# AI that prepares the work for your review

AI in Rutledge does the preparation. Professionals spend their time on judgment. It reads documents, drafts, researches and prepares actions. A person reviews and approves what matters. Every AI task runs through one service. Each cost is tracked to the firm and the task.

## Documents read, then confirmed item by item
Upload a tax form, a statement, a policy or an application. AI reads it. Each item it pulls out appears next to the place it came from. A person confirms or corrects each item before it enters the record. Nothing read by AI becomes a fact until someone confirms it.

## Drafts written for review
AI drafts client emails, meeting summaries, letters, briefs and marketing posts. Drafts stay drafts until a person edits and approves them. Messages and content send or publish only with approval. Marketing goes only to people who gave consent.

## Research that quotes the exact source
Research answers cite the exact text of the governing source. They never paraphrase. Each answer shows the passage it relies on. You can read the source before you rely on the answer. When the sources do not cover a question, the answer says so.

## Agents act through approved tools
Agents work only through approved tools. Each of these has its own permission: reading a record, preparing a draft, sending a message and changing a record. Actions that matter wait for a person's approval. Every step goes into a tamper-evident log. It shows what was proposed, who approved it and what happened. Some actions are never available to an agent. Professional responsibility always stays with the professional.

## Numbers come from dedicated calculation tools
Plans, tax returns, insurance needs and portfolio analysis use dedicated calculation tools. Those tools take structured inputs. AI can explain a result or prepare the inputs. It does not invent the numbers. When a calculation cannot be done with the facts given, the tool says why. It does not guess.

## See where every fact came from
Each fact shows who supplied it: you, the assistant, an example or a placeholder. A fact the assistant filled in shows what it assumed. A fact read from a document names the document and the line. Each result shows the facts it used. When a return cannot be worked out, it says which fact is missing. It does not guess. Research cites the exact text.

## Data handling follows the task
Client information goes only to AI providers under zero-data-retention terms. Other information is routed separately. Each task uses only the information it needs. Provider retention terms are separate from the records Rutledge keeps for your work. Those include saved conversations, professional records and delivered documents. A provider's non-retention does not erase them. [Review Security & Control](/trust).

## The assistant on this website
[The product assistant](/assistant) answers from this site's published material. It cannot see client records or start a subscription. Do not enter client information or confidential matter details. Questions and answers may be saved and used to follow up with you. It does not start a live chat. To reach a person, use the [contact page](/contact).

## Talk to a person
[Talk with us](/contact) to discuss coverage or a result you want to check. You can also ask about the controls your practice needs. The website assistant does not give legal, tax, investment or insurance advice.