Secure Copilot for Professional Services
Mid-Market Advisory Firm
Private copilot over 120k deal documents — citation-backed answers with RBAC aligned to practice groups.
67%
Faster research cycles
98%
Citation accuracy on golden set
0
Cross-practice data leaks in audit
Challenge
Associates spent hours searching SharePoint and email for precedent. Generic chat tools were blocked by legal — no citations, no access control.
Solution
Hybrid retrieval pipeline with citation enforcement, practice-group RBAC via existing IdP, golden-set evals, and admin dashboard for corpus governance.
Stack & delivery
“Legal approved it because every answer carries a source — and people outside your practice can't see your deals.”
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