BUSINESS

Private AI for Law and Accounting Offices

Paxa Media, a technology company in Rijeka, Croatia, sets up safe local AI for law and accounting offices: it runs on the office's own machine or a dedicated server, with access rules, a person checking every output and safeguards against data leaks when staff use AI. A first project covers one task, such as finding and summarising documents in the office's own archive or one checkable administrative step. The price depends on the hardware or hosting, the volume of documents and the integrations.

Private AI for law and accounting offices: a local or dedicated setup for confidential files, access rules, a person checking every output, and clear rules for staff on which AI tools may be used for which data.

Fixed-scope quoteReply within 1 business dayAny stack or languageBased in Rijeka, Croatia (EU)

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Where it goes wrong today

  • •Staff paste client documents into public AI tools because the office has no approved alternative.
  • •Nobody can say where prompts, files and answers are stored, or for how long.
  • •Partners want help with research and paperwork but cannot risk confidential client information leaving the office.
  • •An AI answer without its source cannot be checked, so it cannot be used.

What the first setup includes

  • •A local or dedicated AI setup for one agreed task, tested on sample files you approve
  • •Search and summaries over the office's own documents, each answer linked to its source file
  • •Drafts for one checkable administrative step, such as sorting incoming documents or preparing a standard form, reviewed before use
  • •Access rules per role and a log of what was asked and answered
  • •A one-page staff guideline: which AI tools may be used for which data

Who it is for

  • •Law offices that want to search and summarise their own files without sending them to a public AI service
  • •Accounting offices that want to automate one verifiable administrative task, with a person checking the result
  • •Audit, tax and other advisory teams whose client agreements require confidentiality

How we start

We start with one task and the files it needs. Together we decide which documents the model may read, where it runs (the office's own machine or a dedicated server), who may use it, what is logged and for how long, and who checks each answer before it is used. The setup is tested on sample files you approve and goes into daily use only after the office signs it off.

What "local" has to mean

Running a model on an office machine does not by itself keep data in the office: integrations, updates, backups and plugins can all send data out. We list every outbound connection the setup needs, switch off the ones the task does not need, and write down when an external service may be used, if at all. Answers stay suggestions: a lawyer or an accountant decides what goes to a client, a court or an authority.

What you get

  • •A data map for the chosen task: which files the model may read, where it runs, what is logged and for how long
  • •The installed setup on the office's machine or a dedicated server, tested on sample files you approve
  • •Access rules per role and a list of every outbound connection
  • •A review step: answers are suggestions until a person approves them
  • •A one-page guideline for staff on which AI tools may be used for which data
  • •A written summary that your legal adviser or data-protection officer can review

What we need from you

  • •One task to start with and the person who owns it
  • •A sample of files you approve for testing
  • •The machine or server that will run it, or a decision to rent a dedicated one
  • •Your confidentiality and retention requirements, as you understand them

Not part of a first project

  • •Legal or tax advice, or an opinion on whether the setup meets your obligations
  • •Answers used without a person's review
  • •Training a model from scratch
  • •Any data not approved in the data map

What drives the cost

  • •Hardware or hosting: the office's own machine or a rented dedicated server
  • •Volume and formats of the documents
  • •Integrations with document management, email or accounting software
  • •Logging, retention and access requirements
  • •Updates and checks after go-live

Illustrative example: invented data

Illustrative example: invented data, not a client case.

Situation

A six-person law office keeps years of contracts and correspondence on its own server. Associates spend hours looking for earlier clauses, and some have started pasting documents into a public chatbot.

Approach

A local model on a dedicated machine in the office indexes one archive folder. Each answer links to the documents it used, access follows the existing folder permissions, the machine has no outbound connections beyond agreed updates, and staff get a one-page rule on which AI tools may be used for client material.

Intended result

Associates find earlier clauses in the office's own files with the sources attached, a partner checks anything that goes to a client, and the office knows which data the AI may touch.

Frequently asked questions

Do our client files leave the office?

Not for a task set up locally: the model runs on a machine the office controls. A local setup can still reach the internet through integrations, updates or plugins, so we list every outbound connection, switch off the ones the task does not need, and write down when an external call may happen.

Is this legal advice on confidentiality or data protection?

No. We design and document the technical setup. Whether it meets your obligations is for your legal adviser or data-protection officer to decide, and our data map is written to help that review.

What can a first project be?

One task. For a law office, finding and summarising documents in its own archive, with links to the sources. For an accounting office, one checkable administrative step, such as sorting incoming documents or preparing a standard form for review.

Can staff still use public AI tools?

That is the office's decision. We help you write down which tools may be used for which data, and the local setup gives staff an approved option for confidential material.

Who checks the answers?

A person, every time. Answers come with their sources and stay suggestions until a lawyer or an accountant has checked them.

How is it priced?

By the hardware or hosting, the volume of documents, the integrations and the logging and access rules. You receive a proposal once the first task and the files involved are clear.

Further reading

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