Does AI Twin see my client files?

Not unless you bring them in yourself. AI Twin does not connect to the systems you use for client work. It is built to hold your own professional record and your firm's operating knowledge; client files are better left under the governance you already run.

What does it actually hold?

Your side of it: professional indemnity, your credentials and certifications, the CPD record, how you write a proposal, and the standards you hold your own work to. The firm's side: proposal and statement of work templates, your contracting positions, the onboarding checklist, and what you decided about rates, about scope, and about the work you turn down.

Does anything move into the AI assistant I use?

Only what you allow. Nothing reaches an outside assistant until you connect it. Assistants that support MCP connectors can then read within the tiers you allow, one assistant at a time. An outside assistant can only propose a memory; it goes to your review queue and is saved only if you confirm.

For consultants

Your credentials, your positions, your pricing decisions.

AI Twin holds your credentials, indemnity and CPD, plus proposal templates, contracting positions and pricing decisions. Client data stays put.

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Rules and email
Bring one thing
Name it

Running a practice? Set up your own Twin first, then add the practice from the workspace switcher. It sits alongside, kept apart.

Everything is free for the first 7 days. No card needed. Add one when you decide to stay.

See what we capture, and what you control Pricing

The question

Every practice that uses AI has to answer one question: where does client data go when a tool handles it.

AI Twin does not connect to the systems you use for client work, so client files only reach it if you bring them in yourself. Keep them where they are governed now. AI Twin is built for the other half.

The gap

What is left is the other half of practice life: yours, and the firm's.

There is your side of it.

professional indemnity
your credentials and certifications
the CPD record
how you write a proposal
the standards you hold your own work to

Then there is the firm's side.

proposal and statement of work templates
your contracting positions
the onboarding checklist
what you decided about rates, about scope, and about the work you turn down

So there are two workspaces.

Personal Workspace and Practice Workspace, with clean scope switching. People you share with see only what you allow.

What that gives you

Three things it does.

It holds your professional context where you can see it.

Your certificates, your procedures, your standards, and how the firm actually works. Everything it holds is visible, sourced, and yours to remove.

No outside assistant sees it unless you let it.

An outside assistant reaches your Twin only after you connect it, one assistant at a time, and sees only the tiers you allow. To answer you inside AI Twin, the relevant memory goes to our model provider under a data processing agreement.

It does not tie you to one provider.

Your context lives in AI Twin, not inside one assistant's account, so changing model does not mean starting again. It reaches any assistant that supports MCP connectors.

Where your data goes

Stored in the UK. Processed in the UK and EU. You decide how long your memory stays; what we must keep, and for how long, is on our retention page. Nothing sold. Every category of provider we use, with its region and data processing agreement status, is on our sub-processors page.

Every category of provider, with its region and DPA status Pricing

Questions, answers

What people ask.

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