Custom GenAI Copilots (RAG)

A private assistant embedded in your systems for search, drafting, and analysis grounded on your documents.

What's included

~70%

faster

document search 

Professional services & finance · 6–10 week deployment

What's included

The problem with knowledge locked in documents

Answers live across contracts, wikis, and old email threads. Staff burn hours searching for something someone already wrote, or redo work that already exists.

We build a private copilot that retrieves from your actual documents and cites its source, so answers are grounded instead of guessed.

Our standard
Indexed from your documents and systems
Answers grounded with citations
Access controls matched to your org
Monitoring + retraining as content changes

Deliverables

What's included

01
Strategy

Architectural alignment before implementation.

02
Build

Controlled deployment of automation infrastructure.

03
Handoff

Operational enablement and system ownership transfer.

04
Support

Ongoing performance governance and system optimization.

How we work

A process built for results

Clear milestones, constant communication, and zero hand-waving. Here’s how we get from idea to impact.

Step 01
Discovery & Success Criteria

We map your current workflows, identify bottlenecks, and define clear metrics for success.

Step 02
Map Workflows + Data Access

We document every step, identify bottlenecks, and determine what data and systems need to connect. No surprises down the road.

Step 03
Build + Test + Security Review

We build incrementally, test thoroughly, and review security at every stage. You see progress weekly and can give feedback early.

Step 04
Launch + Monitor + Iterate

Go live confidently. We monitor performance, catch issues, and optimize based on data.

Our stack

AI agents & internal tools examples

See what's possible

Real scenarios we’ve automated for teams like yours

Knowledge
Copilot
Internal Search
INPUTS
Employee question
AUTO
Retrieve
Summarize
Cite source
RESULT
Legal/Ops
Copilot
Contract Q&A
INPUTS
Contract question
AUTO
Retrieve clause
Summarize
Cite
RESULT
Sales
Copilot
Proposal Drafting
INPUTS
RFP or brief
AUTO
Pull past proposals
Draft
Cite sources
RESULT

What clients say

FAQ

Common questions

Everything you need to know before we start working together.

It’s a private assistant that searches your actual documents before answering, then cites where the answer came from, instead of relying on general training data.

It answers from your indexed documents. If it can’t find a grounded answer, it says so instead of guessing.

In your own environment or a private instance, depending on your setup. We review access and security before anything is indexed.

Contracts, wikis, past proposals, email threads, tickets, and most internal documents your team already has.

Pricing depends on the number of document sources and access controls needed. You’ll get a scoped number after the discovery call.

A single-source copilot can launch in 6 to 8 weeks. Multi-system copilots with access controls take longer.

Yes. Access controls are matched to your org structure, so a copilot only surfaces what a given user is allowed to see.

Yes. We set up reindexing cycles so new and updated documents get picked up without a manual rebuild.

GET STARTED

Let's find your highest-ROI AI use case

Book a discovery call or send us a message.
We’ll get back to you within one business day.

A 30-minute call to find where AI pays off fastest for you. No pitch, no pressure, just a focused look at your workflows.

Schedule a discovery call

Tell us about your goals, and we’ll tailor our expertise to fit your needs. Fill out the form below, and we’ll get back to you soon. 

We'll only use your info to respond to your inquiry.