Pick a date range and get a file that says what your AI was given in that window, and by whom. Hand it to a regulator or to your own legal team.
Point at August 15th. Download what the AI was given that day. Send it.
In buildThe offline verifier passes 17 of 17 checks. Nothing in the app calls it yet, and that is the work.
Comply
Set the rules
Decide before you send.
Choose field by field what an AI tool can see, and see exactly what it receives before anything leaves. What you hold back stays back.
Client name private. Pricing private. Summary shared. The tool gets the summary.
Verified67 checks, 67 passed, on the desktop app. This is the one we can stand behind today.
Leverage
Put it to work
Then use AI properly.
Most teams limit AI because they cannot show what it saw. Once you can show it, the limit moves. That is the whole argument and it is not a feature.
HIPAA, FERPA, SOC 2. They ask the same question: prove what it was given.
The pointNothing to buy here. This is what the first two are for.
01
Your records stay on your computer.
only collects records from the sources you set up. Those records are saved on your own computer or storage. does not keep a copy of your data.
Connecting a source does not give an AI model access to it. Your records are available for you to search, review, and export.
02
Decide what each record can share.
Built-in privacy controls let you choose what inside each record can be shared. Keep details like client names, pricing, or full message text private, and share the rest.
03
AI gets only what it needs.
When a connected AI tool asks a question, finds the records that are relevant to it and applies your privacy controls before anything is sent. Everything else stays on your computer.
When you choose an external AI tool, the information you release is processed by that provider under its terms.
04
Audit all of your AI use.
Every exchange with a connected AI tool is recorded: what was asked, what was shared, and what AI created. Search your AI history and see every conversation that touched a client, a project, or a case.
Export that record for your own review.
supplies the record. Your team decides how to use it.
MemoryIntelligence
Your computer
EmailMessagesDocumentsAI chats
Records folder
✕
servers0 recordsNo copy of your data
Privacy controlsEmail sent · Proposal follow-up
From
Date
Client name
Pricing
Message text
Summary
→
Can be sharedEmail sent · Proposal follow-up
From
Date
Client namePrivate
PricingPrivate
Message textPrivate
Summary
AI tool
Which proposals are still open?
Your records
Email sent · Proposal follow-up
Meeting notes · Weekly ops sync
Proposal draft · Harbor project
Document revised · Campaign brief
Decision · Launch date moved
Proposal sent · Fall retainer
AI conversation · Q3 budget
Sent to AI
Proposal follow-up
Harbor project
Fall retainer
3 of 7 records sentPrivate fields withheldLogged
0Asked about directly
0Part of a wider review
Renewal terms questionShared · 2Created · Answer
Draft renewal emailShared · 3Created · Draft
Q3 account reviewShared · 41Created · Report
Pipeline summaryShared · 18Created · Summary
Example searchExport
Before a team rollout.
Agree on the sources, authorized users, storage location, and retention requirements for your setup.