The product
One system. Every firm workflow.
Four pillars, one layer. Document intelligence, firm agents, a personal chief of staff, and client intelligence — all grounded in the same firm knowledge base.
01 · Document Intelligence
File faster.
Every document, email, transcript, and meeting note — ingested, classified, and made instantly retrievable across your firm. Citations on every answer. Audit trail on every action.
Built for the reality of a working firm: ambiguous filenames, nested PDFs, forwarded email chains, scanned tax packages. niska. reads what's there, proposes a home for it, and escalates anything it isn't sure about to a human.
- 01Multi-tenant ingestion across email, drive, and DMS
- 02Cited natural-language search across the firm corpus
- 03Automatic classification with confidence scoring
- 04Human review queue for low-confidence items
- 05Full audit trail on every read and write
02 · Firm Agents
Run cleaner.
Bookkeeping, financial reporting, tax administration, time and billing — each handled by a specialized agent that knows your client, your data, and your firm's standards. Always with a human in the loop.
Firm agents work inside the systems you already use as your books of record. Nothing is posted, sent, or billed without a reviewer. The agent does the assembly work; your people keep the judgment.
- 01Workpaper preparation grounded in source documents
- 02Reconciliation against the document management system
- 03Auto-proposed time entries from calendar and email
- 04Draft client communications with cited context
- 05Reviewer dashboard with accept, edit, or reject
03 · Personal Chief of Staff
Work sharper.
A dedicated AI chief of staff for every person on your team, tailored by role. Inbox triage, calendar intelligence, meeting prep, and weekly reflection — so your people can focus on the judgment work only they can do.
It learns how each person actually works: which clients matter most this quarter, which threads are waiting on a decision, what usually shows up on Monday morning. The goal is a quieter week, not a busier one.
- 01Overnight email triage and task sync
- 02Meeting pre-briefs sixty minutes before every call
- 03Calendar intelligence tuned to firm priorities
- 04Weekly reflection surfacing stalled threads and risks
- 05Role-specific playbooks for partners, ops, and advisors
04 · Client Intelligence
Serve deeper.
A 360 view of every client, household, and relationship. Life events, communication history, referral lineage, retention signals — surfaced at the moments that matter.
Relationships are the real asset. niska. makes sure nothing about a client — the birthdays, the liquidity events, the last three conversations — is ever more than a question away.
- 01Household and multi-generational relationship views
- 02Life event triggers from inbound communication
- 03Referral and centre-of-influence mapping
- 04Retention and engagement signals
- 05One-question recall of the full client history
Commitments
The commitments every pillar is built on.
Multi-tenant by design.
Client data isolated at every layer. No cross-tenant access, ever.
Citations on every output.
Every answer links back to the source document. No black boxes.
Augments, never replaces.
Your existing systems of record stay yours. niska. is the layer on top.