Listen & scope
Industry, tools, and risk first. No generic stack pushed onto a three-person practice.
New technology, implemented the way a professional firm actually has to run it.
Vallis Solutions is a digital transformation firm. We implement new technology for professional practices and local businesses: compliance-grade security as the foundation, private AI and automation as the next capability, and custom digital systems the firm can actually run.
- FTC Safeguards Rule
- IRS Pub 4557 / WISP
- Private / local AI
- Web & app design
30 days
Zero-cost baseline audit with an audit-ready WISP you keep.
U.S.-based
Domestic handling, support, and accountability for American firms.
Private AI
Models and workflows that stay on your side of the fence—not a public chatbot.
Insured
Fully insured professional liability for the work we take on.
How we implement transformation
Security, private AI, and custom digital systems are one practice. You do not modernize a firm by bolting tools onto a weak foundation—and you do not stop at the foundation either.
Foundation
Compliance & Cybersecurity
FTC Safeguards, IRS Pub 4557, ALTA Best Practices, and ABA Model Rule 1.6—translated into logging, hygiene, ransomware blocking, and a written plan regulators can actually read.
See compliance programs → InnovationLocal AI & Automation
Assistants tuned on your services, policies, and files. Document intake, internal Q&A, and workflow automation that never needs a public large-language-model vendor.
Explore private AI → SystemsWeb Design & Web Apps
Marketing sites and custom web applications for local businesses and professional practices—designed, built, and secured as a single engagement.
See web & apps →
Featured Engagement
The 30-Day Baseline Audit
We deploy a silent, lightweight security agent to your network for 30 days to map your current compliance baseline. At the conclusion of the evaluation, your firm receives an actionable security and hygiene assessment and an audit-ready Written Information Security Plan (WISP) to keep on file—with zero upfront cost and no obligation.
Request your baseline audit-
01
Non-disruptive software agent
Lightweight, non-disruptive deployment that observes activity across your computers and internet connection.
-
02
30-day evaluation
We quietly map your real-world posture against the controls regulators expect—no production impact, no surveillance of staff.
-
03
Security assessment & WISP
You keep a written, audit-ready Information Security Plan and a detailed risk assessment—even if we never work together again.
How an engagement runs
Whether the first deliverable is a compliance baseline, a private AI pilot, or a new system, the sequence stays the same: scoped, documented, and implemented for the firm you actually have.
Baseline or design
Map controls, content, and workflows before anything is installed or built.
Deploy & document
Production-ready systems with the written record your auditors, clients, and staff can use.
Operate or hand off
Stay on for managed protection and AI operations, or take a clean handoff. Your call.
Selected capabilities
A snapshot of how we implement change—compliance programs, private AI, and digital systems for firms that handle other people’s information.
Compliance
Audit-ready WISP in 30 days
Silent baseline collection, a written information security plan, and a hygiene assessment you keep regardless of what comes next.
Private AIFirm-tuned local assistant
A private model grounded in your policies, services, and files—useful internally without shipping client data to a public chatbot.
Web & appsSites and web apps
Marketing sites and authenticated web applications designed around how professional firms actually work.
Who we build for
Purpose-built for professional firms whose business is built on client trust—and for local businesses that want the same standard.
Accounting & CPA practices
FTC Safeguards and IRS Pub 4557 alignment to protect EFIN security, with private AI that never treats return data as public training material.
Legal & law offices
ABA Model Rule 1.6 data preservation, ransomware defense for case files, and assistants that stay inside the privilege boundary.
Title & escrow agencies
ALTA Best Practices, BEC and wire-fraud defense, and office-level traffic screening for high-value closing networks.
Auto dealerships
Dealers that finance or lease fall under the FTC Safeguards Rule—customer credit data, DMS access, and showroom networks need a real written program, not a checkbox.
Medical practices
HIPAA-conscious cybersecurity for clinics and private practices, plus local AI that keeps patient information on your side of the fence—not in a consumer chatbot.
Local businesses
Private AI tuned to your shop, websites and web apps that look like the business you run, and automation implemented without a Silicon Valley stack.
Why Vallis Solutions
A digital transformation partner that talks like a peer, not a vendor.
01
U.S.-based partnership
Domestic data handling, support, and accountability by design—built for American firms.
02
Right-sized programs
No bloated bundles. Security, AI, and custom systems implemented at your size, industry, and real-world budget.
03
Clear, accountable delivery
Plain-language reporting, defined SLAs, and a team you can reach when it matters—not a ticket black hole.
04
Privacy-first technology
Private AI and custom software are designed so client information does not leave an environment you control.
Common questions
Straight answers before you fill out a form.
What kind of firm is Vallis?
A digital transformation practice. We implement new technology for professional firms and local businesses—compliance-grade security, private AI, and custom digital systems—as one body of work. Many engagements begin with the 30-day baseline because you cannot put new systems on a weak foundation. That is a starting point, not the whole firm.
What does “private” or “local” AI actually mean?
It means the model and the documents it reads live in an environment you control—on a machine in the office or in a private cloud tenant—not in a consumer chatbot. We tune it on your services, policies, and approved files so it answers like your firm, not like the public internet.
Do you only work with CPA, legal, and title firms?
Those industries remain core. We also work with auto dealerships under the FTC Safeguards Rule, medical practices that need HIPAA-conscious security and private AI, and other local businesses that want a careful technical partner rather than an off-the-shelf agency.
What does the 30-day audit cost?
Nothing upfront, and there is no obligation to continue. You keep the written assessment and WISP either way. Ongoing protection, AI, or custom systems are scoped as part of the same conversation if you want to proceed.
Start a conversation
Tell us about the firm. Most conversations start with a 30-day baseline so we know the foundation. Private AI, automation, and custom systems are scoped as part of the same transformation work.