Private AI that turns professional files into useful work product
AI-in-a-Box helps firms analyse documents, spreadsheets, and case or client files to produce answers, summaries, comparisons, extracted data, and first-draft outputs — all inside your own environment.
AI-in-a-Box is a private AI appliance for law firms and accounting firms that turns complex client files into faster answers, clearer summaries, structured extraction, and first-draft work product — inside your own environment.
What it actually does
Plain-language capabilities, not AI jargon. Here is what your team can do on day one.
Summarise large folders of files
Turn hundreds of documents into a concise, navigable summary in minutes instead of days.
Compare contracts, versions, and reports
Surface changes, conflicts, and inconsistencies across document sets automatically.
Extract figures, clauses, dates, and entities
Pull structured data from unstructured documents — obligations, parties, amounts, deadlines.
Answer questions across a case or client folder
Ask natural-language questions and get cited, source-grounded answers from your own files.
Draft first-pass memos, reports, and checklists
Generate reviewable first drafts of internal work product from the underlying documents.
Support voice-based interaction
Query files and request summaries using voice during review sessions or meetings.
Keep all work inside your environment
No client data leaves your infrastructure — private deployment by design.
Why firms care
The value is in the work that gets faster, not the technology underneath.
Turn file review into minutes, not hours
Increase team capacity without adding headcount linearly
Respond to clients faster
Reduce repetitive analysis work
Standardise first-pass output across the firm
Keep sensitive client material under your control
Built for professional services
Purpose-built for the document-heavy, detail-critical work that law firms and accounting firms do every day.
For Law Firms
- Matter file analysis and summarisation
- Contract comparison and clause extraction
- Chronology and issue list generation
- First-draft memos and client updates
For Accountants
- Data extraction from statements and invoices
- Period comparison and variance analysis
- Working paper and review pack preparation
- Advisory-ready insights and draft commentary
How it works
Four steps from raw files to reviewable work product.
Connect or upload a matter / client folder
Point AI-in-a-Box at the files your team is already working with — PDFs, spreadsheets, correspondence, contracts.
AI-in-a-Box indexes and understands the files
The system reads, structures, and cross-references your documents inside your environment.
Your team asks questions, compares, or requests a draft
Interact naturally — ask questions, request comparisons, or generate first-pass work product.
The system returns cited, reviewable output
Every answer references source documents. Your professionals review, refine, and approve.
Why private deployment matters
Privacy is not the headline — it is the trust layer that makes adopting AI in professional services possible.
Your files stay in your environment
No data egress to third-party AI services by default.
Human-reviewed outputs
Every output is designed to be reviewed and approved by qualified professionals.
Audit trails and policy controls
Full logging, usage tracking, and configurable access policies.
No reliance on public AI tools
Confidential client material never touches shared infrastructure.
Product modules
Core capabilities available now, with an expanding roadmap shaped by real firm workflows.
Core Capabilities
Roadmap • Coming Soon
See what the output looks like
Sample outputs from real-world professional workflows — cited, structured, and ready for review.
Key Issues Identified
The dispute centres on alleged defective waterproofing in Units 4–8 of the Coastal Pines development, with the applicant claiming losses of $342,000.
Sources: Statement of Claim [p.3–5], Expert Report — Morrison Engineering [p.12], Correspondence 14-Mar-2025
Timeline
• Oct 2023: Settlement completed, possession taken
• Mar 2024: Water ingress first reported by owner
• Jul 2024: Independent inspection commissioned
• Jan 2025: Proceedings filed in NCAT
Sources: Contract of Sale [cl.8.2], Inspection Report [p.2–4], NCAT Application
Key Obligations
Builder warranty under Home Building Act s.18B includes waterproofing for 6-year major defect period. Builder’s last response denied liability, citing owner modifications.
Sources: Contract [Schedule 3], Builder correspondence 22-Nov-2024
Revenue
Total revenue increased 12.3% ($1.42M → $1.59M), driven primarily by a 23% uplift in advisory service fees. Product revenue was flat at $680K.
Sources: P&L Q1 [row 4–8], P&L Q2 [row 4–8], Revenue Breakdown Schedule
Notable Variances
• ▲ 18.4% Employee costs — two additional hires in March
• ▲ 31.2% Professional fees — one-off legal settlement advisory
• ▼ 9.1% IT costs — renegotiated SaaS contracts
• ▼ 5.3% Occupancy — sublease income commenced
Sources: GL Detail [accts 6100–6450], Payroll Summary, Vendor invoices
Draft Commentary
EBITDA margin compressed from 22.1% to 19.8% primarily due to timing of new hires. Excluding one-off legal fees, underlying margin was 21.3%.
Sources: Management Accounts [Summary tab], Board Pack Q1
See what private AI looks like in a real firm workflow
Book a personalised demo and we'll walk through your actual document types, your team's workflow, and the output you can expect.