Trust and security
It works on its own. Your team signs it off.
Built for firms that answer to their clients. What Vateri does by itself, what it never does and where your data lives.
Approvals
A person approves everything that leaves the building.
Vateri reads and drafts on its own. It sends, books and changes records only after someone on your team says yes to that exact action, on a card that shows it in full.
The off-limits wall
A protected client is never approached. Even with always-approve on.
Data
Held in the UK. Never trained on.
- Held in the UK, in London
- Each firm’s records kept apart from every other firm’s
- Never used to train any model
- A data processing agreement on every plan
- Sub-processors listed in the privacy notice
- Registered with the ICO, reference ZC261354
Audit
Every suggestion Vateri makes is logged: what it proposed, who accepted or rejected it and when. Your firm can read the log and, on the enterprise plan, export it.
Access
Connections are private to the person who made them. Your admin sees who has connected what and how much the firm has used, never the messages. Removing a person removes their connections.
For IT admins
What it needs. What it never does.
Connecting Outlook and Teams needs your Microsoft 365 admin. This part is written for them.
What Vateri needs
Read access to the team chat it is invited to, the inboxes and calendars people connect themselves and the CRM an admin connects once. Permission to draft, which it uses only after an approval.
What it never does
Send an email, book a meeting, change a record or contact anyone without a person approving that action first. Train on your data. Share one firm’s records with another.
What your admin sees
Who has connected what and how much the firm has used. Not the messages. Connections are private to the person who made them.
Documents
Read the detail.
Privacy notice
What we collect, why, where it is held and the sub-processors we use. Read the privacy notice.
Terms of service
The terms every firm signs up to. Read the terms.
Data processing agreement
Comes with every plan. Ask at info@vateri.ai and we will send it the same day.
AI answer sheet
One page for your clients’ due diligence: what the AI does, what it does not, where the data goes. Ask at info@vateri.ai.
Compliance marks: ICO registered, ZC261354. We do not claim certifications we do not hold.
Questions from your compliance team?Bring them to a demo. A founder will answer each one.
Supervised by your team. Hosted in the UK.
A 14-day free trial with no card. Then one credit pool for the whole firm, from £50 a month.
No card. First workspaces open January. See pricing