Get to the right internal material faster.
Policies, SOPs, templates, client-service notes, and reference material become easier to search and reuse.
JVT Technologies LLC
We build document assistants and workflow automations for law firms, advisory teams, and professional-service businesses that need faster internal work without handing sensitive material to a generic chatbot.
Start with one controlled document set, ask practical questions, review cited source passages, and decide whether a scoped pilot is worth building around the workflow your team already runs.
Example question
Grounded answer
Staff can review closed matter files when there is a documented client-service reason and access is logged. The answer should be verified against the retention policy before action.
Upload internal documents
Ask a real workflow question
Review cited sources
Move to a scoped pilot
The Point
Policies, SOPs, templates, client-service notes, and reference material become easier to search and reuse.
Responses point back to passages so a person can review the supporting material before acting.
Use AI to prepare intake summaries, draft responses, route work, and reduce repeat admin effort.
What We Build
JVT starts with one painful workflow, builds around the documents and rules already inside the business, and keeps a human review step in the loop.
01
A controlled internal assistant that searches approved documents and returns cited answers. Useful for firms with policies, templates, matter notes, retention rules, engagement terms, and repeated internal questions.
02
Turn emails, notes, forms, and raw client requests into cleaner triage summaries and reviewed next actions.
03
Give staff a faster way to find the right internal answer without hunting through folders or interrupting a senior person.
04
Connect the assistant to repeatable handoffs, checklists, drafts, and review queues once the first workflow proves useful.
Sample Demo
The sample uses synthetic internal-style documents for public safety. The workflow is the real one: upload, index, ask, answer, cite, and review.
Synthetic documents. Real workflow pattern. No client material shown.
How Work Starts
Confirm the workflow, the document types, the privacy constraints, and whether a demo is worth your time.
Map the current process, repeated questions, handoffs, and places where staff lose time.
Build around one document set, one team, or one operational pain point so the first version stays measurable.
Add intake, drafting, routing, or broader knowledge search only after the first system proves useful.
Pricing
First conversation
Free
20-30 minutes to decide whether the workflow and timing make sense.
Paid first step
Starting at $500
A focused review of the documents, process, privacy constraints, and best pilot path.
Flagship pilot
Starting at $3,500
One real workflow with document indexing, cited answers, testing, and handoff notes.
Company
New Jersey domestic limited liability company serving U.S. clients.
Outreach, demos, project notes, and client work are reviewed before they move forward.
Projects are scoped around what should stay private, what can use APIs, and what needs review before use.
Contact
Send the document types, repeated questions, current bottleneck, and any privacy constraints. A real person will review it and respond.