Who We Serve
Private AI for Firms That Keep Other People’s Confidential Information
We build on-premise AI for Springfield and Missouri businesses whose client files come with legal duties attached. The AI runs on a server in your office, so the work gets faster and the files stay put.
CPA Firms & Tax Preparers
Summarize client ledgers, draft client letters, search past workpapers, and pull figures from W-2s, K-1s, and IRS notices, all on a server in your office. Tax return information is covered by IRC §7216, and the IRS and FTC Safeguards Rule expect a written information security plan. A local system keeps client returns away from outside AI companies.
Law Firms
Search your own briefs, pleadings, and precedent library; summarize depositions and discovery; draft first versions from your firm’s templates. Answers come from your documents with the source shown. Missouri Informal Opinion 2024-11 asks lawyers to vet the confidentiality of any AI tool they use; with a local system, the tool is your own server.
Independent Insurance Agencies
Compare policy language, summarize coverage for clients, and draft renewal letters without pasting Social Security numbers or medical details into a cloud tool. The Missouri Insurance Data Security Act requires vendor oversight for anyone who touches your nonpublic information; a local server is one less vendor to vet.
Title Companies
Pull key terms from contracts, closing disclosures, and title commitments on your own hardware. ALTA Best Practices Pillar 3 calls for a written information security plan and careful vetting of software vendors that touch nonpublic personal information.
Healthcare Offices
Administrative work only: intake forms, scheduling, insurance paperwork, and billing questions. Under HIPAA, a cloud AI vendor that handles patient information needs a business associate agreement; a local system keeps that work inside the practice. Talk to us before any patient information is involved.
Other Businesses Handling NPI
Financial advisors, lenders, dealerships that arrange financing, and any business that holds nonpublic personal information. If your files are sensitive and you want AI that never leaves your building, ask us.
Oriam AI builds and supports the technology. We do not give legal, tax, or compliance advice; your attorney, compliance officer, or accountant decides what your firm’s rules require.
See What a Private System Would Take for Your Office
Tell us your firm type, how many people would use it, and what you want AI to handle.