Persistent memory. Document intelligence. Human-in-the-loop approval. Deployed under your brand and getting smarter with every conversation.
Three layers of persistent intelligence that make the AI smarter with every interaction.
Learns who you are — your role, preferences, communication style, and key decisions. Facts are extracted automatically from conversations, reinforced over time, and confirmed by you when the AI is confident enough to ask.
Every document your organization has — contracts, handbooks, meeting notes, product specs — indexed and searchable by meaning, not just keywords. The AI answers from your actual data, not guesses.
Past interactions compressed and retained across sessions. The AI remembers what you discussed last week, connects the dots, and picks up where you left off.
Every action the agent takes — from editing a document to sending a summary — is surfaced as a proposal. Your team reviews and approves before anything changes. No autonomous actions. Ever.
No autonomous actions. Every output requires explicit human approval before it takes effect.
Accountability by design. Clear line of ownership at every step. The AI assists — humans decide.
Trust earned, not assumed. Consistent, transparent behavior builds confidence over time.
Source: Firm_Standard_Clauses.pdf, Section 7.2
| Agntic Agent | Copilot | Claude | ChatGPT | |
|---|---|---|---|---|
| memoryPersistent memory | Cross-session profiles | None | Basic memory | Basic memory |
| searchDocument search | Hybrid RAG + confidence | File upload only | File upload only | File upload only |
| lockData privacy | Your environment | Cloud | Cloud | Cloud |
| paletteYour brand | White-labeled | Microsoft | Anthropic | OpenAI |
| manage_accountsManaged service | Fully managed | Self-service | Self-service | Self-service |
From first conversation to deployed agent in weeks, not months.
We audit your workflows, define use cases, and establish the baseline output your retainer will be scored against.
We ingest your documents, configure the agent, set up the profile system, and deploy under your brand.
Ongoing management — vault updates, model upgrades, new tools, and quarterly performance scoring.
Discovery fee applies toward build cost for clients who move forward.
Workflow audit, use case definition, and output baseline. 1–2 weeks. Applies toward build cost if you proceed.
Book DiscoveryVault maintenance, model upgrades, quarterly performance scoring, and continuous tool library updates.
Get StartedFinal pricing depends on team size, document volume, and integration scope.
Start with a discovery call. We'll map what your team needs and show you what persistent context looks like in practice.