helmOSTry helmOS
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Intelligence infrastructure for firms who lead with trust.

helmOS keeps every engagement alive: evidence stays close, partners steer with conviction, and clients see their boundaries upheld.

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Client-grade isolationExplainable agent actionsGoverned evidence trailsPrivate deployment optionsClient-grade isolationExplainable agent actionsGoverned evidence trailsPrivate deployment options
Why helmOS

Turn every engagement into living intelligence your partners can steer with.

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Living contexts

Keep every engagement alive

Capture briefs, deliverables, and signals in one governed layer so teams brief faster and nothing is rebuilt from scratch.

Contextual agents

Act with evidence in hand

Agents answer and execute with source links, approvals, and client-bound guardrails.

Governed operations

Trust the boundary

Access, audit, and deployment controls start at the client perimeter so leadership and clients stay aligned.

How it works

From scattered artifacts to a governed operating layer.

helmOS connects your systems, composes client context, and keeps every response anchored in evidence.

Connect

Link the document, knowledge, and project systems you already run engagements on.

Compose

helmOS shapes client-specific context that updates with every deliverable and decision.

Respond

Search, brief, or let agents act—always with traceable evidence.

Security & trust

Controls that start with your client boundary and prove every action.

helmOS was built for firms whose credentials live on trust. Data isolation, audits, and deployment choices stay in your hands.

Segregated workspaces

Each engagement runs inside its own sandbox—no bleed, no shared indexes.

Signed evidence

Every response and action carries sources, approvals, and revocation paths.

Audit on day one

Logging, retention, and SOC 2-aligned controls map to professional services workflows.

Your region, your cloud

Data never trains foundation models and stays deployable within your controlled stack.

Take the helm

Bring living context to every mandate your firm touches.

Partners, delivery teams, and clients stay aligned when knowledge never goes dark. helmOS keeps the evidence, the guardrails, and the conviction in one place.

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