
Turn scattered documents and emails into a strategic asset. A secure document intelligence platform transforming documents and emails into fast, accurate answers.
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Teams struggle with fragmented documents and emails across network drives, shared folders, and inboxes. SureLink AI solves this with:

Customer data remains under customer control, with no outside storage of questions, answers or document content, no model training on customer data, and encrypted, private processing.

A single intelligence layer that retrieves, interprets, and drafts from scattered documents and email content, giving users complete context and reducing time lost in fragmented data storage systems.

No specialized infrastructure required; it runs on existing personal computers, deploys in minutes, and starts delivering measurable time savings immediately. Most users are up and running within 15 minutes.

Link your data to enrich your responses.

Prompt to access knowledge about your files.

Create document templates and email drafts.
Instantly retrieve client records, workpapers, and reports while standardizing engagement letters and audit templates for consistent compliance.
Securely surface claims histories and underwriting data, and build repeatable templates for quotes, policies, and client correspondence.
Find patient policies, procedures, and forms in seconds, while maintaining HIPAA compliance through secure, on-prem AI document access and templating.
Enable staff to securely query policies, lending docs, and regulatory material, while automating creation of standardized credit and loan templates.
Empower teams to access internal specs, client agreements, and product docs instantly, and create reusable templates for proposals and statements of work.
Locate case studies, deliverables, and frameworks fast, and standardize contracts and client report templates for brand and quality consistency.
Search across case files and precedent libraries securely, while using templating to automate document creation for briefs, contracts, and filings.
Gain instant access to ordinances, grant docs, and resolutions, and unify templates for procurement, contracts, and compliance documentation.
Easily find service records, quotes, and customer files, and generate professional job proposals and agreements through dynamic templates.
Securely search production, compliance, and vendor documentation, and standardize SOPs, specs, and contract templates across the organization.
Access project files, permits, and maintenance records securely, and create consistent templates for board reports, contracts, and compliance filings.
Quickly access deal documents, zoning files, and closing materials, and generate polished, compliant templates for contracts and title work.
SureLink AI helps you get time back in your day by streamlining your document workflow. It quickly finds files and creates professional word documents—so you can spend less time searching and formatting, and more time applying your expertise where it matters most. Whether you’re drafting reports, proposals, or documentation, SureLink AI acts as your personal productivity partner.
No problem. SureLink AI runs on a secure, private cloud platform that never stores or caches your data outside your network. That means you can enjoy all the speed and intelligence of SureLink AI without worrying about local hardware limitations or data exposure. Your content stays yours—always.
SureLink AI is built to be fast, accurate, and purpose-driven. While it focuses specifically on file discovery and document creation (and doesn’t replace every type of AI assistant), it’s designed to excel in those core areas. You can learn more about SureLink’s strengths and limitations in our Prompting Quick Reference Guide.
You can start using SureLink AI in two easy ways:
1. Download the app directly from our website — pricing starts at $10/user/month.
2. Get expert help with implementation by contacting our partner team at partners@surelink.com. We’ll connect you with a local implementation specialist.
You can also explore our network of trusted partners at surelink.com/partners.
SureLink AI’s help resources are open to everyone. Visit our Help Center for:AI learning content
SureLink tutorials and best practices
Release notes and feature updates
Our goal is to make AI approachable, understandable, and valuable for every business user.