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For Tax Advisors, Law Firms, and Financial Consultants

Less busywork.
More time for clients.

AI solutions that automate your document workflows — GDPR-compliant, hosted on EU servers, without putting client data at risk.

Book a Free Consultation
CISSP Certified Data Stays in the EU Open Source on GitHub
The Problem

What I keep hearing from firms across Germany:

Solutions

Three tools for three specific problems. All GDPR-compliant. All auditable. All deployable in your environment.

Secure Invoice Processor

Process invoices without exposing client data

  • AI reads invoices, extracts amounts, vendors, and tax IDs automatically
  • Personal data is redacted before any processing step
  • Structured output pushed directly to DATEV or your accounting system
Data Stays in the EU Open Source on GitHub

Secure Contract Copilot

Review contracts in minutes — not hours

  • AI analyzes contracts for risks, deadlines, and missing clauses
  • Client data is masked locally before the AI processes it
  • You stay in control — AI suggests, you decide
Data Stays in the EU Open Source on GitHub

Secure Knowledge Base Assistant

Firm knowledge on demand — right inside Teams

  • AI assistant that answers questions from your own documents
  • Connects to SharePoint and OneDrive — uses what you already have
  • New hires find answers in seconds, not weeks
Microsoft Teams Integration Azure EU Region
How It Works
1

Initial Consultation

30 minutes, free. I listen, ask questions, and assess where AI makes the biggest difference for your firm — and where it doesn't.

2

Implementation

I build the solution inside your environment. Your data never leaves the EU. No long-term contracts, no hidden costs.

3

Ongoing Support

After go-live, I stay on board. Updates, adjustments, and support — for as long as you need it.

About
Jose Lugo

Jose Lugo, CISSP

AI Security Consultant

  • CISSP certified — one of the most recognized security certifications worldwide
  • 12 years protecting sensitive data in high-security environments
  • Specialized in GDPR-compliant AI for regulated industries in Germany
  • All solutions open-source and auditable on GitHub

I'm American, based in Germany, and I build AI systems for businesses that treat data protection as a requirement — not a roadblock. My background is in protecting sensitive data in environments where mistakes weren't an option. Today I bring that same rigor to AI solutions for tax advisors, law firms, and financial consultants. I don't just consult — I build.

Data Sovereignty

Your data stays in the EU. Period.

Data stays in Azure EU regions
No US transfers
PII redaction before any AI processing
GDPR-compliant by design
Source code open on GitHub

Ready for GDPR-compliant AI?

Book a free 30-minute consultation. No sales pressure — just answers.

jose@joselugo.de  ·  LinkedIn  ·  GitHub