A thoughtful assistant
Start with a question. See the source.
An AI workspace designed for fiduciaries, with a clear boundary between general education and the facts of a particular matter.
Context, citations, and a clear boundary.
Choose general education or a matter workspace. Reference documents, inspect citations, and keep questions for attorneys, tax professionals, accountants, and investment professionals in view.
The intended source policy
- Use only authoritative California law and approved Cyber Fiduciary resources included in the curated collection.
- Keep user documents separate from legal authority.
- Cite the specific source or document page supporting an explanation.
- Say when the collection cannot support an answer.
- Require human review for decisions and approved records.
The assistant is not an attorney and does not provide legal advice. Live AI and approved-source retrieval are not connected. The current workspace offers labeled, prewritten examples.