Platform
The operating layer for AI-native engagement delivery.
FourX connects files, workflows, AI preparation, review, approvals, and delivery records so firms can run repeatable engagements without losing context or control.
Why it matters
Move from AI pilots to repeatable engagement delivery.
FourX turns focused workflows into structured ways of working that can be reviewed, improved, and scaled across practices.
Engagement workflows
Start with repeatable work like evidence requests, workpapers, tax workbooks, diligence reviews, and status updates.
Engagement-level control
Keep files, requests, approvals, and outputs scoped to the right engagement, team, and role.
Team and role access
Scope people, files, agents, templates, and outputs by workspace, role, team, and action.
Bounded AI activity
Decide what each agent can read, prepare, update, or send inside a workflow.
Approval workflows
Route exceptions, comments, approvals, and partner decisions through the delivery record.
Complete engagement record
Keep source files, AI actions, approvals, and final outputs connected from request to sign-off.
Platform architecture
Scale what works across the firm.
Move one successful workflow into more teams, service lines, and review patterns without rebuilding from scratch.
Workflow catalog
Organize approved workflows by service line, owner, team, controls, and release status.
Quality before rollout
Test AI work against examples, expected outputs, review criteria, and edge cases before rollout.
Controlled rollout
Move workflows from draft to live with approvals, versions, rollback, and retirement.
Firm systems
Connect document stores, spreadsheets, data rooms, CRMs, workflow tools, and internal apps.
Visibility at scale
Track adoption, exceptions, turnaround time, quality trends, and workflow outcomes across teams.
Enterprise readiness
Manage ownership, access reviews, vendor review, model choices, controls, and environments.
FAQ