Leverage AI without exposing your business
AI becomes significantly more useful when it can work with the information your organization already relies on.
The challenge is that business information rarely lives in one place. It may be spread across document management systems, hosted file shares, Microsoft 365, databases, accounting or billing platforms, and other business applications.
ProCirrus AI Data Sync securely connects those information sources to AI platforms such as Microsoft Copilot, allowing AI to work with authorized business information without requiring you to move everything into a new system.
What AI Data Sync Does
AI Data Sync creates secure connections between your existing business systems and your AI environment.
Depending on your environment, this can include information stored in:
Document management systems such as NetDocuments and iManage
Microsoft 365 and SharePoint
Hosted and on-premises file shares
Databases and business applications
Billing, matter, and financial systems
Internal knowledge repositories
Other approved SaaS and information sources
The service synchronizes information from these systems so it can be searched, referenced, and used by approved AI tools.
Your existing applications remain the systems where the information is managed. AI Data Sync provides the connection between those systems and AI.
AI becomes more useful when it can work across your existing information.
ProCirrus can help securely connect AI to authorized information across document management, business systems, communications, internal knowledge, and selected external sources.
Connecting Information Without Moving Everything
Organizations often assume that using their business data with AI means migrating the information into another platform.
It does not have to.
AI Data Sync uses connectors to retrieve and synchronize information from its existing source. Updates can then be synchronized as information changes.
This creates an information layer that allows AI to work across multiple business systems without requiring employees to manually search each one separately.
For example, information about a client could potentially exist across:
NetDocuments → client and matter documents
Microsoft 365 → email and communications
File shares → historical files and internal information
Billing systems → matter, budget, and financial information
Internal knowledge → prior work and organizational expertise
AI Data Sync helps make those separate sources accessible to an approved AI experience.
Your Existing Permissions Still Matter
Connecting information to AI should not mean giving everyone access to everything.
AI Data Sync is designed to carry security information and access permissions from connected source systems so users can receive information based on what they are authorized to access.
That means two employees asking the same question may receive different information based on their existing permissions.
This is especially important for organizations dealing with confidential client information, ethical walls, financial records, personnel information, and other restricted data.
Preparing Data for AI
Connecting data is only part of the process.
Business information can contain inconsistent metadata, different naming conventions, duplicate information, or other issues that make it harder for AI to understand relationships between documents and data.
Where needed, AI Data Sync can support the classification, organization, and enrichment of information before it is made available to AI.
This helps provide AI with more useful context and can improve the quality of search and AI-generated responses.
Making Copilot More Relevant to Your Business
Microsoft Copilot can already work with information available through the Microsoft ecosystem.
AI Data Sync extends that concept by connecting additional authorized business information that may live outside Microsoft 365.
Instead of asking Copilot a question with only the information immediately available to it, connected data can provide additional business context.
For example, an attorney preparing for a client meeting could potentially use AI to locate and summarize relevant information across documents, historical files, matter information, communications, and other connected sources—subject to that attorney's existing access rights.
The result is AI that understands more of the organization's actual business information.
Supporting More Than One AI Platform
Your data strategy should not be dependent on a single AI model.
AI Data Sync creates a controlled connection between business information and the AI environment, providing greater flexibility as AI technology evolves.
Microsoft Copilot may be the natural starting point for many organizations, but ProCirrus can also support other approved AI platforms and privately operated AI models where additional control or isolation is required.
The objective is to keep the organization in control of:
Which information sources are connected
Which users have access
Which AI services can use the information
How information is classified and organized
Where AI workloads operate
Bring AI to Your Data — Not Your Data to AI
The value of AI increases dramatically when it understands the organization using it.
ProCirrus AI Data Sync provides the connection between your existing business systems and your AI strategy—helping AI securely work with the documents, knowledge, communications, and business information your organization already depends on.
Connect the right data. Preserve the right permissions. Give AI the context it needs to become truly useful to your business.