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Your firm's data doesn't belong in someone else's AI.

Metrovolo deploys private, secure AI infrastructure for professional services firms — giving your team the power of tools like ChatGPT, without your sensitive data ever leaving your control.

Kendall Mercer LLP — Private AI
SR
Sarah Richardson

Westfield_Services_Agreement_2026.pdf

PDF · 847 KB

Summarize the key terms, obligations, and termination provisions in this agreement.

Assistant

Here is a summary of the Westfield Services Agreement dated March 15, 2026:

Key terms

The agreement is a 24-month engagement for management consulting services beginning April 1, 2026. The fixed monthly retainer is $45,000 with a quarterly performance review. Scope covers operational restructuring, vendor renegotiation, and interim CFO advisory services for Westfield Holdings and its three operating subsidiaries.

Obligations

The firm is required to assign a dedicated engagement lead and provide monthly progress reports by the 5th business day of each month. Westfield must provide access to financial systems, internal records, and key personnel within 10 business days of execution. Both parties are bound by mutual confidentiality provisions covering all proprietary information exchanged during the engagement.

Termination provisions

Either party may terminate with 60 days written notice. Immediate termination is permitted for material breach with a 30-day cure period. Upon termination, the firm must deliver all work product completed to date and Westfield is

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Metrovolo · Private instance · All data stays on your infrastructure

Powered by leading open-source models and enterprise cloud infrastructure

The AI Dilemma

Your team is already using AI. Associates are pasting client briefs into ChatGPT. Analysts are uploading financial models to Claude. Advisors are feeding portfolio data into free tools to draft client memos.

They're doing it because it makes them faster. But every time they do, your clients' most sensitive information leaves your control — absorbed into systems owned by OpenAI, Google, and others, with no guarantee about how that data is stored, used, or trained on.

You can ban AI and fall behind. Or you can give your team something better.

The Metrovolo approach

AI That Stays In-House

Metrovolo deploys a private AI assistant that runs entirely on infrastructure you control. Your team gets a familiar, intuitive chat interface powered by state-of-the-art open-source models — with none of the data exposure.

Your Data Never Leaves

Every query, every document, every conversation stays within your private cloud environment. Nothing is shared with third-party AI providers. Nothing is used to train external models. Full stop.

No IT Department Required

We deploy, configure, and manage your entire AI environment. Your firm gets enterprise-grade infrastructure without hiring a single technical employee. You focus on clients — we handle everything else.

Built for Regulated Industries

Whether you need HIPAA compliance, SEC data handling protocols, or simply the confidence to tell clients their information is protected — Metrovolo is built from the ground up for firms where data sensitivity isn't optional.

The Metrovolo approach

Why not just use ChatGPT Enterprise?

ChatGPT Enterprise and Microsoft Copilot add access controls, but your data still travels to their servers for processing. With Metrovolo, the AI model runs on infrastructure your firm controls. Client data never leaves your environment — not during processing, not for storage, not ever. That's not a policy difference. It's an architecture difference.

Consumer AI

Your firm

Your team

Attorneys, advisors, analysts

Data leaves your control

Third-party servers

AI model

Runs on OpenAI / Google servers

Your documents

Stored on third-party infrastructure

Data processed on third-party servers
May be used for model training
No control over data storage or retention

With Metrovolo

Your firm

Your team

Attorneys, advisors, analysts

Data stays in your control

AI model

Runs on your infrastructure

Your documents

Encrypted, isolated, never shared

Data never leaves your environment
No third-party AI provider access
Full audit trail of every interaction

Up and Running in Days, Not Months

1

We Deploy Your Private AI Environment

We provision a secure cloud environment dedicated to your firm, install and configure a high-performance open-source AI model, and set up document ingestion so the AI can work with your internal knowledge base. Your infrastructure, your control.

2

Your Team Starts Using It Immediately

Your people get access to a clean, intuitive chat interface — as easy to use as ChatGPT. Ask questions, draft documents, summarize files, analyze data. No training required.

3

We Manage Everything Ongoing

Model updates, security patches, performance monitoring, and support — all handled by Metrovolo. As better open-source models are released, we upgrade your environment so your firm always has access to the best available AI — without your team lifting a finger.

Capabilities

What Your Team Will Use It For

Draft client memos in minutes

Upload a 200-page deposition transcript or diligence report and get a structured summary with cited references. Your team spends time refining, not writing from scratch.

Summarize any document instantly

Drop in a contract, a filing, a research report. Get the key terms, obligations, and deadlines extracted and organized — without reading every page.

Search across your firm's entire history

Ask "what precedent do we have for this?" and get answers sourced from your own document library, not the internet.

Analyze financial documents in seconds

Upload a rent roll, an operating statement, or a portfolio report and get structured analysis without building a spreadsheet.

Prepare for any meeting in five minutes

Pull together client history, deal status, or case developments by querying your firm's own records. Walk in briefed.

Automate the work nobody wants to do

Billing narratives, status updates, formatting cleanup, template responses. Reclaim the hours your team loses to low-value tasks every week.

Enterprise security

How your data is protected.

Every Metrovolo deployment is built on the same security architecture:

All data encrypted at rest (AES-256) and in transit (TLS 1.2+)
Fully isolated infrastructure — your environment is not shared with other firms
No data is ever sent to a third-party AI provider
Full audit logging of every AI interaction
Access controls with firm-managed user permissions
BAA available for HIPAA-covered entities

See it in action.

Book a 20-minute walkthrough and we'll show you the platform live, walk through the security architecture, and cover pricing for your firm. No commitment.