Private AI for Long Island practices, Nassau & Suffolk Counties, N.Y.: AI that never leaves the building.
We build, install, and support a dedicated AI assistant for Long Island law firms and financial offices: one that answers your phones, knows your files, keeps track of clients, and handles the follow-up. It runs on hardware you own or infrastructure you control, so privileged and protected client information is never handed to an outside AI vendor.
Prefer email? hello@longisland.ai
- What
- A dedicated AI assistant for your practice that we build, install, and support
- For
- Law firms · Financial advisors & accountants · Real estate brokerages
- Where
- Nassau & Suffolk Counties
- How
- On hardware you own, or infrastructure you control
Fig. 0The building, at work
An illustration with invented names and times: the floor plan of a small practice, inside its property line, with the AI assistant on a server in its own room. A call comes in at 9:47 PM with the office closed; the assistant answers and books a consultation for Thursday at 10:00. Someone in an office asks for the signed Doe letter; the assistant reads the file room and finds it on page 2. A consultation ends; the assistant drafts the follow-up and leaves it on your desk, waiting for a person to approve it. Every route runs to the server inside the building. Nothing is sent to an outside AI.
Sent to an
outside AI
00/3 jobs done
§ 01The difference
Most AI tools work by sending your files somewhere else.
AI receptionists, chat assistants, and document tools typically process your data on the provider's servers. For a practice bound by privilege, confidentiality, or financial-privacy rules, that means another company holding your clients' information. We build the other kind.
- Where it's processed
- On the vendor's servers, outside your office.
- Who holds a copy
- You, the vendor, and often the vendor's own subcontractors.
- Whose rules apply
- Their terms of service, which they can revise.
Some cloud vendors offer business agreements and data-retention settings, and for some work that's reasonable. Our view: for privileged and protected records, the simplest safeguard is not sending them anywhere.
§ 02Your AI team member
Your practice gets its own AI team member.
One AI assistant in place of a chatbot subscription and five tools from five vendors, set up for your office, connected to the systems you already use, and supported by us for as long as you run it. The longer it works with you, the more of your files, history, and routines it can draw on.
One assistant.
Six jobs, to start.
Each of these is something the same assistant does, not a separate product to buy. Most practices start with one or two and add more once those are earning their keep. Every job follows one rule: client data stays on hardware you own or infrastructure you control.
- 01
Phones, website & new clients
Answers the front desk
Picks up after-hours calls and website questions, books into the calendar you already use, collects new client details, and hands off to a person when it should. The language model and the transcripts stay on infrastructure you control.
Fig. 2.1 After-hours call, booked - Appointment booking into your existing calendar
- New-client questions written with your staff
- Clear hand-off rules to a human
- 02
Private document search
Knows your files
Ask your own case files, financial records, or client folders a question and get an answer that cites the source page. Everything is indexed and served from hardware in your office. Nothing is uploaded to an outside AI service.
Fig. 2.2 A question, answered with its source - Search across folders, PDFs, and scans
- Answers that link back to the source document
- Access permissions that mirror your existing ones
- 03
Client relationships
Keeps track of every client
Calls, emails, client forms, and appointments, gathered into one running history for each client, so anyone in the office can see where a matter or an account stands, and the assistant can brief you before a meeting. It works alongside the practice-management software you already use rather than replacing it, and the history stays on your systems.
Fig. 2.3 Every touchpoint, one history - One history per client across calls, email, and client forms
- Pre-meeting briefs drawn from that history
- Flags clients who are still waiting on a reply
- 04
Email follow-up & marketing
Handles the follow-up
Follow-up emails after a consultation, reminders before appointments, review requests after a matter wraps up, and drafts of the occasional newsletter or announcement. Written in your office's voice, sent on the schedule you set, and a person approves anything client-facing before it goes out.
Fig. 2.4 One appointment, three messages - Email follow-ups and reminders on your schedule
- Review requests and responses drafted for approval
- Newsletter and announcement drafts
- 05
Practice insights
Tells you how the practice is doing
Ask it plain questions (how many new inquiries came in this month, how many booked, which referral sources are sending clients, which follow-ups are overdue) and get an answer drawn from your own calendar, inquiry records, and reports, with the source shown. It can only report what your systems already record; where the data isn't there, it says so.
Fig. 2.5 A plain question, a sourced answer - Plain-English questions about your own numbers
- Answers that show where each figure came from
- A weekly summary, if you want one
- 06
Workflow automation
Runs the routine work
New inquiries routed to the right person, forms pre-filled from what a client already told you, routine letters drafted from your templates, documents filed where they belong. Shaped to the way your office already works and the software you already pay for, not a generic template.
Fig. 2.6 Routine steps, cleared in order - Automations mapped to your real process
- A person approves anything client-facing
- Works alongside your current systems
§ 03How we work
We don't just advise. We build it.
The people who scope the work are the people who build the assistant, install it in your office, and support it afterwards.
- 01
Start here
Audit
We spend time in your office first: how calls come in, where files live, what eats your staff's week. You get a written plan ranking which jobs are worth giving the assistant first, which aren't, and what each would cost. The plan is yours to keep, whoever builds it.
- 02
Set up for your practice
Build
We configure the assistant around your office: your new-client questions, your templates, your tone, your hand-off rules. We test it on your own non-sensitive examples before anyone relies on it.
- 03
On your premises
Install
We put it on hardware in your office or a private server you control, connect it to your calendar, email, files, and practice-management software, and set who can reach what.
- 04
For as long as you run it
Support
We train your staff, keep the models and security patches current, check that it's working, and add new jobs as your needs change. You have a named person to call.
Where it runs.
We set up both today. A model running in your office is not as broadly capable as the largest cloud models, and a hosted model is only as private as its provider's terms. Your plan says which one each job uses.
Default · what we recommend
On hardware you control
The assistant and everything it reads run on a machine in your office or a private server you lease and control. Nothing about your clients is sent to an outside AI provider. This is how we build unless you decide otherwise. It's the setup in the floor plan above.
- Suited to privileged, confidential, and financial records
- Capable for new client inquiries, search, and drafting from your documents
- Hardware specified and itemized in your plan
Option · when speed matters more
On a faster hosted model
For work where speed matters more than strict isolation (drafting marketing copy that contains no client information, for instance), some jobs can run on a hosted model instead. The text for those jobs is then processed by that model provider under its terms. We name the provider in your plan, and you decide which jobs, if any, may use it.
- Quicker on long, open-ended writing
- Never the default for client records
- Your written sign-off, job by job
§ 04Pricing
What it costs, in plain numbers.
Starting points, so you can tell whether we're in range before you pick up the phone. Every engagement is quoted in writing before any work begins.
Stage 1
Readiness Audit
$1,500 – $2,500
fixed fee
Scoped to the size of your practice and agreed in writing before we start.
Stage 2
Build & install
from $7,500
per project
Setting up your assistant and its first jobs, quoted from the audit's plan. Hardware, if you need any, is itemized separately.
Stage 3
Ongoing support
from $750
per month
Keeping your assistant current and giving it new jobs, plus training, monitoring, and a person who picks up the phone. Hosted-model usage, if you choose any, is itemized separately.
Founding-client pricing is available for the first practices we work with on the Island.
§ 05Who we serve
For practices where a leak is more than an embarrassment.
We work with Long Island practices that hold other people's privileged, financial, and personal records.
Law firms
At stake: Attorney–client privilege and confidential case files.
First job: Search years of closed matters for a clause or a fact pattern, without uploading a single file.
Read: What ABA Opinion 512 means for small firmsFinancial advisors & accountants
At stake: Tax returns, statements, and client financial records.
First job: Meeting prep drafted from each client's history, notes, and documents, on your own hardware.
Read: What the SEC and FINRA requireReal estate brokerages
At stake: Buyer and seller financials, IDs, and transaction documents.
First job: Round-the-clock answers on listings and showings, a follow-up email to every inquiry, and serious buyers routed to an agent.
§ 06About us
Why trust a new firm with your clients' files?
We're a new company, based on Long Island and taking on our first clients. Here is how we work, and what we put in writing.
- Based
- Long Island, N.Y.
- Works in
- Nassau & Suffolk Counties
- Stage
- New and taking on our first, founding clients
- On record
- No client logos or testimonials yet
- 01
Your files stay where they already are.
The usual way to add AI to an office is to send its files to another company’s servers and rely on that company’s policy. We start from the other end: the assistant runs where your client data already lives, so no outside AI provider holds it in the first place. A policy can change. A machine in your office is something you can walk over and point to.
- 02
Close enough to come by.
Private AI means hardware in your office, so the people who set it up should be able to get to your office, and you should know exactly who to call when something needs fixing. We work with practices in Nassau and Suffolk, and every client has a named person to reach, not a ticket queue at a company you’ve never met.
- 03
Whoever recommends it has to live with it.
We don’t hand you a report and leave. The audit, the build, the install, and the support come from the same people, so any recommendation we make is one we then have to build, install, and keep running in your office.
- 04
We’ll tell you when it’s the wrong tool.
A model running in your office isn’t as broadly capable as the largest cloud models. No software makes a practice compliant on its own. Sometimes the right answer is a tool you already pay for. We’d rather tell you that at the start than have you find out after the build.
Every engagement starts the same way: a fixed-fee audit, agreed in writing before it begins, ending in a written plan that's yours to keep, whoever you choose to build it.
§ 07Questions
Straight answers.
The questions practices ask us most. Anything else, ask directly.
Longer answers, with every source cited, are on our blog, including what ABA Opinion 512 means for small firms and what the SEC and FINRA require of advisers using AI.
For general knowledge and open-ended writing, the largest cloud models are still ahead. For the work most practices actually need (answering from your own documents, drafting from your templates, handling new client inquiries), current open models running on a single office machine are capable. During the audit we test on your own non-sensitive examples, so you can judge before you commit.
§ 08Get in touch
Start with
the audit.
Pick a time for a short call and tell us a little about your practice. If an audit makes sense, you'll get a written scope and a fixed fee before anything starts.
Book a callOr email us directly
hello@longisland.ai