Introducing Novis Agents Platform

Applied AI infrastructure for professional services

We don't sell software seats. We build the AI backbone of your practice and charge on the value we deliver alongside you. Across legal, financial services, and advisory practices.

Novis Agent Platform
Live

Model Router — selects per task

OpenAI
Claude
Gemini
Grok
Mistral
HC

Hargreaves & Co. LLP

Novis
Orchestration Engine
RAG Pipeline
Knowledge Graph
Human-in-the-loop
AES-256 · TLS 1.2+ · Private VPC · Full Audit Trail

Agents

3 active

M&A Due Diligence

Contract Review

Litigation Discovery

Compliance Check

Hargreaves & Co. LLP · Powered by Novis

Tools alone don't transform a firm.

Every professional services firm has heard the pitch. A new AI tool, a chatbot, a document assistant. Teams get a login, nothing changes. The work still piles up. The leverage stays the same. The promise doesn't land.

That's because transformation doesn't happen at the tool level. It happens at the process level: inside specific workflows, for specific clients, across specific service lines. Nobody has time to learn prompting. And nobody should have to.

We sit at the process level.
Not the prompt level.

Novis Agent Platform embeds directly into how your firm runs. Our Forward Deployed Engineers work with your team to understand your practice areas, your client types, and your most critical workflows. Then we build.

Dedicated AI agents

Calibrated to your service model, not a generic starting point.

Purpose-built interfaces

Human-in-the-loop controls your professionals can rely on, every day.

Infrastructure you own

Your team does the work they were trained for. Agents handle the rest.

A different model, entirely.

From

Selling software seats

To

Value-based infrastructure partnership

From

Generic AI workflows

To

Agents built for your practice and clients

From

Token reselling

To

Embedded in your business infrastructure

How we work with you.

A partnership model, not a software deployment.

01

Discovery

We map your practice areas, client profiles, and the workflows that matter most. Not a generic audit. A real working session with your team.

02

Build

Our Forward Deployed Engineers design and build dedicated agents on top of our infrastructure. We start from pre-built workflow templates calibrated for legal and financial services, then adapt them to your specific practice, jurisdiction, and client base. Custom data pipelines and interfaces included.

03

Deploy and iterate

Agents go live inside your team. We stay on, refine, and expand as your needs evolve. New mandates, new clients, new service lines. We build for those too.

04

Align on value

Engagements start at $100K per year, covering platform setup, your Forward Deployed Engineer, and up to three agents. Beyond the baseline, pricing scales with the value the agents deliver into your service chain.

Built on serious infrastructure.

Every agent we build runs on the Novis platform, purpose-engineered for the precision and traceability that professional services demand.

Novis Smart

OpenAI

GPT-5.4

Claude

Claude Sonnet 4.6

Gemini

Gemini 3.1 Pro

Grok

Grok 4.3

Mistral

Mistral Medium 3

Multi-LLM agnostic

Agents run on any model: GPT, Claude, Gemini, Grok, Mistral. We select or blend the right model per task. You never lock in.

PDF
DOCX
XLSX
PPTX
Outlook
EML
MP4
WEB
MP3
PDF fileIngesting

Any format · One pipeline · No preprocessing

Advanced document ingestion

Any document type: contracts, filings, data rooms, emails, audio, video, websites. One pipeline, no preprocessing headaches.

The indemnification clause in §12.3 extends to all affiliates and subsidiaries of the Counterparty.

Counterparty_MSA_v3.pdf

p. 14 · §12.3

Verified

Every output pinned to source · doc · page · paragraph

Traceable output with citations

Every output is pinned to its source: document, page, paragraph. No black box. Your team reviews with full context.

arbitration clauses — construction

Internal KB · external sources · one unified result

Hybrid agentic research

We index your firm's entire knowledge base and combine it with external sources — case law, financial data, regulatory feeds, and market intelligence — into one unified agent workflow.

Processing documents12%
150 / 1,247 docs3 flags

3

Risk flags

102

Clauses

253

Entities

Mass extraction and analysis

Review thousands of documents, extract structured data, surface risk flags. What took weeks takes hours.

Contract_Redline_v2.docx
Liability shall not exceed the total fees paid in the preceding 12 months.
DOCXPPTXXLSXTracked changes

Native document creation and editing

Agents produce and edit real .docx, .pptx, and .xlsx files with redlining, tracked changes, and formatting. Output you can hand to a client directly.

Connected sources
iManageDMS
Salesforce
SalesforceCRM
PACERCourt
BloombergData
NetSuiteERP
SharePointDocs

Internal and external connectors

Connect to your DMS, CRM, court databases, regulatory feeds, or financial data sources. Agents operate across your full data environment.

1
Agent draft
2
In review
3
Approved

Agent drafting…

Risk Summary — FCA Q2

Human-in-the-loop interfaces

Custom workflows with review steps, approval gates, and exception handling built in. AI does the heavy lifting. Your professionals stay in control.

Your private VPCIsolated

Agents

Data

Interface

Full Novis stack — your environment

AWS
Azure
GCP

Nothing shared · Nothing external

Private VPC deployment

For firms with strict data sovereignty requirements. The full Novis stack runs inside your own cloud account: AWS, Azure, or GCP. Nothing shared, nothing external.

Use-case examples.

We start from pre-built templates for each practice area, then adapt them precisely to how your firm operates.

M&A Due Diligence

Ingests entire data rooms, flags material issues and missing documents, and produces structured diligence reports with source citations.

Contract Review

Reviews against your standard positions and client playbooks. Surfaces deviations, suggests redlines, and drafts negotiation positions.

Litigation Discovery

Processes large document sets, identifies relevant materials, classifies privilege, and organises findings for review.

Compliance Check

Monitors regulatory updates, checks documentation against applicable rules, and flags gaps before they become exposure.

Risk & Fraud Analysis

Cross-references counterparty data, financial records, and transaction patterns to surface anomalies and risk signals.

On-Demand Deal Agent

For complex, one-off transactions. Built for a specific deal, its documents, counterparties, and timeline from day one.

Aligned on outcomes, not headcount.

No seat licensing. No token overages. A structured partnership priced on the value we deliver into your service chain.

Platform baseline

$100K/year

Minimum engagement. Covers everything needed to go live and stay live.

Platform setup and implementation
Dedicated Forward Deployed Engineer
Up to 3 agents included
Scales with value delivered

What you don't pay for

Per-seat licensing

We don't charge per user

Unused capacity

No minimum consumption floors

Token overages

No surprise compute bills

Off-the-shelf tools

Everything is built for your practice

Priced on value delivered

Time recovered per engagement

Hours saved across your workflows

Cost reduction in delivery

Lower cost to service each client

Revenue enabled

New capacity to take on more work

Business outcomes

Metrics you already track

Scope, agents, and value metrics are defined together before we begin.

Who this is for.

We work with firms of any size. The starting point is ambition, not headcount.

Law firms

Boutique to full-service. Practice areas including M&A, litigation, compliance, finance, real estate, and more. Any jurisdiction.

Corporate teams

Legal, compliance, procurement, finance, and ops teams that need real leverage without adding headcount. We build for your internal workflows, systems, and regulatory requirements.

Private equity and investment firms

Deal teams that need speed and precision across sourcing, diligence, and portfolio management. We plug into how your process already works.

Tax, accounting, and advisory firms

The same infrastructure adapts to the precision-driven workflows of tax and advisory practices. Document-heavy, regulation-sensitive, deadline-driven. Exactly the environment agents are built for.

Common questions.

What does it cost?
Engagements start at $100,000 per year. This covers platform setup, implementation, and a dedicated Forward Deployed Engineer, with up to three agents built and deployed in the baseline. Beyond that, pricing scales with the value we deliver into your service chain. No seat licensing, no token overages, no unused capacity charges.
Does our team need to learn anything new?
No. That's the point. We build the interfaces and workflows around how your team already operates. Your professionals interact with outputs, not prompts.
How long does it take to get started?
The first agent is typically live within one to two weeks of the discovery session. We start from pre-built workflow templates calibrated for each practice area, then adapt them precisely to your firm, your service model, and your clients. Fast, without cutting corners.
Is our client data secure?
Yes. Novis runs on enterprise-grade infrastructure with AES-256 encryption at rest, TLS 1.2+ in transit, and strict data residency options in the EU or US. Your data is never used to train any model. We operate under the same confidentiality expectations you hold any other partner in your service chain to.
We're a smaller firm. Is this for us?
Yes. A focused practice often benefits more than a large firm with hundreds of scattered workflows. The clearer your service model, the faster we can build something that genuinely transforms it. Size is not a barrier — ambition is the qualifier.
What if we need something built for a specific engagement or client?
That's a core part of what we offer. On-demand agents for specific mandates, clients, or transactions are built on the same infrastructure and can be stood up quickly once the baseline is in place.
We have strict data sovereignty requirements. Can you deploy inside our own infrastructure?
Yes. For enterprise clients with data sovereignty mandates or strict internal security policies, we offer dedicated private deployments. The entire Novis Agent Platform stack, including your agents, data pipelines, and interfaces, runs inside your own VPC or cloud account (AWS, Azure, or GCP). Nothing shared, nothing external. You own the environment. We manage the build and maintain the agents.

Ready to build?

Tell us about your practice. We'll tell you what we can build for it, and what that could mean for how you deliver work.

No demo scripts. No generic decks. A real conversation about your firm and your workflows.

Contact us