AI sits at the core — with the Document, Workbook & Deck editors free — and every business module attaches on top. All first-party, all behind the SCRS firewall, all in one place.
A team of assistants that pick the best model per job, share governed memory, and operate every module through the agentic tool-loop. Includes the complete Document, Workbook & Deck editors, free.
Explore AI Assistants →Add only what you need — every one fully featured, no gating.
Pipeline, quote→invoice→pay, e-sign, matters & ethical walls.
BYO mailbox + AI triage, shared boards, tasks & Gantt.
Website chat run by a governed autonomous AI agent.
Shared inbox, SLAs, KB, AI auto-resolve.
Forms · scheduling · automation, natural-language builder.
SCRS productised: SSO, BYOK, residency, matter walls, audit.
Directory + joiner–mover–leaver + kill-switch offboarding.
One place for settings, storage & governance across the suite.
No "starter" tier with the good parts removed. The base AI plan already includes the work most teams pay several vendors for.
| Capability | In Other Me | Where it usually lives |
|---|---|---|
| AI assistants, best model per job | Core — GPT, Claude, Gemini & Grok, no model gating | Separate AI subscription per model |
| Document, Workbook & Deck editors | Free with every AI plan | A paid office suite |
| CRM with quote → invoice → pay & e-sign | One module, fully featured | CRM + invoicing + e-sign tools |
| Email with AI triage + projects, Kanban & Gantt | Bring your own mailbox, governed | Mail client + a project tool |
| Website Live Chat run by an autonomous agent | Add-on, transcript → CRM lead or ticket | Standalone chat widget vendor |
| Forms, booking pages & automation | Free with CRM (Flows) | Form builder + scheduler + automation app |
| People directory + joiner–mover–leaver | Free with CRM (HR-lite) | A separate HR system |
| DSAR, RoPA, consent, DPIA & audit trail | Governance module, built in | Spreadsheets & a compliance consultant |
| PII firewall before any model sees data | SCRS, patent-pending, on by default | Not offered — data goes straight to the model |
| One control plane for settings, storage & governance | Control Center, included | Admin scattered across every vendor |
Modules add per-seat capacity, never unlock hidden features. See the full breakdown on the pricing page.
Pick the ones that map to how your practice actually works.
Need the security layer for a regulated practice? See Enterprise Security — SSO, BYOK, residency and matter walls (coming soon).
The SCRS firewall is a firewall, not a filter. Permissions are enforced during retrieval, so out-of-scope data is removed before any result exists — and the vector index holds no readable text at all.
Retrieval is permission-aware. Out-of-scope records never make it into results — they’re removed before the search runs.
11 built-in regex types plus spaCy NER for names, orgs and places. Names are tokenised before any third-party model call.
The assistants operate every module through the tool-loop — on tokenised data the model can act on but never read.
Authorised users see real values; released only after cryptographic verification, and fail-closed if anything is off.
The model sees
You see
Around 13 first-party integrations — and anything sent to a third party is pseudonymised through SCRS first.
Google Workspace
Zoom
DocuSign
HubSpot
Zoho CRM
Pipedrive
Odoo
Calendly
Jira
Notion
Airtable
GitHub
Plus Zapier for everything else. Outbound data is pseudonymised through the firewall, so partners never receive raw PII.
SCRS tokenises PII before any model or index sees it, and rehydrates only for authorised users. Patent-pending.
Document, Workbook & Deck are complete and free with every AI plan — no separate office subscription.
Each module is sold whole at one per-seat price. Add-ons add capacity, never unlock features.
The suite is tuned for teams that handle sensitive client data every day.
Clients, retainers, deadlines & governed AI.
Matters, ethical walls & legal hold built in.
Pipelines, fact-finds & consent on record.
Sensitive data, HIPAA by BAA, fail-closed.
UK GDPR compliant and built to the UK Age Appropriate Design Code. ISO 42001 is on track; SOC 2 Type II and ISO 27001 are on the roadmap. Nothing is certified yet — we’ll say so plainly until it is.
Instant start. No charge for 3 days.
