Agent Max is an AI chief of staff for firms whose work runs on relationships and judgment. He joins the conversation, knows what the firm knows, and says it only to the people cleared to hear it. And your data stays yours.
Max understands what each person needs to know. And what they shouldn't.
He only tells people what they're cleared to know, and he proactively shares important information with you, even if you weren't there to hear it.
Financial and professional services, legal, healthcare, and the institutions that serve them, including the most regulated and risk-averse.
Agent Max brings control and structure to how your people work with AI.
In your cloud or on your premises, with your own AI providers and your own keys. Your documents, mail and meetings never pass through us.
Max answers each person within their own access, whether in chat, in a draft or on a call.
A message to anyone outside the firm waits until a person says yes.
Written to an audit trail in your own systems, where your security team already looks.
Max shows you where your AI spend goes, and why.
By person, by kind of work, by provider and by model, down to the tokens. Then change the levers: a different provider or model for one task, different settings for another. Most AI products stop at a cap per user. Max helps you change how the work is done.
Max360 is led by two technologists who have spent their careers inside knowledge-driven institutions — at the strategic table, and building the systems those firms run on. Agent Max is the teammate we always wanted there.
The best-prepared business wins. Find out what Max can do for you today.