WorkSwarm for Professional Services

Pitches won, engagements staffed, reviews delivered.

Humans and AI agents working side-by-side for Engagement Manager, Practice Lead teams.

Your data, your network

Privileged matter stays in the firm. We come to it.

For Consulting practices, signed contracts, deal terms, and IP filings stay in your DMS under attorney client privilege. Workswarm sees clause types and redline drafts only.

Firm's Document VaultPrivileged. Audit logged.DMSiManage or NetDocumentsSigned contractsMatter FilesClient identities, deal termsClause Extractor SLMRuns in firm's tenant.Trained on firm's precedents.MCP TunnelOutbound only.Firm holds the keys.PRIVILEGED MATERIAL DOES NOT EXITMETADATA AND DRAFTSCarries clause types and redline suggestionsWorkswarm Legal WorkspacePer firm tenant. Adapter encrypted with firm KMS.MatterOrchestratorLegal SLMTrained on firm's ownprecedents, in firm's voicePer firm LoRA adapterRedline,Renewal TrackerDrafts review notesPrivilege Preserving AuditDocuments stay by reference. Metadata and drafts logged.Managing partner can delete the workspace any time.PRIVILEGE SAFE

Never leaves your side

  • Full text of signed contracts and matter files
  • Client identities and counterparty names
  • Deal terms, valuations, IP filings
  • Internal partner notes and strategy memos

Crosses, encrypted

  • Clause types and document classifications
  • Redline suggestions in the firm's house style
  • Renewal alerts (matter ID and a relative date)
  • Workspace audit metadata

What Workswarm does

  • Routes the request through the firm's matter workflow
  • Calls per firm SLM trained on firm's precedents
  • Returns redline drafts the lawyer can accept or modify
  • Never stores contracts. Stores matter level metadata only.
OK
Compliance picture. Attorney client privilege preserved because privileged material never crosses the firm's perimeter. State bar and bar council confidentiality rules met. ISO 27001 controls match. GDPR processor obligations are minimized by design.
Firm document vaultMetadata only tunnel trafficWorkswarm Legal WorkspacePrivileged perimeter
See the full architecture

Also relevant for Consulting

GST and Income Tax under DPDP and India residency. DPDP Act 2023 satisfied because data never leaves Indian soil and consent is per action. GST regulations met because no portal access happens outside the CA session. The CA remains data fiduciary. Right to deletion is a single API call.

See GST and Tax architecture
See full architecture

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