Quote prep & intake — on-prem

Your best people are stuck doing prep work.

zero1 turns messy inbound requests into priced, source-linked, ready-to-sign drafts. Your senior person reviews and signs. The hours of digging, cross-checking, and drafting are already done.

See the evidence Book a call
The approval loop A private agent ingests documents, retrieves sources, prepares a cited draft, stops for human approval, then releases the output. Rejected work returns to draft. RETURN 01 INGEST 02 RETRIEVE 03 DRAFT 04 HUMAN GATE APPROVAL REQUIRED 05 OUT

Two paying deployments. Running on infrastructure the customer controls, on real confidential documents, with every claim source-linked and every release held for human approval.

Watch a week collapse into hours

00 / Evidence, not promises

Most AI companies show you a demo. Here is what ours actually did.

At real companies, on private data, scored against bars we published before we had results — with the misses included. Where a number is not measured yet, it says so.

  1. 01The pilot scorecardCases, acceptance, reviewer minutes against the manual baseline.
  2. 02The deployment runbookThe real step list to stand this up inside your walls, redacted.
  3. 03The accuracy benchmarkBars written down before the result. The bar cannot move to meet it.
  4. 04Lab notebookDated entries, including the week it invented specifications.
  5. 05LimitationsWhat it does not do, published rather than discovered in month two.

This page only moves forward. Entries are dated when written, never backdated. Open the evidence →

01 / Problem

First accurate responder wins.

The days you spend preparing are the days you’re losing.

Quotes, intake, decision packets — in every complex firm, prep eats the week and the best people are the ones stuck doing it. The bottleneck is not talent. It is prep. That is the gap an agent closes.

Fig. 01 / Time to quote

QUOTE PREP TODAY: ~1 WEEK MANUAL / STALE PRICING REUSED DAY 1 DAY 2 DAY 3 DAY 4 DAY 5 DAY 6 DAY 7 WITH ZERO1: HOURS ELAPSED TIME SAME DOCUMENTS. DRAFT READY FOR HUMAN APPROVAL.

01b / The cost

Your numbers, not ours.

What does prep work cost you?

At the engineering firms we studied, a quote takes about a week, the first accurate responder usually wins the job, and years-old pricing gets reused because nobody has time to check it. At law firms, the most senior people burn hours on intake and conflict checks before a matter even starts. That is expensive judgment doing cheap work.

Prep work is costing you roughly $216,000 per year, 1,440 senior hours.

Your figures, your arithmetic. Nothing here is sent anywhere or stored.

 See what we would do with that

02 / How it works

Your documents in.
Your name out.

SaaS is dead. Agents are alive.

Software waits to be fed. An agent does the prep work first. Five stations between your documents and the door — one draft moves through, and it pauses exactly once: at a person.

One reviewer, many agents. The point is not that a human checks the machine. It is that your most expensive hour goes to the decision, not the digging. One senior person signs off on work that used to take the whole week.

  1. 01 · Your documents

    Ground

    Past quotes, matters, rate sheets, and records. Only yours.

  2. 02 · The draft

    Prepare

    A quote, intake summary, or conflict check — each claim linked to a source.

  3. 03 · Source-linked draft

    Prove

    Claims stay linked to source material for review.

  4. 04 · Human gate

    Approve

    A person reviews and signs off. Nothing leaves before that.

  5. 05 · Out

    Under your name

    Approved work goes out. The judgment stays yours.

Fig. 02 / Five stations

03 / Deployment

Nothing leaves the building.

Most AI tools send documents to someone else's cloud. zero1 runs your AI agent inside your office. Models, retrieval, drafting, and review stay on local hardware behind your firewall.

  • 01Your AI agent, installed inside your office
  • 02Local models, routed inside your network
  • 03Your documents never cross your firewall
  • 04No cloud APIs in the loop

Book a call

Cross-functional office swimlane. Intake, legal, quote, purchase order, audit, and billing pass work to a local AI agent inside a secure perimeter. Nothing crosses the building boundary.

On-prem / Your AI agent / Customer-side of the firewall Fig. 03 / Section A-A

04 / Evidence

Hover or tap a claim.

Every claim stays linked to its source.

Open any sentence and see the document, section, and supporting detail behind it. Reviewers can verify the draft without reconstructing the work.

Specimen / Illustrative excerpt

Draft quote — prepared for approval

Source ledger

  1. rate-sheet_2026.pdf§4.2 · hourly review rates
  2. engagement-letter_signed.pdf¶7 · phase-one hour cap
  3. billing-policy_2025.docx§2.1 · pass-through costs
Fig. 04 / The receipt — every claim opens the exact source behind it.
  1. 01 / GroundingSource-linked

    Every claim opens its evidence.

  2. 02 / ControlHuman approval

    Nothing leaves without a person signing off.

  3. 03 / DataNo training

    Customer documents stay context, never training material.

  4. 04 / PerimeterRuns inside

    Models and files stay behind the customer firewall.

05 / Solutions

Two solutions. One discipline.

Built narrow. Deployed deep.

ZERO1 Intake

Screens incoming requests, checks constraints and conflicts, and prepares a source-linked intake brief for review.

  1. Intake criteria matched
  2. Conflicts surfaced from matter and contact records
  3. Cited summary queued for review

ZERO1 Quote

Builds a quote draft from past projects, specifications, and rate sheets for estimator approval.

  1. Past-project analogs retrieved
  2. Stale pricing flagged
  3. Every number linked to its source

Shared engine

Grounded retrieval. Local orchestration. Human gate. One engine, two narrow solutions.

Talk through your problem

Fig. 05 / Solution boundaries

06 / Story

Two people. We answer our own email.

It sounded right. That was the problem.

Customer-side / On-prem
Real confidential files
Human-approved

  1. Real files broke the illusion. Messy scans, stale pricing, and contradictory documents exposed the failure mode: an agent could sound right and still be wrong.

  2. We rebuilt around proof. Every claim had to stay linked to its source, and every finished draft had to stop at a person.

  3. Then it crossed into production. A bounded deployment ran on local hardware with real confidential files, on-prem. That system runs in production today.

07 / Book a call

30 minutes. One hard problem.

Bring us the problem.

Tell us where the work gets stuck, what the handoffs look like, and what a good outcome would change. We will ask the hard questions and tell you whether a private agent is the right fit.

Select a time

30 min / America–Phoenix

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Choose a time that works.

Open the booking page to choose a time. If the calendar is unavailable, email a founder directly.

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