Secure Case Management

The foundation of the platform is a highly secure infrastructure running entirely in Zurich to ensure case data is never transmitted outside the country. Case data and submitted documents are heavily encrypted by the application and each access of a case by the application or legal staff is audited.

AI Intake Assistant

An AI paralegal assists clients through the heart of the experience in seeking legal advice as they describe their situation and submit documents. Intelligence is achieved through pioneering techniques in multi-step use of several LLM models to continually factor new information and assess information still needed before legal advice can be provided by a certified attorney.

AI Document Analysis

Supporting the AI paralegal is a dedicated engine for intelligently analyzing uploaded documents that support legal cases. Text extracted from contracts and other written documents can be analyzed against questions answered by the client. Uploaded photographs can be described by the AI to support the client's own description. Each extracted detail contributes to the evaluation of case information and its level of completion.

Legal Preprocessing

Once a client has finalized their case information, the case is preprocessed through multi-step AI analysis to evaluate the case in the context of Swiss law, identifying relevant laws and areas of law, summarizing case information and documents, and providing accurate translations in the native languages of paralegals and attorneys reviewing the case.

Intelligent Re-Drafting

A variety of multi-step re-drafters are available to paralegals and attorneys for providing polished rewrites of rough draft advice. These tools leverage AI-driven language models optimized for legal workflows to adapt outputs for varying case requirements while maintaining precision and accuracy.

Standards & Practices

Prior to composed advice being delivered to a client by an attorney, AI provides analysis of how well final written advice complies with company standards and best practices.

Attorney Recommendations

Using areas of law extracted by AI analysis from a case, the application uses AI to recommend the best attorneys in Switzerland for follow-up counsel, allowing reviewing paralegals and attorneys to select final recommendations sent to the client.

Multilingual Interface

Ensuring support of citizens in all regions of Switzerland, the application is designed with a sophisticated multilingual interface that expresses all application features in the user's chosen language, down to the smallest button. As features evolve, edited site copy is automated translated into all supporting languages.

Payment Processing

A simple e-commerce purchase experience provides the ability for clients to quickly purchase an advise package and begin working on their case. A feature matrix provides a selection of legal advice packages with varying levels of advice provided and amount of supporting documents that can be uploaded.

Carebase with AI Insights

The Carebase allows parents to maintain a detailed, secure profile of their child, including personality traits, routines, and unique expressions. Integrated AI provides tailored answers to questions about the child’s needs, behaviors, or learning activities, empowering caregivers and teachers to offer personalized support.

Generative Storytime

Parents can create fully personalized storybooks to teach or prepare their child for new experiences. AI generates short stories based on parent prompts, complete with custom illustrated covers and narrated audiobooks, transforming teaching moments into engaging, immersive experiences.

Interactive Private Family Websites

Parents can create secure, private websites to share curated content or interactive tools with their child, caregivers, or family members. From embedded videos and recent photos to engaging educational experiences, these websites offer a safe and personalized digital space tailored to the child’s needs.

People Management and Secure Sharing

Granular role-based access controls allow parents to securely share their child’s Carebase and website with teachers, caregivers, or family members. This ensures that everyone involved in the child’s life has access to the right information and tools to provide better care and support.

Robust Security Infrastructure

The platform is built on a foundation of robust security, with encrypted private databases and anonymized AI processing. This ensures sensitive family and child information remains fully private.

Endless Learning

Using information about a child's educational learning levels maintained in the Carebase, the application is able to create endless learning activities in a variety of subjects that are uniquely tailored to the child, their environment, culture, and interests.

Interactive Drawing Collaboration

Engineers and manufacturers can collaborate seamlessly with tools to upload multi-page PDF engineering drawings, automatically converted into high-resolution images for live use. Users can comment directly on the drawings and attach markup stickers to precisely indicate areas under discussion, ensuring clarity and precision in every review.

Export with Markups

The platform supports the export of finalized drawings with or without markups, providing flexibility for internal collaboration and external distribution. This ensures that stakeholders always have access to exactly the level of detail they need, whether for approval or further iteration.

Role-Based Access and Approvals

Managers are empowered with role-based access to stamp documents and parts as approved or rejected, streamlining the decision-making process. This ensures that workflows are secure and that accountability is built into every step of the engineering and manufacturing cycle.

Comprehensive Project Management

The platform allows users to create and manage projects, organize multiple engineering drawings for each part, and monitor progress with ease. This project-based structure enhances organization and enables engineers to focus on problem-solving without being bogged down by logistical complexity.

Lab Test Integration

Testing teams can enter lab results directly into the system, with tools for defining tests and tolerance values for each part. The interface instantly flags results that fall outside acceptable ranges, enabling teams to identify issues and act quickly to maintain quality standards.

Multilingual Interface

The application features a fully multilingual interface in English and Chinese, ensuring seamless collaboration between US-based engineers, manufacturers in China, and testing teams. This fosters clarity and eliminates communication barriers across global teams.

Dual Infrastructure for Speed

Servers strategically located on the US east coast and in Hong Kong deliver fast access to users worldwide. The system uses IP-based auto-routing to ensure optimal performance for teams working in different regions, minimizing latency and maximizing efficiency.

Activity Tracking and Oversight

Management tools provide oversight across all projects, allowing supervisors to track activity by team, monitor progress, and ensure that workflows stay on schedule. This transparency empowers leadership to make informed decisions and maintain alignment across teams.

Accounting Toolset

An enterprise suite of accounting tools forms the core experience for professional campaign treasurers and their staff — providing detailed management and status tracking of contributions, expenditures and their itemized distrubutions, and fund transfers. Intelligent data entry tools adapt with each selection to ensure staff only needs to see the required fields for the type of contribution of expense being entered, utilizing instant search features to quickly select.

Reporting & Compliance

Robust tools generate state mandated reports, generating for hundreds of clients during daily filing, ensuring every contribution and expenditure of a political campaign or committee is reported as required.

Warning Systems

A series of warning systems ensure that all legally required information is entered and reported, that reports are filed on time and amended with changes, and that campaigns never accept more money from a donor than legally allowed. Alerts are displayed in the interface as data is entered, in report generation pre-checks, and text messages are sent up to four times daily to ensure reports are filed on time.

Information Self-Service

An enterprise suite of accounting tools forms the core experience for professional campaign treasurers and their staff — providing detailed management and status tracking of contributions, expenditures and their itemized distrubutions, and fund transfers.

Campaign Collaboration

Use of multiple algorithms to support cross-validation of weighting. The ability to inspect how weighting affects individual respondents provides an additional layer of validation.

Automation

Reports delivered to client campaigns used to take staff days to compile into the required PDF format for 100 clients. Tools that automate the generation process from data now take only 10 minutes for nearly 400 clients, while also delivering the reports by email to multiple recipients.

Faceted Global Search

Powered by a lightning fast search engine, users are able to instantly search through a range of data types — campaign entities, contributions and contributors, expenditures and vendors, reports, contacts — browsing results in a single filterable interface.

Check Printing

Outgoing expenses from campaigns and committes are printed directly from the web application onto blank checks, including sender name and address, as well as the MICR line for routing and account information.

Excel Import & Export

Excel data import tools provides a powerful way to automate entry of large amounts of contributions or expenses. Excel exports standard throughout the application provide easy access for campaign staff to download up-to-date data.

Scheduled Expenses

Further automating repetitive tasks, the application provides the ability to setup the auto-creation of expenses on a chosen day of the month or frequency of days.

Reconciliation

One of many features that help staff ensure accuracy, the Reconciliation tool provides the ability to select the contributions that have deposited and cleared expenses within a given banking period, reconciling the system balance against the bank statement balance.

Online Donation Processing

The application receives donation notifications for campaigns from standard party-affiliated payment processors like WinRed and ActBlue, automatically creating contribution records in the system and displaying them for staff review. AI provides intelligent matching between the details of incoming contributions and the database of existing contributors, helping to ensure new contributions are accepted from contributors over their maximum limit for donation to a single campaign.

Talking to Financial Data with AI

A copilot to the accounting register for each campaign or committee entity, an AI-enabled tool provides a conversational interface to discuss the full financial history with an intelligent copilot. This can answer questions about the status of an incoming contribution or payment of an invoice, or provide analysis.

Data Ingestion and Tabulations

The platform simplifies the process of uploading raw poll data and voter record files. With an automated ingestion engine, detailed demographic counts and tabulations are generated instantly, saving time and ensuring accuracy.

Precision Reweighting Tools

An intuitive interface enables users to adjust demographic weights with precision to one decimal place. Safeguards ensure all demographic categories total exactly 100%. Advanced algorithms (Simple, Rim, Raking) provide cross-validation for reliable results.

Weighted Response Inspection

Pollsters can inspect the final weighted value of each response, validating how demographic adjustments impact individual contributions to tabulations. This transparency ensures data accuracy and builds confidence in the results.

Cross-Validation Algorithms

The platform supports three sophisticated reweighting algorithms—Simple, Rim, and Raking—to ensure the integrity of results. Users can inspect and compare the outputs of each method for comprehensive analysis.

Visual Demographic Reinforcement

Color-coded demographic values throughout the interface provide instant visual cues, helping users ensure balanced samples and intuitive checks on poll representation.

Built-In Best Practices Guide

An integrated best practices guide offers pollsters expert recommendations and industry standards directly within the application, ensuring rigorous methodologies and consistent results.

Project Database

The platform provides a centralized system to manage the firm’s extensive project portfolio. Marketing teams can upload standardized PDF case studies, including multiple versions for a single project, and organize them by categories for easy retrieval. As part of the upload process, the application extracts and generates PDF thumbnails, enabling quick visual preview of project materials. This streamlined database ensures every presentation is built with accurate, relevant, and up-to-date content.

Dynamic Presentation Builder

The interactive presentation builder empowers directors to create polished, client-ready presentations in minutes. Users can select from standardized firm templates, including title slides, office overviews, and closing pages, and incorporate the most relevant project case studies. With a live preview of the presentation displayed throughout the process, users gain instant feedback on the flow and design, ensuring each presentation is perfectly tailored to the client’s needs.

Flexible Customization Tools

The application allows for complete control over presentation structure. Directors and stakeholders can use intuitive drag-and-drop functionality to reorder projects and individual slides, refining the narrative without any technical complexity. This flexibility ensures presentations align seamlessly with the unique story they want to tell.

Streamlined Delivery

Once finalized, presentations are ready to be delivered through multiple channels. Users can:

View in Browser: Collaborate with team members or review internally with ease.
Deliver by Email: Send finalized presentations directly to clients with one click.
Download as a PDF: Generate a professionally compiled document, ready for external sharing or printing.

Automated Scraping

The application is designed to adapt to the variety of systems municipalities use to post city and county council agendas and meeting minutes. By automatically scanning these sites for updates, it identifies and downloads newly published agendas. Text is extracted from PDFs and other formats to enable full-text analysis of agenda items, ensuring that even subtle changes or additions to legislative topics are captured.

Topic Monitoring

The platform includes intuitive tools that allow users to configure the specific topics, keywords, and phrases they want to track. Users can define multiple areas of interest—for example, zoning regulations, transportation initiatives, or public health policies—and the system continuously analyzes new agenda items for relevance. Customizable filters and prioritization settings ensure that the most critical topics are highlighted, reducing noise and focusing on what matters most to the client’s goals.

Reporting

Results are collated and presented in a comprehensive report. The platform generates detailed reports summarizing the identified topics, including contextual excerpts from agendas, metadata such as meeting dates and locations, and links to the original documents. In addition to on-demand access to reports, daily email highlights provide clients with concise updates on the latest developments, ensuring timely awareness of key issues and enabling swift action.

Comprehensive Contribution Tracking

The platform simplifies contribution management with tools to record, organize, and monitor contributions across campaigns and organizations. Key features include warnings for political contribution limits, tracking of in-kind contributions, and the ability to manage outstanding requests with clear visibility into overdue and completed items.

Dynamic Attribution

Designed to handle complex attribution scenarios, the platform allows users to assign partial or full credit for contributions to individuals, firms, or teams involved. Flexible attribution tools ensure that all parties contributing to fundraising success are accurately recognized.

Pledge Splitting

The system supports tracking of large pledged contributions from corporations or parent organizations, with functionality to break them into multiple delivered contributions from subsidiaries or other entities. This ensures accurate financial tracking and reporting at every level of the contribution process.

Goal Setting and Progress Tracking

Users can define financial goals for campaigns, organizations, and contributors, with integrated tools to track progress in real time. Budgets and targets can be monitored against contributions requested, outstanding, received, and delivered, helping fundraisers stay aligned with their objectives.

Advanced Reporting and Insights

The platform features customizable dashboards reporting tools that allow users to analyze and export data effortlessly. Tags enable dynamic associations across contributors, campaigns, and events, offering flexible and detailed reporting options tailored to specific needs.

Faceted Search

A powerful and fast search engine provides instant searchability of all data entered into the platform — contributions and contributors, receiving organizations, groups of organizations. Search results are presented in a clean interface, color-coded to the type of record being returned.

Automation for Efficiency

Built-in automation tools reduce administrative workloads by generating customizable letters, managing W-9 files, and tracking calendar events. These features streamline repetitive tasks, allowing fundraisers to focus on strategy and relationship-building.

Collaboration and Security

With multi-user accounts and role-based access, the platform enables seamless collaboration while ensuring that sensitive data remains secure. All information is encrypted at rest and transmitted over secured connections, meeting the highest standards of data protection and compliance.

SaaS Platform and Licensing

Designed to be licensed to a variety of organizations conducting and tracking fundraising, the platform was built to offer flexible licensing packages that control access to premium features.

Legal Professional Stores

The platform enables legal professionals to create their own storefronts, complete with biographical and professional profiles, and set up payment details to seamlessly receive profits from their sales. Professionals can easily upload legal documents, categorize them, and set pricing, creating a tailored storefront experience.

Document Upload and Processing

Uploaded documents are automatically processed to extract text, allowing for precise indexing and improving search functionality. This feature ensures that buyers can search for documents by specific terms or content, making the marketplace user-friendly and highly efficient.

Powerful Search Engine

A sophisticated search engine was developed to allow buyers to search within uploaded documents for specific phrases, clauses, or content. Results are displayed with clear previews, enabling users to assess relevance before purchasing. Buyers can browse, filter, and refine results to find exactly what they need with ease.

E-Commerce Integration

The marketplace includes seamless payment processing to facilitate secure transactions between buyers and sellers. Integrated tools track sales, calculate payouts, and generate receipts, ensuring transparency and reliability for all transactions.

Purchase History and Downloads

Users have access to a detailed history of their past purchases, with options to browse or search through purchased documents. Each item can be downloaded directly from the platform, ensuring convenient access to previously acquired materials.

Marketplace Management Tools

A suite of administrative tools allows the platform owner to oversee and manage the marketplace efficiently. Features include user account management, monitoring of document uploads, and analytics to track platform performance and sales trends.

Easy, Secure Access

This platform empowers doctors to provide patients with secure, user-friendly access to blood and urine test results. Users receive a narrative interpretation of their results, including the doctor’s notes and clear, actionable explanations. In addition, raw test data is easily accessible, with visual indicators highlighting where each result falls within the normal range, ensuring transparency and comprehension.

HIPAA-Compliant Security

The platform is designed with stringent security measures to meet and exceed HIPAA compliance requirements, safeguarding sensitive medical information at every step. Data is encrypted both in transit and at rest, ensuring that patient information is protected from unauthorized access or breaches. A comprehensive audit trail logs all access and actions within the system, providing transparency and accountability for both patients and healthcare providers. These measures guarantee that the platform operates with the highest standards of privacy and security, instilling confidence in users and compliance officers alike.

Automated Interpretation

By combining robust logic with advanced analytical tools, the platform delivers personalized narrative interpretations of medical test results. Each narrative provides clear explanations, actionable recommendations, and tailored insights to address any issues identified. This feature not only enhances patient understanding but also streamlines the process for doctors, enabling them to focus on higher-level care while the system handles routine result interpretation.

Collaboration

The platform provides researchers and naturalists with a suite of tools to upload photographs of wildlife sightings, compare unique markings of animals with extensive catalogs, and contribute to the identification process. Users can confirm, refine, or challenge AI-generated identifications, fostering a collaborative and dynamic research environment.

AI Identification

Advanced AI models trained on verified data suggest the identities of animals in newly uploaded photos by analyzing their distinct patterns, such as scars, pigmentation, or other unique markings. Additional AI models are applied to detect and tag behaviors displayed in the images, enhancing insights into animal activities and interactions.

Conservation Insights

Ongoing development focuses on training AI to analyze long-term behavioral patterns of individual animals and their social groups. This capability aims to provide deeper insights into the habits, relationships, and movement patterns of wildlife populations, enabling more effective conservation and research efforts.