See how →
AI for professional servicesHow can a small firm find what it already knows?
Put your engagement letters, fee schedules, templates and procedures where the whole firm can ask about them. Constella answers from your own documents, with the source attached, so the partners stop being the help desk.
Example
What did we charge Harbor Bakery for last year's year-end?
$2,400 for the year-end and corporate tax return, plus $350 for the payroll reconciliation.
Harbor Bakery engagement letter.pdf
Sound familiar?
Your firm's know-how lives in a few inboxes.
Only the partner remembers.
What we charged, what we agreed, which template we used.
The same procedure questions every week.
Deadlines, intake steps, who signs off.
Ten versions of the same template.
And nobody's sure which one is current.
A new associate.
Who needs the same walkthrough as the last one.
What changes
Three steps to a firm that remembers.
Example questions
Ask the files. Check the source.
The questions a small firm asks every week, answered from its own letters, templates and fee schedules.
Constella
Example · Accounting firm · fees
What did we charge Harbor Bakery for last year's year-end?
$2,400 for the year-end and corporate tax return, plus $350 for the payroll reconciliation.
Harbor Bakery engagement letter.pdf
Example · Law firm · templates
Which retainer do we use for a residential purchase?
The flat-fee real estate retainer, version 4 from January. It covers the title search and one revision of the agreement.
Retainers / Real estate v4.docx
Example · Insurance brokerage · renewals
When does the Lakeside Café liability policy renew, and with which carrier?
June 1, with Maple Mutual. Last year's premium was $3,180.
Renewal schedule 2026.xlsx
Example · Design agency · scope
How many revision rounds did we include for Ridge Outfitters?
Two rounds per page, then $150 an hour. It's in section 3 of the proposal.
Ridge Outfitters proposal.pdf
Data care
Your documents. Your clients' trust.
Your files are private to your firm and never used to train AI. You choose which folders to add, and you can remove them at any time.
Your data
Your data stays your business.
Private to your team
Only people you invite to a project can see it.
Every answer cited
Click the source before you send the quote.
Not used to train their AI
We use AI providers under zero data retention agreements, so your files don't train their models.
Remove access in one click
When someone leaves, their access ends. Their knowledge stays.
Too busy to switch?
Start small. Nothing to migrate.
Start with
Your templates folder. Nothing to migrate.
Then
Let your next new hire ask first. Free to start.
Pricing
Free to start.
Free
$0
No credit card.
Constella Pro
$14.99 / month
Or $149 a year.
Constella Team
$29.99 / seat a month
Or $24.99 a seat billed yearly. One bill for the team.
Questions
What owners ask first.
What should a firm put in Constella?
Firm documents such as engagement letter and retainer templates, fee schedules, procedures, checklists and the client folders you choose to add.
What kinds of firms use it?
Small professional firms whose team asks the same questions every week: accountants and bookkeepers, law firms, insurance brokers, financial advisors, architects and engineers, agencies and consultants.
Is our clients' information private?
Your files are private to your firm and never used to train AI. You choose exactly which folders to add.
Is it free to try?
Yes. Constella is free to start, with no credit card.
Keep reading
Related questions
Ask the files. Not the partner.
askconstella.com