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  1. AI Use Cases for European SMEs | Private AI Solutions | HTX/

AI for Professional Services | Law Firms Accountants GDPR | HTX

GDPR compliant Client confidentiality On-premise or EU Cloud

Private AI for
professional services.

87% of professional firms use ChatGPT with client data. ORCA gives you the same capabilities without violating GDPR. From 50 person-days to 1.5 days with AI.

87%
Professional firms
use ChatGPT
50→1.5
Person-days
saved
100%
Client data
in your perimeter
The challenge

87% of firms use ChatGPT. With client data.

Professionals — accountants, lawyers, labour consultants, auditors — have discovered AI. And they use it. They paste balance sheets into ChatGPT for quick analysis. They upload contracts to get clause summaries. They input sensitive client data to generate reports and opinions.

The problem is that ChatGPT, Claude, Copilot, and Gemini all send data to their respective servers in the United States. An accountant pasting a client's balance sheet into ChatGPT is transferring personal and financial data to OpenAI — a GDPR violation and a breach of professional secrecy.

This is not a theoretical scenario. According to industry data, 87% of professional firms use consumer AI tools in their daily practice. In most cases, without a Data Protection Impact Assessment (DPIA) and without informing clients.

The dilemma is clear: professionals need AI to remain competitive — but they cannot use available tools without violating the very regulations they are supposed to uphold. An alternative is needed that offers the same capabilities as ChatGPT but keeps data within the firm's perimeter.

The HTX solution

ChatGPT for your firm, without the GDPR risk.

HTX offers two products specifically for professional services, both built on PRISMA — the private AI infrastructure that ensures no client data ever leaves the firm's perimeter.

ORCA

ORCA — Document analysis for professionals

ORCA indexes contracts, balance sheets, opinions, circulars, regulations, and internal firm documentation. Professionals ask questions in natural language and receive precise answers with source citations.

"Which clauses in this contract include penalties?" — "Summarise the equity changes in the 2024 financial statements" — "What does the latest tax guidance say about SME deductions?" — ORCA finds the answer in your documents in seconds. It does not fabricate or hallucinate: if the information is not there, it says so.

All with the same ease of use as ChatGPT — but without sending a single byte to US servers.

Documents + private RAG
MANTA

MANTA — Client data queries

MANTA connects to your practice management system, client database, accounting and tax systems. The professional asks questions in natural language and gets answers from the data without writing SQL or involving IT.

"Which clients have tax deadlines in the next 30 days?" — "What is the average revenue of manufacturing sector clients?" — "How many financial statements are in 'pending validation' status?" — MANTA generates the query, executes it securely, and returns the result.

The back office accesses the data it needs, when it needs it, without waiting and without intermediaries.

Private text-to-SQL
Case study

T&B Associati: from 50 person-days to 1.5 days with AI.

T&B Associati is an Italian accounting and labour consultancy firm that chose to adopt private AI to transform its operations.

The specific challenge: massive document analysis for a due diligence project. An activity that traditionally required 50 person-days for reviewing, classifying, and summarising hundreds of accounting, tax, and legal documents.

With ORCA, T&B Associati reduced this time to 1.5 days. ORCA indexed the entire project documentation and allowed professionals to query it in natural language: "What are the undeclared liabilities over the past 3 fiscal years?" — "Are there pending tax disputes?" — "Summarise the anomalies in cash flows."

The result is not just efficiency. It is quality: ORCA identified anomalies that a manual review would likely have missed, because no professional can read the hundredth document with the same attention as the first.

All without a single byte of client data leaving the firm's perimeter. Client privacy and professional secrecy intact.

T&B Associati by the numbers

Before: 50 person-days for document due diligence

After: 1.5 days with ORCA

Savings: 97% of time

Quality: Anomalies identified that manual review would have missed

Privacy: Zero data sent to external servers

T&B Associati is among the first Italian professional firms to adopt private AI for their operations.

Compliance

GDPR and professional secrecy: not optional.

For a professional firm, client data confidentiality is not just a legal obligation — it is the foundation of the fiduciary relationship. Here is how HTX solutions protect this confidentiality.

GDPR

Data stays in your firm

Balance sheets, contracts, tax data, client personal information: everything stays on-premise in your infrastructure or on HTX EU cloud. No data is transferred to US servers. No data is used to train third-party models. End-to-end encryption on every interaction.

Zero extra-EU transfers
SECRECY

Professional secrecy protected

Professional secrecy for lawyers, accountants, and consultants is protected by law. Using ChatGPT with client data violates it. With ORCA, AI runs within your perimeter: data confidentiality is guaranteed architecturally, not by a contractual promise from a US provider.

Legal privilege
AI ACT

AI Act compliant

The EU AI Act imposes transparency and governance obligations even for limited-risk AI applications. HTX solutions are designed for compliance from inception: traceable answers, audit trails, access controls.

Transparency by design
Benefits

What changes in professional practice.

01

Time recovered

The T&B Associati case proves it: activities requiring weeks complete in days. But time savings apply to daily operations too: searching for precedents, analysing contracts, preparing opinions. Minutes saved on every task, hours recovered every day.

02

Superior accuracy

ORCA finds information in documents with a consistency no human can maintain on high volumes. It does not tire, does not get distracted, does not skip a clause. And every answer is traced to the source, verifiable by the professional.

03

Client confidentiality

The number one competitive advantage: you can tell your clients that you use AI but that their data never leaves your firm. A concrete differentiator versus firms using unprotected ChatGPT.

04

Democratised data access

With MANTA, you do not need a SQL expert to get a report from your practice management system. The professional asks in natural language and gets answers in seconds. Less IT dependency, more operational autonomy.

Who it is for

Firms already using AI — and firms ready to start.

HTX solutions serve two types of professional firms:

A

Firms already using ChatGPT

If professionals in your firm already use ChatGPT, Claude, or Copilot, you have a compliance problem. ORCA is the natural migration: same capabilities, but data stays in your perimeter. The switch is transparent for users — they change the URL, not how they work.

B

Firms ready to adopt AI

If you want to bring AI into your firm but are held back by GDPR concerns, ORCA is the safe way to start. A pilot in 2-4 weeks on your real documents. You measure the value, train your team, and scale at your pace.

Ready to use AI without risking compliance?

Take our free AI Readiness Assessment or contact us for a personalised demo for your firm.

Frequently asked questions

FAQ — AI for Professional Services

My firm already uses ChatGPT — why should I switch to ORCA?

Because ChatGPT sends all data to OpenAI servers in the US. If an accountant pastes a balance sheet or a lawyer pastes a contract into ChatGPT, they are violating GDPR and compromising client confidentiality. ORCA offers the same conversational capabilities, but data stays within your perimeter — on-premise or EU cloud.

How does ORCA protect the confidentiality of my clients' data?

ORCA runs on PRISMA, HTX's private infrastructure. Data never leaves your infrastructure. No data is used to train third-party models. End-to-end encryption across the entire pipeline. Full GDPR compliance and professional secrecy.

Can MANTA query my firm's management system?

Yes. MANTA connects to any relational database — your practice management system, client database, accounting systems. The professional asks questions in natural language and gets answers in seconds, without needing SQL knowledge.

How long does it take to implement ORCA in my firm?

Our method delivers a working pilot in 2-4 weeks on your real use case. No months of planning required. Upload your documents, configure access, and your team starts using ORCA.

What is the cost for a small to mid-sized professional firm?

ORCA is designed to be accessible for SMEs and professional firms. Costs depend on the configuration and number of users. The initial pilot has a contained cost and allows ROI evaluation before any long-term commitment. Contact us for a personalised quote.