Managed AI operations · for firms

Give your firm a managed AI box that does the work.

Dedicated, secure, and tuned to your vertical. Domain-trained agents plug into your tools and knowledge — provisioned, monitored and run by us, so your team just gets results.

5
Verticals live
<3 wk
Typical setup
100%
You own your data
24/7
Managed for you
The platform

A full AI operations stack, managed for you.

01

Your own managed box

A dedicated, isolated environment per firm. No shared models trained on your clients.

02

Domain-trained agents

Agents that speak your vertical — your terminology, rules and quality bar.

03

Connects to your tools

Email, storage, CRM and practice software. Agents read and write where you work.

04

Living knowledge base

SOPs, templates, pricing and precedent in one place — sharper with every use.

05

Built-in guardrails

PII detection, action gating and audit trails. Humans stay in the loop on what matters.

06

Fully managed

Monitoring, updates, backups and support — no infrastructure to babysit.

Industries

Built for document-heavy professional firms.

See a demo
Legal

Legal practices

Contract review, intake, research, matter management.

See the demo →
Insurance

Insurance brokerages

Quote comparison, submissions, claims, compliance.

See the demo →
Real estate

Commercial real estate

Lease abstraction, deal analysis, tenant communications.

See the demo →
Immigration

Immigration consultants

Eligibility scoring, document prep, deadline tracking.

See the demo →
Mortgage

Mortgage brokers

Income verification, GDS/TDS analysis, documentation completeness.

See the demo →
More coming

Accounting & advisory

Workpaper review, reconciliations, suitability, meeting prep.

Coming soon
How it works

First call to live box in three weeks.

1

Discovery call

We map your workflows and current tools.

2

We configure

Your box, agents and knowledge base for your vertical.

3

Connect tools

Securely link email, storage and practice software.

4

Go live

Your team starts; we monitor, tune and support.

Pricing

Monthly, scaled to your firm.

Starter
From $220/mo
Single practice · 1 box
  • Up to 3 agents
  • 2 tool integrations
  • Knowledge base
  • Email support
Book a demo
Practice
From $490/mo
Growing firm · fully managed
  • Up to 8 agents
  • All core integrations
  • Guardrails & audit
  • Priority support
  • Quarterly tuning
Book a demo
Multi-seat
From $990/mo
Multiple offices or brands
  • Unlimited agents
  • Multi-office setup
  • Custom integrations
  • Dedicated contact
Talk to us
Why a managed box

Run for you — not another tool to wire up.

biz.box

  • Dedicated, isolated environment per firm
  • Agents tuned to your vertical and rules
  • We provision, secure, monitor and update
  • Connected to real tools, with audit trails
  • One monthly price, month-to-month

DIY point tools

  • Shared, generic chatbots and add-ons
  • Generic output you re-prompt and re-check
  • You stitch it together and maintain it
  • Copy-paste between disconnected apps
  • Per-seat sprawl across subscriptions
Get started

See biz.box running on your own workflow.

Book a 30-minute demo. We will show your vertical's box live and scope setup for your firm.

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✓ We will be in touch within one business day to schedule your demo.