See who is connected to what.
Pick a person, trust or company. The graph shows how they connect to the family’s papers, with each role and the document it comes from. Timeline and Map views sit beside it.
Your documents. Your AI. In your office.
A private AI box in your family office reads your papers, answers questions in plain English with the page behind every line, and shows how everything connects. The AI runs on the box: no cloud AI.
What it does
Know which version is in force.
The Chains view lines up wills, trusts and powers of attorney by date. See which version counts, what replaced the old one, and what was in force on any past date. A paper not shown to be signed is marked, not assumed.
Find problems nobody asked about.
Document health keeps checking the archive for problems. Here, a life policy still names a wife who died in 2008, and a second codicil exists only as unsigned drafts. Vault shows the evidence and leaves the decision to you.
Ask in plain English.
Ask the way you would ask a colleague. The answer reads like a memo. Every line cites its page, and each quote is checked word for word against that page before you see it. When the papers don’t settle a point, it says so rather than guess. It helps you find and check; it is not legal advice.
It stays in your office.
The AI runs on the box: no cloud AI. You decide who sees what.
- One box, in your office.
- Vault runs on one computer on your premises, and the AI that reads and answers runs on it too.
- No cloud AI.
- Your papers and questions are never sent to an outside AI provider. An off-site backup copy is off unless you turn it on, and it is encrypted before it leaves.
- Each person sees only what you allow.
- Give an adviser the papers for her matter and nothing else. “View as” shows exactly what she sees, with no hint that other papers exist.
- Every document opened is logged.
- Each one is recorded in a tamper-evident log.
We look after it.
- We set it up.
- Custodia installs the box and supports it, on site or remotely by appointment.
- It doesn’t depend on us.
- The box doesn’t need our servers to search or answer, so it keeps working without us. You would stop getting updates.
- Hardware cover.
- The box carries the maker’s one-year warranty. We agree replacement times with you in the contract.
On our roadmap
Not available yet. These are planned, not part of Vault today. We’ll tell you plainly what a pilot includes.
- Translation
Read a document written in another language in English, on screen.
- Picture search
Find photographs and plans by what they show.
- Drafting
Draft letters and memos from the archive, with the same page citations.
- Ongoing intake
One-way intake from laptops, the office scanner and email.
- Deadlines
Renewal dates, expiring grants and other deadlines, on a calendar.
- Briefs
A short written brief on one question, with its sources.
- Adviser packs
A packet of the papers one adviser needs for one matter.
- Financial figures
Holdings and figures across entities, read from statements.
Common questions
Does it go online?
It has no public internet address, and the AI that reads and answers runs on the box, with no cloud AI. The box does connect out for software updates and the clock and, only if you switch them on, an encrypted off-site backup and remote support. We walk your IT team through every connection it makes.
What files can it read?
Word, Excel, PDFs, email, images and old scans, in English, German, French, Italian, and Spanish. An English question finds a document written in Italian. A poor scan can still be searched, but Vault won’t quote it in an answer until a better copy is on file.
Who sees what?
Each person sees only the papers you allow. Before you invite someone, “View as” shows you their view. Every view is logged.
What hardware does it need?
One compact computer in your office, which we configure for you. It joins your office network. There is no cloud account to set up.
How do documents get in?
We load your archive with you during setup, from folders or drives, starting with your most important documents. You can watch it read, and search what is done while the rest continues.
What does it cost?
It depends on the size of your archive and who needs access. We give you a fixed quote after a walkthrough.
See it for yourself.
Pilots are starting now. Book a private 30-minute walkthrough over a screen share, on the sample archive, and bring the questions your office gets asked.
Book a private walkthrough (opens a new tab)We’ll talk through
- The papers you hold and where they live
- Who needs access, and to what
- Your office network and setup
- Support, and a fixed quote
A private AI box for family offices, by Custodia. About us
Part of the Sentinel family.
All Sentinel use cases