Frequently asked questions

Zrico gives your firm its own private AI workspace. Staff sign in at your firm’s address and use Claude and GPT to draft, summarize, review documents and answer questions, in a workspace that is separate from every other customer.

Current models from Anthropic (Claude) and OpenAI (GPT). We update the list as providers release new versions.

Yes. Staff can attach PDFs, Word files and other documents to a conversation and ask questions about them. Files are stored in your firm’s workspace only.

Law firms, accounting firms and insurance brokers using AI for internal work. It is not designed for patient health information, and it is not an archive for broker-dealer or registered investment adviser communications.

No. AI models can be wrong, out of date or invent sources. Every output must be reviewed by a qualified professional before you rely on it or share it with a client.

No. We use the providers’ business APIs, which do not train models on customer prompts, files or outputs.

AI requests go only to US processing regions of the AI providers. Our subprocessor list shows where each service we use is located.

Providers keep request data for a limited time for abuse monitoring. The exact periods are listed on our AI data use page.

No. Each firm has its own application and its own databases on a private network that other firms cannot reach.

No. We do not hold SOC 2, HIPAA or other certifications today, and we do not sign business associate agreements. Our security page describes exactly what we do.

Yes. An admin can keep conversations indefinitely or have them deleted automatically after a set period.

By email invitation, with two-factor authentication available to every user and required for admins. Microsoft 365 sign-in is rolling out now: once it is on for your firm, staff can sign in with their work accounts.

Your Microsoft 365 admin approves the app once for your tenant. Only accounts from your own tenant can sign in, and your admin decides who has access.

No. Workspaces are invite-only. An owner or admin decides who gets in.

$39 per seat per month, with a 5-seat minimum. That includes $20 of AI usage per seat each month, pooled across your firm.

Yes. Every new firm gets 30 days free. A card is required when you sign up, but nothing is charged during the trial. Your first charge (seats × $39) is on day 31 unless you cancel, and we email you 3 days before it.

You are not charged, and your workspace keeps working until the end of the 30-day trial.

No. Seats added during the trial are free until the first charge, when every seat is billed at the normal price.

$5 per seat for the whole trial, pooled across the firm. From the first charge it is $20 per seat each month.

By card, monthly in advance. Add seats any time with a prorated charge; remove seats at the next billing date.

Your workspace stays available until the end of the paid period. You then have 30 days to export your data before it is permanently deleted.