Give your team a useful place to start
Repeated questions pull the owner away from customer work. Staff may know the answer exists but struggle to find the right estimate, policy, or job note. An agent can be designed to retrieve relevant information and prepare an answer with sources for a person to check.
The starting point is one recurring question, a reliable set of records, and a clear definition of a useful answer. If a better form or a simple rule fixes the problem, that may be the right first step.
What does “local” mean?
A local language model processes information on hardware in your business environment. That can give you greater control over model processing. It does not automatically make an entire workflow offline: email, backups, remote support, and other connected services can have their own data flows.
We scope the records the agent may access, where each part of the workflow runs, and which actions need a person's approval. Permissions, maintenance, and source quality matter alongside the model.
A workflow to discuss
Illustrative workflow, not a reported customer result.
- A question arrives. An employee asks whether an estimate includes a particular service.
- The agent checks approved records. It identifies the current estimate and any documented changes, with links to the sources.
- Uncertainty stays visible. A missing approval or conflicting version is flagged for the responsible person.
- Your team makes the commitment. A changed price or exception follows your existing approval process.
The aim is to reduce searching and repeated explanation while keeping important decisions with your team. A pilot should measure review and maintenance time as well as any time saved.
For law firms: evaluate Onbox around one task
Onbox is our locally deployed AI offering designed for attorneys. Begin with a specific task, such as working with approved matter documents, and confirm the proposed deployment's connections and controls before sharing live information.
Local processing does not guarantee privilege, confidentiality, legal compliance, or accuracy. The full information path, matter access, retained copies, and professional review still need evaluation. Test with fabricated examples before introducing approved client material.
What shapes the scope and quote?
Bring the task, the source material it needs, your current software, and an example that still requires human judgment. Hardware, integrations, user access, testing, ongoing maintenance, and support expectations should all be agreed as part of the proposal. There is no one-size-fits-all implementation price or promised time saving.