Assistants that pick the best model for each job, remember your practice through shared governed memory, and operate every module via the agentic tool-loop. The base everything runs on — with the free Document, Workbook & Deck editors included.
Three things make the assistant more than a chat box — and all three run behind the SCRS firewall.
Route each task to GPT, Claude, Gemini or Grok — no single-vendor lock-in.
Assistants remember your clients, templates and tone — stored tokenised, never leaked.
It doesn’t just chat — it operates the CRM, Mail, Documents and Flows for you.
Point it at a task and it reaches for whatever it needs — reading what you give it, creating the deliverable, operating your suite, and connecting to the apps you already run. Every step behind the SCRS firewall.
Integrations connect to your own accounts (some Business-tier). CRM & Operations is a +£11/mo add-on and e-signature £2/employee; everything else is included on every seat.
Most tools bet the whole company on one vendor. Other Me routes every task to the model that does it best — long-context reasoning to one, fast drafting to another, code or analysis to a third — so you get the strongest answer without rewiring anything. And because nothing is gated by tier, every plan reaches every model.
Every AI plan comes with the complete Document, Workbook and Deck editors — real, governed apps, not viewers. Draft, calculate and present with the assistant in the page, and never pay a separate office subscription.
Not viewers — full apps that open and save the formats you already use, with a governed assistant sitting inside each one.
Write letters, contracts and reports. Open and save .docx, with the assistant drafting and rewriting in place.
Model, calculate and reconcile. Open and save .xlsx and ask the assistant to build or explain the numbers.
Build a pitch or board pack. Open and save .pptx and let the assistant turn notes into slides.
SCRS is a firewall, not a filter. It is patent-pending (UK App 2602911.6) and runs before any model sees a thing.
Permissions are enforced during retrieval, so out-of-scope data is removed before any result exists — pre-retrieval, not after the fact.
11 built-in regex types — email, UK/US phone, NI number, passport, postcode and more — plus spaCy NER for names, organisations and places, all swapped for tokens.
The assistant reasons over client_4821, never “Henderson Ltd”. The vector index holds zero plaintext; content sits in a separate encrypted store.
Tokens are reversed back to real values only after cryptographic verification — and any failure returns nothing rather than risk a leak.
The agentic tool-loop means the assistant doesn’t just answer — it operates the suite to get the job done.
It reads the CRM record and recent Mail, writes a summary, and drafts the renewal in Document — all on tokenised data.
CRM · Mail · DocumentIt pulls the Workbook numbers, builds the slides in Deck, and explains the variances in plain English.
Workbook · DeckIt reads your bring-your-own mailbox, applies your rules, and surfaces what needs a reply first — with names tokenised before any model sees them.
Email + ProjectsIt assembles a Flows form and scheduling page, then wires the submissions straight into the CRM as leads.
Flows · CRMEvery action is audited and reversible — sensitive writes are draft-and-approve.
The same governed brain, pointed at the jobs your profession actually does every day.
Draft year-end letters, answer client queries from the file, and build management-accounts decks — numbers reconciled, names never leaked.
Summarise a matter, draft correspondence and compare document versions — with ethical walls keeping one matter out of another’s answers.
Turn fact-finds into suitability reports, chase missing documents, and keep consent on record — all on tokenised client data.
Because the moment a client’s name goes into a public chatbot, it has left your control. Same task — two very different risk profiles.
| Other Me’s governed assistant | Pasting into a public chatbot | |
|---|---|---|
| Client data | Names & IDs tokenised before any model — the vendor never sees them | Sent to the AI vendor in the clear |
| What it can do | Operates your CRM, Mail, Documents & Flows for you | Answers text — can’t touch your systems |
| Memory of your practice | Shared governed memory of clients, templates & tone | No memory of your files or systems |
| Record for the regulator | Every action logged to a tamper-evident audit | No trail at all |
| Models | Best of GPT, Claude, Gemini & Grok, per job | Whatever the one vendor gives you |
Your team is almost certainly using AI already. Other Me gives them the same power — with the client data kept out of it.
Because SCRS tokenises PII before any model sees it, the assistant is powerful and safe — the reason a regulated practice can switch it on at all.
