VaultinFAQ
What firms ask us first
Short answers to the questions we hear most. Anything else, ask us on a demo call.
Do you ever see our client data?
No. Client files, conversations and real names stay on your firm’s computers. Requests go straight from your computer to the AI provider your firm chose, never through us.
What does the AI provider see?
Your question and the parts of documents it needs, with names and other client details replaced by placeholders. You can see exactly what was sent for any conversation.
Which AI providers can we use?
Claude, ChatGPT, Gemini or Mistral, through your firm’s own business account. The provider bills its usage to you directly.
Can it answer questions about our documents?
Yes. Add a client’s files and ask in plain words. Each answer names the document and page it came from, so it can be checked.
What if two people have similar names?
Vaultin only treats two names as the same person when it is sure. If two people could match, it asks you which one you mean.
Is it hard to set up?
No. We set it up with you on a short call. You need a Windows or Mac computer and a business account with an AI provider, which we can help you open.
What does it cost?
Vaultin is free during the pilot. Your AI provider bills its usage directly, pay as you go, and we help you estimate it before you start.
Have a question we haven’t answered?
Ask us on a 20-minute demo call, or email support@datatech-analytics.com.