Which AI office tools keep client data inside the building?
A local AI team for small regulated firms: knowledge search, meetings, tasks and client memory, with no data leaving the office.
Researched Sep 27, 20264 solutions reviewedAI in the cloud: 2 of 4
Prismatic Agents makes Prismatic. Its row is first, highlighted and labelled, so you can compare every solution against it; the others follow alphabetically and are ranked by nobody. Every value carries an evidence label; "Where Prismatic leads" is our view as its maker.
The situation today
Law firms, clinics and accountants want AI for documents, email and meetings, but client confidentiality pulls against cloud AI. The big assistants now offer data residency in-country, which is not the same as nothing leaving the building. A small but real on-premises field is growing.
Machines and chips in use: No robots: office PCs, a document store, and either a cloud tenant or an on-premises server.
The chart
MeasuredPublishedReportedEstimateNot disclosedNot disclosed is never shown as “no”.
Solution
Type
Machine and chip
Where its AI thinks
Lasting memory
Offline
Price
PrismaticWe make it
Lasting local mind (never controls motion or safety)
Mac mini M5 Pro 64 GB as the site's control centre (retrofit)
Local only Measured
Lasting memory with sources, receipts and handover Measured
Yes Measured
US$22 per person a month, unlimited turns; 64 GB Mac mini (M5 Pro) about US$2,699 once per site (proposed sector licence) Estimate
Harvey · Harvey
Legal AI platform
Microsoft Azure
Cloud (Azure OpenAI models) Published
Matter workspaces Reported
No Published
Enterprise pricing (not disclosed) Not disclosed
Microsoft 365 Copilot · Microsoft
AI assistant across Office
Microsoft cloud
Cloud, processed inside the tenant's geography Published
Grounded in the tenant's mail and files Published
No Published
Per-user subscription Published
Nextcloud Assistant (llm2) · Nextcloud
Local AI in a self-hosted collaboration suite
Your own server; llama.cpp, GGUF models
Local (on-premises) Published
Assistant over Nextcloud files and chat Published
Yes Published
Open source; enterprise support paid Published
Zylon / PrivateGPT · Zylon
On-premises private AI platform
Your server, or 'Zylon in a Box'
Local Published
Document retrieval (RAG) Published
Yes Published
Not disclosed Not disclosed
What Prismatic would cost you
Sector price: US$22 per person a month, unlimited. Proposed list prices in US dollars; change the numbers and everything updates.
First year—
Each year after—
Five years—
Prismatic licence only, five years—
What this sector pays today, five years—
Cloud AI instead, five years—
What this sector pays today: Enterprise AI seats US$30 per user a month on top of the base suite (Microsoft 365 Copilot) (Published, source). That is often a whole product; Prismatic adds the lasting local memory beside it. Hardware is bought by you from Apple or NVIDIA. Electricity at 14.2¢/kWh around the clock. Prices are proposals until the first customer agrees them. How Prismatic is licensed
Run your numbers
A cloud AI seat or a box in the office
Per-seat cloud AI against one local box over the years.
Cloud seats over the period—
Prismatic over the period (Mac mini + Studio licence)—
How it works: cloud = staff × seat × 12 × years; Prismatic = Mac mini once + staff × licence × 12 × years (unlimited turns).
Reviews and gaps
One card per solution. Strengths first; gaps are about this job, not about the product being bad.
HarveyHarvey · Legal AI platform
Our review. The leading legal AI, with strong security certifications and no training on customer data.
Gaps for this job. Cloud-hosted; priced for large firms.
A whole AI team in a box: memory, meetings, tasks and documents, not just chat over files.
Nothing leaves the building, including the model.
Remembers how the firm wants things judged, and keeps receipts of every change.
Say-so honesty: 'not in the records' instead of guessing.
How Prismatic solves it
Host: Mac mini M5 Pro 64 GB as the site's control centre (retrofit).
A Mac mini in the office runs the whole AI team; nothing leaves the building.
No robot needed.
Knowledgebase with sources and contradiction checks (F25, F07, F06); meetings with decisions (F21); tasks with confirmation (F17, F11).
Genesis builds a studio for the firm (F43); restore points and audit (F13, F12).
Hosts. Prismatic runs on a 64 GB Mac mini (M5 Pro) beside machines that already work, and is carried next into new machines on the Jetson AGX Orin 64 GB, the host for greenfield sites.
Retrofit: Mac mini with M5 Pro, 64 GB, 64 GB unified, 307 GB/s; about US$2,699 (US$1,699 base plus US$1,000 for 64 GB (Apple configuration prices, reported)).
Licence here (proposed sector price, US$): US$22 per person a month, unlimited turns. What this sector pays today: Enterprise AI seats US$30 per user a month on top of the base suite (Microsoft 365 Copilot) Publishedsource. Design-partner pilot: US$5,000 for 90 days, credited in full to the first year's licence. How Prismatic is licensed
Status: Runs today: the studio's team of agents, memory, meetings, knowledge and documents, all local. Features used: Knowledgebase search, Sources per reply, Contradiction finder, Meetings + decisions, Native board, Confirm-before-write, Local-only, Receipt ledger / audit, Genesis.
A day with it: A paralegal asks what the firm decided about a client's filing deadline; the answer cites the meeting decision and the card that tracks it.
Genesis Blueprint · Business blueprint (BRD)
The team Genesis would build for this
A whole AI team inside the office: knowledge, meetings, tasks and client memory, and nothing leaves the building. Offering clients a private, local AI practice is a business decision with revenue and risk, so a Business Requirements Document fits.
Managing partner's chief of staffyour companionMonday prioritiesDiscreet, organised
Engagement managerDeadlines and deliverablesStructured, dependable
Research and knowledge librarianAnswers from our library with citationsCurious, exact
Privacy and compliance officerRetention, conflicts, consentPrincipled, calm
Client relations leadPrepared for every client callGracious, clear
Meeting scribeMinutes and follow-upsAttentive, concise
First 30 days
Index procedures and two years of engagement files
Start the decision register
Set retention rules
Scribe every partner meeting
How we'll know it works
Prep time down 30%
0 client data leaving the office
Every answer sourced
A monthly offer for other firms
In a Prismatic studio this blueprint waits in the Marketplace, ready to be born: Genesis gives each role an original name, look, voice and character, and nothing starts until the founder presses Generate. Founders can also write their own blueprint step by step in the Blueprint Builder.
Investment outlook
Score64/90
Money in the market4/5
Ease of funding now3/5
Local-mind advantage3/5
Approach: No robot; a box in the office.
Market: Large: many privacy-sensitive small firms; appliance plus subscription is a known model.
Funding: Moderate: crowded 'private AI' field; needs a sharp vertical to stand out.
Business model (hypothesis): Appliance plus subscription (hypothesis).
Why fund it, and the risks: Large privacy-sensitive SMB market; local AI appliance trend. Risks: crowded, incumbents adding private modes.
First validation step: Interview 10 small practices about AI and privacy blockers. Goal: 2 paid pilots.
Scores are first-pass hypotheses from general industry knowledge (UseCase file 05), not researched market sizes.
For patient investors
The same mind, market after market.
Retrofit sites pay first on a 64 GB Mac mini (M5 Pro) beside machines that already work. Greenfield machines carry the same mind inside, on the Jetson AGX Orin 64 GB, licensed per machine. The horizon (blackouts, wilderness, space) is where a mind that needs no cloud is not a feature but the point.