What Paige does, Atlanta, GA
45 workloads. A disclosed data flow. A person approves every send.
You have seen the lists: dozens of AI automations you can build this weekend, no code. The productivity is real. The catch is that almost every one of those automations runs in the cloud and routes your client data through servers you do not control, without telling you which ones. Here is the same work, run by a private AI employee with a named provider and a written data map before you sign.
A coworker, not a chatbot.
Most AI is a chatbot in a browser tab. You type, it answers, you copy the text somewhere, you close the tab. Paige is the opposite. She does the routine work and hands a person on your team a finished draft to approve.
| A chatbot | Paige |
|---|---|
| Gives you text to paste somewhere. | Does the job and saves the work where it belongs, then waits for a person to approve it. |
| Lives in a browser tab and starts from zero every session. | Set up around your firm and how you work. Built so inference can move on-premise. We disclose exactly where it runs today, before you sign anything. |
| Answers questions. | Works the routine pile so your team spends its day on the decisions only they can make. |
Even the people selling AI the hardest tell you the same thing: review every output before it goes out. We did not bolt that on as a warning. We built it in. A person on your team approves every send, and Paige never sends on her own.
The work Paige clears for a firm
We turn these on one at a time, starting with the back-office work AI handles best. Each one passes a quality check before it goes live, and anything outbound is drafted for a person to approve first.
Client email and replies
The inbox is where most of the day goes. Paige drafts, a person on your team approves and sends.
- Drafts replies to client emails in your firm's voice
- Turns a one-line instruction into a full, formatted reply
- Writes status updates ('where is my file') from your own records
- Drafts follow-up messages for threads that never got an answer
- Drafts polite declines for pitches and requests you need to turn down
- Writes thank-you and check-in notes that reference the actual conversation
- Rewrites a rough draft into your firm's tone before a person sends it
- Prepares ready-to-edit answers to the questions you get over and over
Documents and summaries
The reading pile that eats focus time, handled on the box where the documents already live.
- Summarizes a long email thread into a short readout
- Summarizes a contract, notice, or statement into plain language
- Pulls the key dates, numbers, and obligations out of a document
- Answers a plain question about your own files with a citation to the source page
- Compares two versions of a document and lists what changed
- Prepares a one-page brief before a meeting from the file history
- Turns meeting notes into decisions, action items, and next steps
- Combines a stack of documents into one summarized readout
- Pulls a clean summary out of a transcript or recording you provide
Intake, data entry, and records
The copy-paste work that never gets done, with a named provider instead of a vendor's undisclosed cloud.
- Reads the documents a client sends and pulls the details into your system
- Fills in intake forms from information the client already provided
- Catches missing fields and flags what to go back and ask the client for
- Categorizes and labels incoming documents so they file themselves
- Keeps a running client record up to date from new messages
- Drafts an onboarding packet for a new client from your template
- Builds an intake questionnaire tailored to the engagement
- Turns a spreadsheet the firm runs on into a clean, summarized view
- Prepares a draft invoice from project details, for a person to review and send
Research and monitoring
Paige watches the sources you connect and brings you the signal. You decide what she can see.
- Scans the sources you choose each morning and briefs you on what matters
- Tracks news and changes about your top accounts or your competitors
- Pulls a prospect's public background into a one-page prep sheet before a call
- Watches for renewal dates, deadlines, and follow-up windows and surfaces them
- Summarizes a long report or article against the work your firm actually does
- Compiles a weekly digest of what happened across the inboxes you connect
- Flags the threads that need a human reply today
- Collects positive client feedback into a file you can reuse later
Back-office and operations
The recurring busywork that keeps a small firm running, drafted for a person to sign off on.
- Drafts a client update from your project log or task tracker
- Turns a rough process description into a written standard operating procedure
- Drafts proposals from your template, scoped to the engagement
- Builds a first-draft FAQ from the questions clients actually ask
- Organizes and renames files following a naming convention you set
- Processes receipts into a categorized, totaled sheet for review
- Generates subject-line and headline options for a piece of outreach
- Reviews your stated goals against progress and drafts a monthly readout
- Sorts a voice memo or brain dump into tasks, ideas, and follow-ups
- Drafts a client newsletter from the month's updates, for a person to approve
- Prepares a meeting agenda from the open items in a thread
Architecture
A person on your team approves every send.
Paige drafts. A person on your team reviews and approves before anything goes out. Built so inference can move on-premise. We will tell you exactly where your deployment runs today, before you sign anything.
Draft, never send
The system prepares a reply. It cannot transmit anything on its own.
Encrypted at rest
Credentials and stored records are encrypted, decrypted only at the moment of use.
Full audit trail
Every action is logged to an append-only record your team can review.
Remote-first support
24 hour response target, next business day resolution target.
Pick the first workload. We will help you scope it.