The same governed suite, shaped to how your sector works — the workflows, the language, and the compliance obligations that come with handling other people’s sensitive data.
Client onboarding & AML, MTD-era workflows, engagement letters with e-sign, and an AI that never sees raw client financials.
Explore →Matters & ethical walls, conflict isolation, document drafting and a governed AI that respects privilege.
Explore →Fact-finds, suitability, vulnerable-customer care and FCA-minded record-keeping — capture to advice, governed.
Explore →Patient data handled with structural privacy, consent & DSAR tooling, and an AI blind to identifiers.
Explore →Not a generic CRM with a compliance bolt-on. Each practice gets the same governed core — CRM, email, documents, governance — arranged around the work you actually do and the regulator looking over your shoulder.
Bring clients on with AML-minded onboarding, send engagement letters that get e-signed, and run quote → invoice → pay end to end — all while the AI works on tokenised data, never raw financials.
The model sees the token. Your team sees the client.
Organise work by matter, isolate conflicts with ethical walls, and draft documents fast — with a firewall that removes out-of-scope material before a search result ever exists.
Block-before-search: conflicts can’t surface in the first place.
Run fact-finds, suitability and vulnerable-customer care through governed forms and pipelines — with an audit trail and retention controls that match how your file should look if anyone asks.
Identifiers are tokenised before any third-party model is called, and the vector index holds no readable text — so the AI is blind to who a record belongs to while still being useful to your team.
Released only after cryptographic verification. Any failure returns nothing.
Every sector here shares the same obligations: prove who saw what, honour subject requests, keep records, and never let an AI wander into data it shouldn’t. Those controls aren’t an enterprise upsell — they’re how the product is built.
SCRS enforces permissions during retrieval, so out-of-scope data is removed before any result exists — block-before-search, fail-closed.
11 built-in regex types plus spaCy NER for names, orgs and places. The AI sees client_4821; your team sees the real name.
Governance module covers subject access, records of processing, consent, DPIA and AI impact assessments — with an immutable audit trail.
Matters with ethical walls and field-level role-based access keep conflicts isolated and limit who sees sensitive fields.
Place holds, run eDiscovery, and keep retention and residency in one Control Center — UK/EU data residency throughout.
HR-lite offboarding ties into SCRS: when someone leaves, their data access is logically revoked — not left to a manual checklist.
The same path whatever your sector — capture work, do it with governed AI, prove it later.
Leads, enquiries and fact-finds come in through Flows forms and booking pages, your bring-your-own mailbox, or website Live Chat — landing as governed records, not loose files.
Draft documents, triage email and answer client questions with best-model-per-job routing — on content that’s already tokenised, so sensitive data never reaches the model.
Quote → invoice → pay runs end to end with e-sign and a public Revolut pay page; share sensitive files through governed links and a client portal.
Every action lands in the audit trail. DSAR, RoPA, consent, legal hold and retention sit in Governance and Control Center for when a regulator asks.
Every sector here shares one problem: you can’t point a normal AI at client data. SCRS removes that blocker by construction — so you get the productivity without the exposure, and the audit trail your regulator expects.
How SCRS works →If you handle sensitive client data under a regulator, Other Me almost certainly fits. Talk to us about your workflows.
Per-seat pricing from £24/seat. Office editors free with AI; Flows & HR-lite free with CRM.
