Mortgage brokers
Review loan files, compare lender criteria, summarize client documents, prepare submission notes, and preserve a clear handoff trail.
Private AI without the cloud-document tradeoff
Mortgage
Research
Journalism
Medical
Compliance
Professional work demands a private, secure AI workspace
TeamOffice helps professional teams query sensitive documents, review materials, summarize evidence, draft reports, prepare decisions, compare records, and preserve the work — while private files stay controlled, local-first, and reviewable.
AI answers from your own documents, with proof you can inspect. Don't just ask AI. Verify it.
DOCvault
Maintain local-first document sets in your browser, not in a new cloud repository.
More than GPT
Deep search a large document set, project file, research archive, loan packet, medical record bundle, or investigation folder. More than any chat window can hold.
Workflow lookup
Search internal files, web sources, policies, records, reports, databases, and domain-specific resources from inside the workroom.
Receipts built in
Use DOCsafe and DOClink to inspect what AI saw, what it did not see, and exactly where answers came from.
AI Confidentiality Warning
Public chatbots are not private workrooms.
Generic AI tools are useful, but they were not designed around professional document custody, redaction, source verification, workflow handoff, or audit-ready review.
Not controlled by default
Public AI workflows often lack project-level custody, team permissions, replayable records, and document-specific audit trails.
Not verifiable by default
Most chat answers do not preserve a clean chain between the claim, the source passage, the redaction boundary, and the reviewer’s final decision.
Built differently
TeamOffice is designed around private documents, redaction, verifiable answers, replayable project files, and controlled professional workflows.
Local-first vault
Workflow lookup
Specialist agents
DOCsafe redaction
DOClink receipts
No learning curve
Why TeamOffice is different
Built for professional work that needs privacy, proof, and handoff.
TeamOffice is not just another AI chat window. It combines local-first document custody, workflow lookup, specialist agents, redaction, provenance, and replayable project files inside one controlled professional workroom.
Aspect
Unique benefit
Impact for professional teams
1
Local-First Vault
Documents remain in the browser, not a new cloud repository.
Keeps sensitive work under team control.
2
DOCsafe Verification
Granular redaction and privacy controls around what AI receives.
Reduces unnecessary exposure of client, patient, financial, commercial, or confidential information to external models.
3
DOClink Provenance
Trace AI answers back to original documents, passages, and evidence cards.
Keeps AI outputs accountable, reviewable, and easier to verify before they are relied upon.
4
Replayable Project Files
Preserve session context, references, redactions, notes, artifacts, and source pointers.
Enables cleaner handoffs between staff, specialists, reviewers, managers, clients, and remote teams.
5
Workflow Lookup Integration
Search internal files, policies, reports, databases, web sources, and other professional materials.
Brings research and document review into the AI workflow without replacing the systems professional teams already use.
6
Specialist Agents
Preconfigured and custom agents with domain-specific roles.
Gives teams tailored support for research, drafting, analysis, review, and decision preparation.
7
Domain Specialist Agents
Useful across mortgage, research, journalism, medical, professional services, compliance, and operations.
One platform can support multiple vertical workflows without becoming generic mush.
8
Limited AI Context
AI receives only the working context needed for the task.
Minimizes unnecessary exposure while still allowing AI to help with real document work.
9
Professional Review Focus
AI supports the work. Human judgment decides what moves forward.
Supports supervised, accountable use by professional teams, specialists, managers, reviewers, and support staff.
10
Free BYOK to Advanced Plans
Join free with bring-your-own-key access, then upgrade as your team needs more.
Makes serious AI practical for individuals, small teams, and growing organisations.
AI capability without losing custody of the work.
TeamOffice gives professional teams the privacy, provenance, workflow control, and handoff structure they need to use AI on real work — not just toy prompts.
DOCvault
Your documents stay with your team — and become more useful.
TeamOffice does not ask your office to move sensitive files into a new cloud document repository. DOCvault is the local-first working layer for the documents, references, PDFs, notes, redactions, evidence cards, and session artifacts used in professional AI work.
Query more than a chat can hold
Search selected document sets as work happens, retrieving what projects instead of forcing whole projects into one prompt.
Add material as the project develops
Add new documents, choose existing workspace files, or bring web page content into the session as reference material.
Search and view PDFs
Vault documents are viewable as PDFs in the document viewer and searchable with powerful matching tools.
Move the work
Form sets, remove files, move selected material into new workflows, or hand the session to another authorized reviewer.
The practical difference
DOCvault lets AI collaborate with the working record while retaining privacy, control, and reviewability.
Works with your existing systems
Not another database. A workroom around the systems you already use.
Most professional teams already have trusted systems for documents, records, research, templates, policies, customer data, and internal knowledge. TeamOffice does not try to replace them.
It gives your team the private AI workroom around those materials: agents, document search, reference lookup, redaction, verification, session replay, and a defensible trail.
Search documents, sources, and references
Search web sources, policies, records, reports, client material, research databases, and internal knowledge, then bring relevant links and summaries directly into your AI session. Results stay connected to the work.
Internal files, policies, web sources, records, research databases, and other trusted sources as they are added
Workflow-aware web search for documents, policies, records, research, and supporting professional material
Mortgage, research, journalism, medical, professional services, compliance, and operations workflows
Language and style toggles for drafting and review
VERTICAL FIT
Built for document-heavy professional teams.
TeamOffice supports teams that work with complex files, sensitive information, evidence, policies, research, and decisions that need to be reviewed later.
Researchers and analysts
Query large archives, compare papers, summarize sources, extract themes, build literature maps, and keep source evidence attached.
Journalists and investigators
Organize interviews, transcripts, public records, notes, timelines, and source material while preserving fact-checking trails.
No heavy retraining
If your team can use a computer and ChatGPT, they can use TeamOffice. The real power is not in learning a new system — it is in having AI work from your documents, your workflow, and your professional judgment.
Workflow intelligence layer
Built for research, drafting, review, and decision support.
TeamOffice is not just a generic chat window pointed at documents. It combines specialist agents, controlled tools, vault search, web reference capture, and repeatable workflows for professional work.
01
Specialist Agents
Preconfigured and custom agents with complementary skills for research, drafting, review, analysis, summarization, and document-heavy work.
02
Mortgage workflows
Review client files, summarize applications, compare lender policy, prepare broker notes, and identify missing documents.
03
Research workflows
Summarize source sets, compare claims, extract themes, build literature reviews, and preserve source trails.
04
Journalism workflows
Analyze transcripts, organize source material, build timelines, fact-check claims, and prepare interview follow-ups.
05
Medical and health workflows
Summarize records, compare guidelines, draft administrative materials, and support review under professional supervision.
06
Project building
Collect facts, organize issues, summarize evidence, prepare timelines, preserve notes, and build reviewable project files.
Discussion mode
Add documents, links, and references while the work is happening.
Professional work develops as you read, question, compare, research, and revise. In TeamOffice, a session can grow around the task.
Add new documents, pick existing workspace files, or bring in web page content as reference material. The workroom behaves less like a one-off prompt and more like a live professional workspace.
Project files
Client documents, records, reports, applications, interviews, PDFs, notes, and prior work.
Reference sources
Policies, public records, research papers, web pages, guidelines, databases, and source notes.
Workspace files
Reuse existing documents without rebuilding the session from scratch.
Evidence trail
Keep sources, references, redactions, and outputs attached to the work.
DOCsafe
Know what crossed the wire - and what did not.
When professional teams use AI, privacy cannot rely on vague assurances. DOCsafe helps redact sensitive information before working context is sent to frontier LLMs such as GPT, Claude, or Gemini.
The result is a session-bound record of what was shared, what was redacted, and what stayed protected.
DOCsafe helps answer critical questions
What did AI actually receive?
What was redacted before sharing?
Which protected values stayed local?
Did the AI echo, mismatch, or invent protected tokens?
Can the verification evidence be preserved with the session?
Privacy becomes reviewable.
DOClink
Professional AI needs receipts.
In serious work, an answer is only useful if you can check it. DOClink connects AI-generated answers back to the documents, passages, search results, notes, verification records, and evidence cards that support them.
Reference images can store metadata that allows the original search to be re-run against the local vault document for review.
No need to simply trust the AI.
Verify the source
Inspect the match
Re-run local searches
Preserve evidence cards
Keep the receipt with the session
Replayable project files
Restore the work, not just the chat.
Professional work rarely happens in one sitting or with one person. A staff member may prepare the first pass. A specialist may organize documents. A manager may review findings. Another team member may continue the project later.
TeamOffice project files can be passed between accounts with session replay, references, notes, redactions, document pointers, trusted database results, artifacts, evidence cards, compact memory, and audit history preserved.
References
Pinned excerpts, links, notes, and supporting materials remain attached to the session.
Source results
Sources, records, database, and web references discovered during research stay connected.
DOCsafe records
Redactions, token mappings, and verification evidence are preserved with the work.
Document pointers
The session keeps references to the original documents used, queried, or reviewed.
Artifacts
Drafts, summaries, issue lists, review notes, and evidence cards remain part of the record.
Compact memory
A new agent can understand the prior work without re-consuming the full chat history.
Custom agents and tools
Build AI collaborators around your team’s workflow.
TeamOffice works with BYOK or native agents, depending on plan. Create up to 100 custom agents with defined roles, skills, tool access, and workflow boundaries.
The goal is not autonomous professional work. The goal is controlled AI collaboration under human supervision.
Define the role
Mortgage file reviewer, research analyst, source checker, policy assistant, document summarizer, project reviewer, client response drafter, or operations assistant.
Assign skills
Draft, summarize, compare, retrieve, reason, issue spot, and answer grounded questions.
Control tool access
Enable vault search, web reference capture, workflow tools, project lookup, and source verification where appropriate.
Preserve the trail
Keep notes, artifacts, redactions, references, and provenance bound to the session.
How it works
Built around how professional work actually happens.
Step 1
Open a workroom
Choose a mode, select an agent, and start from a familiar chat-style interface.
Step 2
Add documents and sources
Use vault files, PDFs, web pages, case links, references, correspondence, templates, and notes.
Step 3
Work with AI
Ask questions, summarize, compare, review, draft, research, and build case materials.
Step 4
Verify the boundary
Use DOCsafe to inspect what was shared, what was redacted, and what stayed protected.
Step 5
Check the receipts
Use DOClink to trace answers and evidence cards back to sources and local document matches.
Step 6
Save or hand off
Package the session so another reviewer can inspect, continue, annotate, or return the work.
Privacy, security, and auditability
Local-first professional AI with verifiable redaction.
TeamOffice is built for sensitive, document-heavy professional workflows where confidentiality, control, and auditability project from the beginning.
When AI support is used, TeamOffice shares only the limited working context needed for the task. DOCsafe verification shows what was shared, what was redacted, and what stayed protected.
Local-first document custody
Your sensitive files can remain in-house, inside the browser-based vault on authorised machines.
Limited AI context
External AI receives only the working context needed to help with the task at hand.
BYOK or native agents
Use your own model keys or TeamOffice’s native agent options, depending on plan.
Professional review
AI supports the workflow, but final judgment remains with the responsible person or team.
Plans
Start simple. Add power when your team needs it.
TeamOffice can support free BYOK access, native agents, specialist agents, document vault workflows, workflow lookup, DOCsafe redaction, DOClink verification, replayable sessions, and advanced project file handoffs depending on plan.
Available features vary by plan.
Core / Free BYOK
A private AI workroom using your own model keys.
Professional
Expanded vault workflows, specialist agents, workflow lookup, drafting, review, and source verification tools.
Team
Advanced handoffs, replayable project files, audit features, team controls, and organization-level workflow support.
FAQ
Questions professional teams usually ask first.
Do we have to upload sensitive documents to a cloud repository?
No. TeamOffice is local-first. DOCvault is designed so files can remain in-house, in the browser-based vault on authorized machines.
Can TeamOffice work with more information than a normal AI chat?
Yes. TeamOffice searches selected local document sets as work happens and retrieves relevant material when needed, instead of trying to place the whole project in one conversation.
What does AI actually see?
Only the limited working context needed for the task. DOCsafe can redact sensitive material before external AI models receive it.
Is TeamOffice only for one industry?
No. TeamOffice is designed for document-heavy professional work across industries, including mortgage, research, journalism, medical, compliance, operations, and professional services.
Does TeamOffice replace our existing systems?
No. TeamOffice extends the systems you already use. It provides the workroom, agents, vault, redaction, verification, and audit trail around your existing documents, sources, and workflows.
Can we verify where an answer came from?
Yes. DOClink connects answers and evidence cards back to source materials, search results, verification records, and local document matches.
Can staff prepare work for professional review?
Yes. Staff can prepare a session, add notes, collect references, flag issues, and hand off replayable work for professional review.
Is this unsupervised professional work?
No. TeamOffice is designed for professional review. AI supports research, drafting, organization, and analysis, but judgment remains with the responsible person or team.
Platform Depth
Serious AI capacity, without the generic-AI bottleneck.
TeamOffice combines model choice, specialist agents, custom skills, third-party integrations, and workflow-focused AI support.
75+
Frontier & open source LLMs
100
Custom agents with skills
12
Specialist agents
300+
Third-party connectors
Join Free / Request Access
Give your team a private AI workroom.
Query private document sets. Draft and review professional materials. Search sources. Verify important claims. Preserve the evidence trail.
Collaborate securely with AI
Use familiar AI workflows while DOCvault keeps sensitive documents local-first and protected by DOCsafe verification.
Preserve the work
Restore sessions across authorized accounts with notes, references, redactions, artifacts, professional results, compact memory, and document pointers intact.
Verify every answer
Use DOClink provenance, evidence cards, and live local re-search to connect outputs back to source materials.