The engine room
behind every build.
SaveYa Ops is the software we build every client system on. You don't buy it off a shelf. It's what everything we build for you runs on. It connects your real tools back into AI so your team runs the firm in plain language, with every action logged and, for regulated firms, permissioned and redacted down to the field.
The consult: one hour with the team. You leave with a clear plan. Credited toward your build if you move forward.
What it is
Most AI tools are an island. This one runs your whole stack.
A chatbot that can't touch your systems is a toy. SaveYa Ops is the opposite: a secure layer that sits in front of the software you already pay for and hands it back to your team, and to AI, through one connection. The same platform powers a solo firm's AI receptionist and a wealth firm's compliance-gated operations.
Industries
Built for law firms and wealth managers.
Same platform, shaped to how each firm runs. Here is what it looks like on the ground.
Run it in plain English
Your team asks. Your systems answer.
Every connected tool is available to your team through one secure connection to AI. No new software to learn, no tab-switching. A paralegal or an advisor just says what they need, and it happens across Clio, Wealthbox, Microsoft 365, and everything else you run, inside the permissions you set.
Mission control
One screen that knows what your firm is doing.
The dashboard is the operations heartbeat: every workflow run as it happens, success rates, what's waiting on a human, and the actual AI spend for the day, live, not in next month's invoice.
The live execution feed: scheduled runs, Claude-triggered work, and anything waiting on approval, in one place.
Workflows that run themselves
Intake, billing, reporting, on a schedule, not a to-do list.
Skills are automations built around how your firm actually operates: they fire on a schedule, a trigger, or a plain-English ask through Claude. Every run is recorded with full step traces, token usage, and a per-run cost down to the cent.
When something fails, it fails loudly, flagged in the feed, named in a summary email, and one click from the full trace. The system never fails silently.
Human approval gates
Automation does the work. People make the calls.
Any step in any workflow can be gated: the run pauses and the reviewer sees exactly what's about to happen, the drafts, the recipients, the amounts. Nothing proceeds without an explicit Approve.
Rejections record a reason. Decisions land in the audit log. And gates you've grown to trust can be set to auto-approve, deliberately, per workflow, never by default.
The connector layer
Your whole stack, behind one secure connection.
Every integration is a governed connector with real depth, dozens of actions per platform, not a demo-grade wrapper. Credentials live in an encrypted vault. Health is monitored with heartbeats.
The same connectors power your automations and your team's Claude connection: one permission model, one audit trail, whether a human clicked it or AI asked for it.
Custom apps & the App Library
Track anything your software can't, without a rebuild.
Custom apps stand up real data tables, policies, plans, registrations, anything you name, wired into your workflows and connectors. The best ones graduate into an installable App Library: one click provisions the tables, connectors, and automations for your firm.
Case-File Fact Extraction and Payment Plan Manager both started as one firm's custom build.
Everything on the record
Who did what, when, human, AI, or system.
Every action carries its actor. A paralegal's click, a Claude tool call, and a scheduled run all write to the same append-only audit log, same API, same permissions, same record. Redactions are logged as redactions, so you can prove what AI didn't see.
When compliance or a regulator asks what happened, the answer is a query, not an investigation.
Security & control
The part law firms and wealth managers care about.
AI that can touch client data is only safe if you can prove who did what, stop what shouldn't happen, and keep the sensitive parts out of sight. Security isn't a feature we bolted on. It's the layer everything else runs through.
Every action is logged
Every action, by a person, an AI, or the system, is tagged with who did it and written to an append-only audit log. When compliance or a regulator asks what happened, you have the record.
Sensitive data stays hidden
Data is tiered. The most sensitive fields, like SSNs and account numbers, are redacted in the interface and move system to system, kept off any screen where they don't belong.
Permissions that fail secure
Turn on user-level permissions and access is granted on purpose, never by default. If no rule allows an action, it is blocked. People see only the integrations, pages, and client files they've been granted, and an ungranted file returns nothing, not even a hint it exists.
A tamper-evident record
For regulated firms, the compliance tier writes a second, append-only audit trail that is integrity-hashed. The record of what happened can't be quietly edited after the fact.
It watches for abuse
For firms on the compliance tier, an anomaly detector flags the patterns that matter: bulk extraction of records, repeated blocked attempts, and after-hours access to financial data. You find out before it becomes a problem.
Your credentials stay vaulted
The keys that connect your tools live in an encrypted vault and are resolved only when a workflow runs. They are never written into code and kept out of logs.
The compliance controls are an opt-in layer, built for firms under legal ethics rules and SEC/FINRA requirements. Want the full picture of how we handle data and which platforms we build on? See our security page.
Integrations
Deep connections to the tools you already run.
Not surface-level demos. Real, deep integrations with hundreds of actions across the systems that run your firm. A sample below. Don't see yours? We add integrations as firms need them.
Built on
This is the difference between a tool and a partner.
When you work with us, SaveYa Ops comes with the partnership. We build on it for your firm, manage it month to month, and evolve it as AI and your business change. You get the depth of custom software without the cost and risk of building a platform from scratch.
Start here.
See what it could run for you.
Tell us your stack and what's manual today. Hank will text you back, and we'll map what the platform could automate for your firm.
Product screens on this page are from the fictitious SaveYa Legal demo workspace. No real client data appears anywhere.