PLATFORM
What the firm knows, when you need it.
Balau AI sits alongside the email, calendar, and document tools your firm already uses—so each relationship’s story lives in one place, not scattered across tools.
Connect. Understand. Act. Prove.
01
CONNECT
Email, meetings, and documents—together.
Connected under the firm’s own roles and permissions—not copied into a second AI permission layer.
02
UNDERSTAND
See the relationship, not just the file.
Around each client and investor: what changed, what’s owed, what’s next—and answers built only from what you’re permitted to see.
03
ACT
Follow-ups arrive already drafted.
Next steps arrive with sources attached—you review, you approve, nothing moves without you.
04
PROVE
Keep the evidence behind the work.
Approvals, sources, and activity history stay attached to the work—so when a reviewer asks how something happened, the answer is ready.
ONE WORKFLOW, END TO END
The four pillars, on one piece of work. A meeting ends. Here is what happens next:
- CONNECT
Balau AI connects the permitted context.
- UNDERSTAND
A source-grounded summary arrives, with commitments surfaced.
- PREPARE
Follow-ups arrive drafted for your review, with proposed next steps.
- APPROVE
Your people review consequential actions before anything moves forward.
- PROVE
Sources, access, changes, and approvals remain traceable.
Fits the firm. Follows the rules.
PERMISSION-SCOPED BY DESIGN
Set access once in the firm’s roles. Every surface enforces the same boundaries—no separate AI permission layer to configure, sync, or audit.
- ROLES
PERMISSIONS APPROVALS EVIDENCE
IN THE FLOW OF WORK
Where your team already is.
Keep working from your inbox and calendar.
Meetings arrive prepared, leave documented.
Integrations say live, gated, or coming soon.
UNDER THE FIRM’S CONTROL
On the firm’s terms.
Share outside the firm, every grant logged.
Approvals are named, logged, and reviewable.
The evidence keeps itself as you work.