Zero Data Retention
Our LLM providers process requests without retaining prompts or responses after processing.
Intelligence that moves work forward
The system of action for professional services.
A shared brain that understands your firm.
Proactive agents that connect your processes and move work forward.
Built around your firm.Its knowledge. Its people. Its work.
For professional services firms
Legal · Tax & accounting · Advisory · Consulting
The Oakbase platform
Connected work.
Across your entire firm.
Every stage depends on what came before.
One shared understanding keeps work moving.
- Business
Development - Sales
- Delivery
- Billing
- Collection
One platform. Three connected layers.
01 / Oakbase Brain
A brain that
builds itself.
Oakbase autonomously captures work signals from your systems, connects the information and updates your firm’s understanding in real time.
From everyday work to shared intelligenceIllustrative signal flow
Your systems
Email, CRM, documents, meetings.
Across your connected systems.
Oakbase BrainEnterprise memory
Persistent. Connected. Shared.Capturing work signalsSalesforceMontiel Group · Alex Morgan
02 / Oakbase Agents
Already prepared.
Before you ask.
Turn shared context into coordinated work. Follow up with the team, protect client deadlines and prepare hours for invoicing. You review. Your agent moves the process forward.
AgentsReady for you, Alex.
2 to reviewI’ve prepared two things to move Montiel’s work forward.
From client commitments to team delivery. From work completed to hours ready for billing.
03 / Oakbase Operations
Your whole team.
Every operation.
See which operations run across your team, the time they recover and the value they create. Understand where your processes improve.
OperationsOne operation. Every professional it supports.
| Operation | Professionals | Executions | Run cost | Inspect operation |
|---|
No operations match this view.
An agent for each professional. A shared view of the work moving across your firm.
Built around your professionals
Their judgement.
Your firm’s intelligence.
Give your people more room for the work clients rely on them to do.
01
Knowledge that stays.
Preserve context across teams and handovers.
02
Professionals in control.
Keep access, review and approval rules close to the work.
03
Our approach to security Your systems, connected.
Bring intelligence into the tools your firm already uses.
Security, by design
Your firm’s knowledge.
Protected.
Confidential work deserves clear boundaries. For your data, your AI and your people.
Read our security policyYour data stays out of model training.
Customer data is not used to train or improve Oakbase or third-party AI models.
Encrypted at rest.
Your firm’s information is encrypted while it is stored.
European Union data residency.
Your firm’s data is hosted in the European Union.
Zero Data Retention applies to LLM processing. Your firm’s persistent memory is retained in Oakbase.
Independent assurance
Scope and timing to be defined.
SOC 2
Under evaluationISO/IEC 27001
Under evaluationCustomer story
Less time logging.
Faster monthly billing.
At Kinship, connected processes turn work completed into billable time and monthly invoices.
Time logging
Per lawyer, per weekBefore2 hours
With Oakbase10 minutes
Invoice generation
Monthly billing cycleBefore1 week
With Oakbase1 day
Time capture30h
Billable hours proposed
per lawyer, per week.
Accuracy95%
Time-entry accuracy.
Customer results reported in the Oakbase presentation, October 2026.
About these results
The 30-hour figure is billable time proposed, not time saved. Accuracy is reported as supplied. Time logging is measured per lawyer per week; invoice generation refers to the monthly billing cycle. These customer figures are separate from the illustrative team and cost assumptions in Operations.
The next chapter of your firm
A more productive firm.
From the work up.
Tell us about your firm and the work you want to move forward.
hello@oakbase.ai