One client, in every system that holds them.
Proxara resolves every system’s version of a client to one, so approved AI retrieves the right records and acts on the right target.
Hartwell Family Trust · engagementCLIENT_A17
ehartwell@ · threadCLIENT_A17
/Clients/Hartwell-2026/ · folderCLIENT_A17
Hartwell, E. · accountCLIENT_A17Four systems. Four different names. One client.
Context that keeps itself current.
Protection follows the systems the firm already runs, so nobody keeps a list. The same context governs Proxara Connect: it decides what AI may reach in the firm’s systems.
The policy, once
Drop the firm’s written AI policy in. It becomes the working rules.
The firm’s everyday systems
Salesforce, Karbon, SharePoint, Microsoft 365. New relationships arrive on their own, ended ones expire.
New names wait for review
What surfaces in daily work is only proposed. A person approves anything that matters.
What the employee sees. What the model receives.
The model works with stable stand-ins and source references, which is enough to reason with.
What the employee sees
What the model receives
Resolving the client is what makes an action safe.
Before anything is written, Proxara resolves a proposed action to the real engagement, folder, and thread, then checks the employee’s authority and the firm’s rules.
See Identity & AttributionThe console asks only when it must.
Conflicts and one-off questions come to whoever leads compliance, and every decision goes on the record.
Firms that lean on an outside IT provider get the same setup, separate for each firm.
Everything here reads the same context.
See one client resolved across the firm's systems.
The demonstration runs live on Proxara's machines, nothing installed.
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