Self-Employed
A private AI assistant for people who run their own business.
Sole traders, consultants and freelancers often handle client information alone and do their own admin. A private AI assistant can help with drafting, organising and finding information, without client details going to public AI services.
Use cases
Key AI use cases
Everyday help that frees time for paid work.
Drafting and writing
Draft proposals, quotes, client emails and reports from your notes, in your own style.Finding your own information
Ask questions across your past proposals, contracts and project notes.Admin and planning
Summarise long emails, prepare to-do lists and organise notes from client calls.Document summaries
Get a quick summary of a long contract, brief or report before you read it in full.
Who it helps
Built around the people doing the work
Who it helps
- Consultants and contractors
- Freelancers and creative professionals
- Sole traders and tradespeople
- Small owner-run businesses
Challenges we often hear
- Admin that takes time away from paid work
- Client information that should not go into public AI tools
- Past work and notes that are hard to find again
- No in-house IT support to set things up
How it works
From notes to a finished proposal
An example of how a consultant might use a private assistant.
Your information
- Proposals and quotes
- Contracts and briefs
- Client notes
- Email and documents
Private AI environment
- Hosted in an environment you control
- Searches only what each user may access
- Shows the sources behind each answer
What your team gets
- Drafts in your own style
- Answers from your own files
- Summaries and to-do lists
Set up for you
We set up a private assistant and connect the folders you choose.
Add your notes
You add notes from a client call and ask for a draft proposal.
Reuse past work
The assistant draws on similar proposals you have written before.
Draft is ready
It prepares a draft in your usual structure and tone.
You finalise
You edit, check prices and details, and send it yourself.
Benefits
What it can mean for your organisation
The outcomes we design for. Results depend on your data, people and processes, and are agreed with you rather than assumed.
More time for paid work
Less time spent drafting and organising.
Client details kept private
Your client information stays in your own environment.
Your past work, reused
Find and build on previous proposals and notes.
Set up and managed for you
No need to run the technology yourself.
Capabilities
AI capabilities and recommended models
AI capabilities
- Drafting emails, proposals and reports
- Question answering across your own files
- Summarising documents and email threads
- Organising notes into actions
Recommended model types
General-purpose language model
A single capable model for drafting, summarising and answering questions.
Embedding model for document search
Finds the right passages across your own files.
Specific models are chosen during design based on your data, languages, accuracy needs and infrastructure, and explained in plain language.
Integrations
Works alongside your existing systems
Typical systems we plan around. Integrations depend on the systems you use and the access they allow, and are confirmed during design.
- Cloud file storage
- Calendar
- Office productivity tools
- Accounting software exports
Security & compliance
Security, privacy and compliance
Security is considered throughout design, deployment and operation, and discussed openly.
In every environment
- Designed so your data is not shared with public AI services
- Access tied to your own users and permissions
- Hosting location agreed with you
- Configuration documented, so it is never a black box
Considerations for Self-Employed
- Client information kept out of public AI services
- Access limited to you and anyone you choose
- Your files remain yours, with clear arrangements for export
- Your own data protection obligations as a business, for example under UK GDPR, discussed during setup
Compliance stays with you and your advisers
Case studies
Case studies in Self-Employed
No published case studies yet
We publish case studies only for completed projects that clients have approved for publication. There are none for Self-Employed yet. We are happy to talk through how a project could be scoped.
Discuss a projectRelated solutions
Explore a private assistant for your business
Tell us about the work you do and the admin that slows you down, and we will suggest a simple starting point.
