Configured
Models
Select and configure models for the task, hardware, latency target, and document profile.
Capability / latency / capacity
Built around your workflows — not the other way around.
Every Sotaire deployment is shaped to one organization: its models, sources, workflows, access rules, review gates, and operating environment.
01
What gets tailored
Four layers, one coherent system.
The work and the boundary determine the configuration. Hardware and models follow from those decisions.
Configured
Workflows
Shape agents and tools around the actual steps, exceptions, and human review points in the work.
Tools / approvals / outputs
Configured
Knowledge
Connect approved repositories and metadata so answers reflect the organization’s own source material.
Sources / ACLs / citations
Configured
Controls
Configure identity, retention, audit evidence, and network paths to the customer environment.
Access / egress / evidence
02
Delivery model
From discovery to verified handover.
Each phase produces something concrete for the next decision, so scope stays visible and controls are tested before rollout.
Discovery
Map users, source systems, sensitive data, current work, review roles, and the outcome that makes a first deployment worthwhile.
Workflow + success brief
Boundary design
Define infrastructure, identity, data residency, approved connectivity, retention, and the controls the deployment must satisfy.
Architecture + control matrix
Focused build
Configure the environment, connect the first sources, and implement one high-value workflow before expanding scope.
Working deployment slice
Validation
Test answer quality, citations, access boundaries, review gates, recovery, and operational evidence with real users.
Acceptance evidence
Handover + tune
Train operators, deliver runbooks, observe real usage, and tune the system as more teams and workflows are added.
Runbook + rollout plan
03
By team
Same platform. Different sources, work, and reviewer.
A useful workflow is specific about what it reads, what it produces, and who remains accountable.
Legal
Contract and matter review
- Sources
- Matter files, clause libraries, firm playbooks
- Workflow
- Find, compare, summarize, and draft with citations
- Human review
- Attorney approval before work product is used
Operations
Internal answer desk
- Sources
- Policies, runbooks, tickets, and procedure manuals
- Workflow
- Answer staff questions and surface the supporting source
- Human review
- Escalation owner for exceptions or policy conflicts
Finance
Document intelligence
- Sources
- Invoices, statements, workpapers, and controls
- Workflow
- Extract, reconcile, summarize, and prepare review queues
- Human review
- Controller or manager sign-off on consequential output
Engineering
Project knowledge assistant
- Sources
- Specifications, RFIs, standards, proposals, and project docs
- Workflow
- Retrieve precedent, compare requirements, and draft responses
- Human review
- Senior engineer quality check
Tailoring FAQ
How customization works.
Short answers for teams comparing a generic AI tool with a deployment built around their environment.
Each deployment is shaped around your models, agents, data sources, access rules, review gates, and compliance requirements.
Map what Sotaire looks like for your organization.
A scoping session covers the workflow, source data, users, review gates, security requirements, and the evidence needed for handover.
Start with a 30-minute scope
Bring the workflow, the sensitive sources, and the review rules. We'll map the deployment boundary and next step.