For firms whose documents already live in the cloud.
Exalt Reserve
For law, accounting and advisory firms that keep their documents in the cloud and run their own AWS, Azure or Google Cloud account. Exalt Reserve puts open models, retrieval and agents inside that account, and people sign in through the firm's identity provider.
Where a firm starts.
Documents already in the cloud
If the firm already runs its own cloud account, Reserve deploys into it instead of adding an Exalt-hosted service.
Client information and AI tools
ABA Formal Opinion 512, issued in July 2024, expects a lawyer to evaluate the risk that information relating to a representation will be disclosed to or accessed by others before putting it into an AI tool.ABA Formal Opinion 512
Due diligence on outside providers
Florida Bar Ethics Opinion 24-1 lists due diligence for outside AI providers, including confirming the provider is obligated to keep information confidential and secure.Florida Bar Ethics Opinion 24-1
Your review
Your organization runs its own review and stays responsible for its conclusions.
Same question. Different access.
Two people ask Exalt Reserve the same question. Each answer comes only from the documents that person can read.
Signed in as a matter team lawyer
- A matter team lawyer asks: "What did the client agree to about sharing documents with the other side?"
- The answer comes from the client engagement letter and cites it. The question, who asked and the source shown are recorded in the audit log.
- The citation opens the client engagement letter at "Sharing documents", with the passage highlighted.
Signed in as an associate on another matter
- An associate on another matter asks the same question.
- They cannot read the client engagement letter, so the answer never mentions it. It comes from the firm confidentiality policy, which says who to ask.
- The citation opens the firm confidentiality policy at "Client matters", and the audit log records the question, who asked and the one source shown.
Illustrative. A demonstration workspace, not a customer session.
What sits in your account.
- Models, retrieval, agents and monitoring run inside your own AWS, Azure or Google Cloud account. This is not an Exalt-hosted shared service.
- Open models self-hosted in your account are the default: Llama, Mistral, Qwen, Gemma and DeepSeek. Which models run, and whether a use case also uses an outside AI service, is decided with you.
- Reachable only from your private network, with no public endpoint. People sign in through your own identity provider.
- Data is encrypted at rest and in transit.
- Exalt runs a management plane outside your account. It holds no customer content.
- Two bills: Exalt's software, and your own cloud bill. You keep the data, models, vector stores, credentials and subscription.
- An audit log of questions, answers and admin actions is kept in your own cloud account, and your admin sets how long history is kept.
Other industries on Reserve.
Start with the account you already run.
Bring the cloud account, the material you would put to work and the person who reviews your vendors. The consultation starts with those three.