Firm leaders
Operations doesn’t scale with clients, hiring is slow and expensive, and the partners are asking “what’s our AI plan?”. Keystile is the safe way to say yes.
What changes
Section titled “What changes”- Capacity without a hire. Onboarding, CRM updates, document chasing and meeting follow-ups done by AI assistants and saved workflows, in the systems you already use.
- Compliance says yes. Every action is checked against your firm’s rules first; anything sensitive waits for a person; everything is in a record an examiner can verify.
- No passwords handed to AI. Apps are connected once, centrally. Remove an AI tool’s access in one click.
- Costs you control. Monthly and yearly budgets on paid AI and media tools, enforced before each call.
How firms usually start
Section titled “How firms usually start”- Pick one workflow that costs the most hours — usually new-client onboarding or meeting follow-ups.
- Measure first: Replay your past activity or run Shadow mode for two weeks.
- Turn it on with approvals on anything client-facing, then relax what proves safe.
- Add the next workflow.
Where it runs
Section titled “Where it runs”Managed by us, or on your firm’s own servers or cloud account. Your administrator sets the protection level; Keystile Fortress, the highest, is the default.