Verdict reads your firm's documents — compliance manuals, SOPs, regulatory filings — and tells your reps how to handle a customer's question. In five seconds. With the citation. On your network.
Compliance officer's desk · Boston
A compliance officer should be able to set Verdict up in an afternoon and audit it the same week. The whole product is designed around that constraint.
No cloud. No data sent anywhere. Runs on a single Windows machine or your existing on-prem server. Air-gap deployment supported. Your IT team owns the box; we don't have a key to it.
Compliance manuals. SOPs. Regulatory filings. Your routing matrix. The two-page memo legal sent in March. Hybrid AI + keyword retrieval — every passage is indexed and citable. We don't train on your data; we read it.
Handle here. Transfer. Escalate. Each comes with the script, the steps, the citation, and what not to say. The rep moves on. The compliance team gets the audit log automatically.
Wealth-management scenario, lifted verbatim from a pilot at a $1.4B RIA. Step through it the way a rep would.
In every regulated workflow, somebody on the front line has to give a defensible answer in real time. Verdict is built for that minute.
Wealth · advisor + client
"Can I add my daughter as a beneficiary on my inherited Roth IRA?" Most reps would say yes. Verdict reads Compliance Manual §4.3 and FINRA Rule 4512, returns Handle here, drafts the script, and surfaces Form ADV-2B with notarization required.
Law · firm library
"I think my surgeon left a sponge in me." The paralegal almost routes it to billing. Verdict tags it Escalate — potential malpractice, surfaces the firm's intake protocol, and pages the partner on call.
Insurance · claim file
"My car's totaled — am I getting a rental for the full 30 days?" Verdict reads the policy form, the state DOI bulletin, and the carrier's customer-service SOP. Returns Transfer to claims · ext. 4408 with the rental-coverage cap pre-cited.
Mortgage · closing table
"We changed the rate yesterday — can we still close Friday?" Verdict reads RESPA, TRID §1026.19(f)(2)(ii), and the firm's closing playbook. Returns Handle here with the 3-business-day re-disclosure clock and the new earliest-close date.
Real estate · closing
"Is this a good neighborhood for my kids?" The agent wants to be helpful. Verdict pattern-matches steering risk under the Fair Housing Act, returns Handle here · do-not-say script, and offers the schools-data redirect every state allows.
Medical · front desk
"My ex's lawyer is asking for my chart — do I have to send it?" Verdict reads the practice's BAA and HIPAA Privacy Rule §164.512(e). Returns Escalate — privacy officer with the subpoena-vs-court-order distinction pre-flagged.
We don't think it ever will. Three reasons we drew this line and won't move it.
OpenAI, Anthropic, Microsoft Copilot — every cloud AI vendor uses your prompts to improve their models, unless you've signed (and audited) the right enterprise tier. Verdict runs on your network. Your data never leaves the box. Nobody else benefits from it.
Cloud AI bills per query. Your reps can't use it freely without spiking the bill, so they don't — and you're back to the unsearchable PDF. Verdict runs on your hardware. Unlimited queries. Predictable per-seat pricing. The economics finally line up with the workflow.
Every answer cites the exact policy section. Defensible to FINRA, SEC, HIPAA OCR, state DOIs, and your firm's compliance archive. If the rep followed Verdict, you can prove what the rep was told and where it came from. That's the whole point.
Prashant Sahni · 2025
I spent eight years at Fidelity in retail wealth operations. Every week, I'd watch reps struggle to answer a customer in 60 seconds while a 2,000-page compliance manual sat unsearchable on a shared drive. Some guessed. Some misrouted. Some misadvised — and we'd find out three weeks later in a complaint, or three months later in an arbitration filing.
Verdict is the tool I wished I'd had. Built for the 60-second decision window. Runs entirely on your network because in regulated industries, that's the only thing that's actually allowed. We're not a chatbot. We're not a replacement for your compliance team. We're the thing that finally lets the policy your compliance team wrote actually reach the person on the phone.
Cloud AI bills per query. We don't, because we can't see your queries. Pick the tier that matches the depth of customization your firm needs.
We'll set up a 30-minute demo using a couple of your sample policies — redacted is fine. No commitment. No follow-up sequence. If it's not the right fit, we'll tell you.