the client's own email address are ready in seconds.
Add their documents
Upload files or forward emails to the client's address. Scanned PDFs are read like any other document.
Ask, check, draft
Ask about the matter, list the deadlines, run a checklist, or draft from your template. Every answer shows its source.
What your team can do
Everything is organised around your clients, not around a blank chat box.
Answers with sources
Answers come only from that client's documents, name the document they came from, and say so when the file doesn't hold the answer.
One client at a time
Each client's workspace is separate. Ask about one client and the assistant will never use another client's file.
Deadlines first
One click lists every date in the file, with deadlines and what happens next at the top.
Your templates, filled in
Drafts from your own engagement letters, reports and precedents, with what's missing listed for you. Download as Word, marked for review.
Professional checklists
Ready-made checks for your kind of work, such as property purchases, wills and EPAs, and club constitutions for law firms.
Email in, draft out
Forward a client's email to their address: it's filed in their workspace and a draft reply is waiting in your inbox. Nothing is ever sent for you.
Roles that fit a practice
Staff see the clients they work on. Your practice manager adds clients and people. Chat history isn't open for browsing by administrators.
Costs you can see
A monthly AI budget for the firm and a dashboard of usage and cost, so there are no surprises.
Built for your profession
Each kind of firm gets its own instructions, checklists, templates and suggested questions from day one.
Law
- Key dates and deadlines
- Property purchase review
- Wills and EPA instructions check
- Constitutions, clubs and charities
- Engagement letters and reports to clients
Accounting coming soon
- Client files by entity and year
- Questions on invoices and statements
- Filing dates and reminders
Financial advice coming soon
- Client profiles and goals in one place
- Risk questionnaires read, scanned or not
- Review notes and follow-ups
Private by design
Your firm's information is kept apart and under your control.
Your own space
Every firm has its own app, storage and logins, separate from every other firm.
Hosted in Australia
The servers and stored documents are in Sydney on Google Cloud. The AI model itself runs on Google Cloud's AI service; we'll take you through where that processing happens.
Not kept in logs
Questions and documents are not written to our gateway's logs, and chat history can't be browsed by administrators.
You stay in charge
Drafts are for your review. Nothing is filed under the wrong client or sent to anyone without a person deciding.
Simple pricing
A monthly fee per user that includes a set amount of AI use, then usage at cost plus a small margin. Your firm's monthly budget means it can't run away. Ask us for a quote.
Questions
Will it make things up?
It's set to answer only from the client's documents, to show the source, and to say when it can't find something. Drafts are marked for review. It's an assistant for qualified staff, not a replacement for professional advice.
We already use Copilot or ChatGPT. What's different?
Those are general tools. TheAgency is organised around your clients: one workspace per client, your templates and checklists, deadlines first, emails filed by client, and a budget and dashboard for the firm.
How long does it take to get started?
Your firm can be set up the same day once we have your name and your users. After that, your practice manager adds clients in a short form.
Can it connect to our document store or practice management system?
Today, documents are uploaded or emailed in. Connections to document stores and practice systems are on our roadmap; tell us what you use.
Who can see our clients' information?
Only your firm's users, and only for the clients they're given access to. Chat history isn't open for browsing by administrators, including us.
See it with your own kind of work
A 15-minute demo with sample client files for your type of firm. No preparation needed.
Book a demo