LocallyAI

It does the typing.
You keep the judgement.

Chat, meetings, data analysis and deep research — running on a machine you own, set up as part of a same-day install.

Word · Excel · PDFs · Recordings · CSV exports from your own software

What it does

Ask, record, count, research.

One chat surface, with Files, Meetings and Tools behind it. It does the repetitive work so you can get on with running the business — and everything it touches stays on your machine.

Automated OCR and form filling

Scanned or photographed documents become structured output — invoice line items become a factory work order, a patient history becomes a referral letter. You check the draft before it goes anywhere.

invoice-scan.pdf → work orderdrafted
patient history → referraldrafted
read on your machineno upload

Chat, grounded in your documents

It searches everything you're allowed to see and answers in plain English. Every answer carries citations you click to open the exact passage — and each person chooses which folders feed it.

“Do we indemnify subcontractors?”asked in the Harness
Answer, in plain Englishcited
policy-2024.pdf · page 12source

Recordings become summaries, decisions and actions

Record a meeting or a consult on any office PC, or on a phone on the office wifi with no app to install. Back come the summary, the decisions and the action items with names against them.

consult-0830.m4a — phone, no appconsent shown
Transcription — Whisper, on your machineprivate
Summary · decisions · actions with ownersready
raw audio deleted at 30 daysyour policy

Projects & memory

A project per matter or client, with its own standing instructions and its own files searched first. It also proposes durable memories about how your office works, and you confirm each one.

Harding purchase12 files
letters close “Yours faithfully”remembered
Nothing saved without youyou confirm

The inbox, first thing

Overnight email comes back as a ten-line briefing in your order of priority, with anything that has been sitting too long pulled to the top. The same-every-time jobs behind it run on their own.

112 unread → 10-line briefingrunning
Quote request — 4 days oldslipped through
receipts → expense sheetrunning

Data analysis, of almost any kind

Hand it a spreadsheet, a bank export, a CSV out of your practice software or a folder of readings, and ask the question in plain English. It writes and runs Python on the box — no network, no upload — then hands back the numbers, the chart and a cleaned file you can save.

appointments-2025.csv14,900 rows
no-shows by day and hourcharted
fees by referrer · top 20ranked
margin-by-job.xlsxattachment

Deep research

Ask one hard question. It breaks that question into separate lines of enquiry, sweeps hundreds of your own documents — and the web, where an office has internet enabled — reconciles the places where sources disagree, and writes a cited report you can export to Word.

Plan — 6 lines of enquiryset
your files in parallel · web if enabled312 passages
Report — every claim sourcedexport to Word

Tools, on request

Ask for a small tool in plain English and your own model builds one in the conversation, sandboxed away from the network and your files. Anything bigger is quoted as custom work.

“Build me a stamp duty calculator”asked in chat
saved to the office libraryin use
Runs foreverno subscription

It drafts, sorts, counts and cites; someone in your office approves. Nothing goes out the door on its own.

Deep research mid-run in the Harness — the approved plan on the left, three workers sweeping local files on the right, passage count climbing
Deep research, mid-run — plan approved, three workers sweeping.
The Meetings room in the Harness — one recording summarised, one summarising, and a dictation drafted on the letterhead
The Meetings room — recordings, summaries and dictations, all local.
By industry

Outcomes, not features.

Each of these is a job someone in that office is doing by hand tonight.

Medical & allied health

The referral is written before the patient reaches reception.

Record the consult. You get back a draft note, a referral letter on your letterhead and a plain-English summary for the patient. You read it, fix anything that's wrong and sign it — the checkpoint the RACGP asks for.

consult-1107.m4a · 18 minconsent shown
Note + referral — Dr Nguyendrafted
clinician reads and signsrequired
Legal & conveyancing

Contract, s10.7 certificate and strata report, read together.

Drop the whole pack in at once and ask what's unusual, what's missing and what the strata minutes say about the building. Back at your desk, dictate the file note and it's written up properly and filed against the matter.

sale-agreement.pdf3 clauses flagged
s10.7 · strata · leviescross-read
File note — dictateddrafted
Accounting & bookkeeping

The BAS questions asked before the ATO asks them.

Feed in a Xero or MYOB export. Back comes the odd transactions, the codings that don't match last quarter and the GST that won't reconcile — then the client letter explaining it, written in plain English rather than tax language.

ledger-export.csv8,400 rows
19 to query4 GST mismatches
Client letter — plain Englishdrafted
NDIS & aged care

Progress notes done before the worker goes home.

At the end of a shift, back at the office, the worker speaks a short summary of each visit. Formatted progress notes come back linked to the participant's goals, ready to check and approve before the worker leaves for the day. Every draft records who wrote it and what changed, which is what an audit asks to see.

shift-summary.m4a · 90 secspoken at base
Progress notes — 2 goals linkedformatted
worker reads and approvesaudit trail
Real estate

Routine inspections stop eating the afternoon.

Bring the photos and notes back from an inspection and get a condition report in your format. The arrears list comes back with the accounts worth a call today. Listing copy and appraisals draft in your agency's voice, off the ones you've already written.

14 Bower St — 41 photoscondition report
arrears — 6 worth a callflagged
appraisals 2019–2026searchable
Trades & building

The quote goes out the same day, not next week.

Get back to the office and speak your site notes. The quote and the scope of works come back in your own wording, priced off jobs you've already done — and variations get written up properly instead of agreed over the phone.

site-notes.m4a · 2 minback at the office
Quote + scope of worksdrafted
priced from 14 past jobsyour wording

Recording patients or clients? Where a consult recording actually goes, and what the APPs require.

Recruiters sort CVs against the spec with reasons given, strata managers turn a committee meeting into minutes, planners read a DCP against a proposal. Your workflow isn't on this page? Good — the most useful things we've built started with “I don't suppose it could…”

Artifacts

Small tools, built to order.

The LocallyAI harness builds small, specialised tools with your own model. The six below were built by Qwen 3.8 — the same model that ships on The Office.

Medical & allied health

Recall reminder

When is this patient due back, and how far off is that?

Due
That is
Legal & conveyancing

Settlement date

Exchange today, settle when — and does it land on a weekend?

Settlement
Lands on

Public holidays aren't counted here. The installed version reads the NSW gazette.

Accounting & bookkeeping

GST splitter

Pull the GST out of a figure, or add it on.

GST
Ex GST
Inc GST
NDIS & aged care

Plan budget

How much is left in the plan, and what does that allow each week?

Remaining
Weeks to go
Per week
Real estate

Rental yield

What does this one return before costs?

Annual rent
Gross yield
Trades

Quote builder

Materials, hours and a margin — what goes on the quote?

Labour
Quote ex GST
Quote inc GST

These six run in your browser, on this page — nothing you type here is sent anywhere. On an installed system they sit in the harness beside everything else.

Book a 20-minute chat.

We'll tell you honestly whether this suits your business — and what it would cost.

20 min · free Book a chat