01
Document drafting
Start with your approved engagement letters, memo formats, and firm language. Do not start with a blank prompt.
Designed outcomeFirm-ready first drafts
Private AI for professional firms
Private AI inside your walls. Measured in 90 days. Guaranteed.
For CPA, law, insurance, and wealth-management firms of 10 to 75 professionals. Your client files, workpapers, and drafts stay on hardware in your building. Nothing reaches a public AI provider.
30 minutes · No preparation · No client data needed
Private AI inside your walls2:04
Captions are included in the video.
Start with the work
AI drafts. Your professionals decide.
The first 90 days focus on three repeatable workflows where speed matters and professional judgment stays in charge.
No unsupervised tax answers. No black-box client advice. Every output stays reviewable.
02
Workpaper summarization
Turn dense workpapers into review notes, open items, and partner-ready context without re-reading every page.
Designed outcomeFaster review cycles
03
Client communications
Draft clear, consistent requests and explanations. Your professional reviews every word before it leaves the firm.
Designed outcomeLess inbox drag
The operating reality
You already know the math isn’t working.
Hiring experienced staff is the No. 1 current issue for firms with 11 to 30 professionals. Workload and capacity ranks No. 3. Across every firm size, managing change from technology and AI is the top five-year issue.
The tool that could give your team hours back is also creating a new control problem. Putting client information into unapproved public AI tools can create confidentiality, security, and disclosure risk.
Across professional services, 34% report using AI tools their organization has not sanctioned. That is shadow AI: unmanaged risk created by people trying to get the work done.
Private AI that actually gets used
Three parts. One accountable outcome.
Most deployments stop at software. PrivateStride combines the private system, the behavior change, and the ongoing operator.
Every engagement starts with the Private AI Assessment for On Site AI, so the install is scoped on your numbers, not ours.
01The Sovereign Stack
The private system.
NVIDIA and Apple hardware, hosted in the United States or installed in your building. USA-sourced open-weight models, trained on your business.
See the security boundary02The Absorption Method
The 90 day adoption plan.
Baseline three workflows. Redesign the work. Train champions. Remove friction weekly. Measure the hours that come back.
Walk through the 90 days03Managed AI
The accountable operator.
Updates, monitoring, security, new use cases, and quarterly reviews are managed around one operating number: time returned.
See what we manageInstallation and Managed AI
Scope agreed in your assessment.
Installation covers the on-site equipment, the 90-day Absorption Method, and training; Managed AI is a quarterly service covering updates, monitoring, security, new use cases, and reviews. Both are quoted in your assessment.
What this means for your firm
A capacity case you can inspect.
The target, the usage, and the economics stay visible. Every assumption can be challenged before you buy.
5 to 10hours
A target range, set from your baseline
Your actual written target is agreed after we measure the three workflows. No blanket productivity promise.
0public providers
Client content sent to public model companies
Your client content stays inside your building and does not reach a public AI provider.
13weeks
From baseline to proof
You see usage and recovered time each week, not a success story assembled after the fact.
Capacity without a recruiter
Redeploy recovered time to the work clients are waiting for.
Controls that support your program
Technical safeguards and AI-specific WISP documentation are included.
A more transferable operation
Documented workflows and measured adoption make the firm easier to scale and diligence.
The math partners actually run
Start with capacity. Show every assumption.
An illustrative capacity calculation for 30 professionals, using time recovered and your chosen hourly value.
Example for 30 professionals
$1,440,000 in potential annual capacity
If each professional recovers 5 hours a week across 48 working weeks at a $200 realization rate, the model produces 7,200 recovered hours and $1,440,000 in annual capacity.
30 professionals × 5 hours × 48 weeks × $200 = $1,440,000.
This is a capacity model, not a revenue forecast. It assumes recovered time is redeployed at the realization rate shown. Results depend on adoption, demand, and how recovered time is used.
Installation and Managed AI are quoted in your assessment.
Inspect the measurement methodThe guarantee
Hit the written time recovery target. If not, we keep working at no additional charge until you do.
We agree on the number after your baseline. You watch it move for thirteen weeks. Participation requirements and full terms are written into every proposal in plain language.
Read exactly how it worksReview the public terms summary
Firms that would rather not house equipment
Firms that would rather not house equipment: the Private AI in the Cloud assessment ($4,500) is the same two weeks, hosted in a US data center.
Who it’s for
CPA, law, insurance, and wealth management firms with 10 to 75 professionals.
For partners who are done waiting for the hiring market to save them. You should also be willing to back a better workflow with real leadership.
An honest fit check
This is not for every firm.
- Not an unsupervised tax-answering system
- Not consumer AI with a policy memo around it
- Not for leaders unwilling to assign champions
The Private AI Assessment for On Site AI
Find out whether your firm needs this. In writing.
Two weeks, remote, with a written report. The $9,500 fee is credited in full toward installation within 90 days.