Compare

Cast & Rule vs a cloud AI platform for professional firms

Several vendors now sell an AI platform built for professional firms, run in the vendor's cloud. They are broad, mature and available today. The question for a practice is where its clients' work is processed, and who chooses and changes the model doing it.

A practice laptop on a wooden desk beside a dark Cast & Rule folder and a cup of tea, colleagues working in the office behind.

A fair comparison

Where a cloud AI platform is genuinely good

It's broad, mature and available today. It needs no hardware in the office, a vendor's team keeps it running, and established platforms often hold independent security certifications. For a firm that wants a wide range of capabilities now, and is comfortable with the vendor's terms, that's a serious option.

Where the concern sits

The work runs in the vendor's cloud, on a model the vendor chooses and can change or retire. The practice relies on the vendor's contract and controls rather than holding the hardware itself, and a change to the model can alter results without the practice having tested it first.

Compare

Side by side

Where Cast & Rule differs

  • Client data processed on local hardware
  • A named partner rules on each piece of prepared work
  • A locked Ledger of what the AI did
How the two approaches handle client data, sign-off, logging, firm rules, control of the AI's instructions, and where the work runs
A cloud AI platform for professional firmsCast & Rule
Where client data goesDetail

In the vendor's cloud, on its terms

Processed in the vendor's cloud, under the vendor's contract and security terms. Those terms can be strong; the practice relies on them rather than controlling the hardware.

Local hardware the practice controls

  • Processed on local hardware the practice controls.
  • Results the rules allow to leave are encrypted before they leave.
  • With cloud AI off, no client data leaves, and a report shows what left through Cast & Rule.
  • Each client's records sit in their own encrypted store.
Tell me more about where client data lives, on the security page (opens in a new tab)
Who signs offDetail

Varies by platform

Varies by platform. Some include review and approval steps; others leave it to the practice's own process.

A named partner signs off each piece

A named partner rules on each piece of prepared work before it goes anywhere.
Tell me more about the partner's ruling, on How it works (opens in a new tab)
What is loggedDetail

Vendor-held logs, where offered

Varies by platform. Enterprise platforms often offer audit logs to administrators, kept in the vendor's system.

What the AI did, in a locked Ledger

  • The Ledger records what the AI did, with each entry locked to the one before it.
  • We're extending it to every AI action now.
Tell me more about the Ledger, on the security page (opens in a new tab)
Which firm rules applyDetail

The platform's permission model

Configured within the platform's permission model, as far as its settings allow.
Tell me more about setting the practice's own AI rules: the AI-use policy template (opens in a new tab)

The practice's own, on each task

  • The practice's own rules apply as permissions on each task.
  • Connection controls limit what each connection can reach.
Tell me more about Rules and the Strongroom, in the product tour (opens in a new tab)
Who controls the AI's instructionsDetail

Whoever configures it, within the vendor's limits

Whoever configures the platform, within what the vendor allows. The vendor can change the platform or the model behind it at any time.

Signed, versioned tasks

  • We sign every task, and the machine checks the signature before it runs.
  • Tasks are versioned: your staff can't edit them, and a change needs your approval.
Tell me more about signed tasks, in the security architecture (opens in a new tab)
Where it runsDetail

The vendor's cloud, on the vendor's model

The vendor's cloud, on a model the vendor chooses and can change or retire. Regional hosting options depend on the plan.

A local model on the practice's hardware

  • A model running on local hardware the practice controls, on macOS.
  • Each task is tested against named model versions and upgrades only with your approval.
  • Your practice gets the list of suppliers who handle data, and where it flows.
Tell me more about install and cloud options, on Security and governance (opens in a new tab)

In summary

A cloud AI platform is strong where breadth, maturity and availability matter most. Cast & Rule is built for the practice that wants the work on hardware in its own office, and a say in what the AI is told to do and when it changes.Ask any vendor, Cast & Rule included, where client data is processed, who chooses the model and what happens when it changes.

Questions partners ask

Frequently asked questions

Is a cloud AI platform a bad choice for a practice?

No. It depends on the firm's appetite for relying on a vendor's cloud and terms. This page describes the general pattern, not any one product.

What should a practice ask a cloud AI platform vendor?

Where client data is processed, who chooses the model, whether a model change is tested with you before it goes live, what is logged and who can see the logs.

Is Cast & Rule as broad as a cloud AI platform?

No. It's narrower by design, built around a practice's own rules, a named reviewer and a record of what the AI did. Established platforms are broader and available today.

One practice first

Start with one workflow, over six weeks, with us alongside

For a UK practice of 5 to 20 staff, with a partner who'll own the review. We run one workflow, measure it before and after, and agree in writing how it ends. Send an enquiry or email us today.

Contact us