SafeIdea
Status Report — January 2026
Advisor Update for Rob Pressman
Executive Summary
Company: SafeIdea LLC (Pennsylvania)
Stage: Pre-revenue, entering paid beta
Model: Self-funded / bootstrapped
Status: Beta SLAs out, onboarding Jan 2026
- Custom AI workflows (Skills) for legal professionals
- Safe cloud AI usage (Claude good/better/best tiers)
- Full office tool control: Word, PDFs, diagrams
- Patent-pending MaskIM protocol
Team & Advisors
Founders:
- CEO, Co-founder: Cartwright Reed (Product, BD, sales)
- CTO, Co-founder: Andy Richter (Engineering, infrastructure)
Advisors:
- Rob Pressman - Bramson & Pressman - IP strategy, SLA review
- Peter Nalle - Business advisor - Strategy, Agile intro
- John Gerber - Unlawyer Inc. - Startup legal, beta user
Upcoming: Q1 2026: E&O / Professional Liability insurance
What We're Building
Custom Workflows (Skills)
- Configurable AI per practice area
- Trademark, contract, licensing
- Users create and share
Safe Cloud AI
- Good/Better/Best Claude tiers
- MaskIM Protocol (patent-pending)
- Sensitive content stays local
Office Integration
- Word: generate, edit, review
- PDFs: create, fill, analyze
- Diagrams: auto-generate
Local AI (Roadmap)
- Integrated local LLM
- No cloud for routine work
- Reduced costs
Current Beta Pipeline
Total: 10-13 seats across 5 organizations
| Organization |
Contacts | Seats |
Focus | Status |
| -------------- |
----------| ------- |
-------| --------- |
| Wilftek LLC |
Fred Wilf + team | 4-5 |
Trademark | SLA sent |
| Agile Legal |
Reyner, Rebecca | 2+ |
Corporate | Jan 23 mtg |
| Upstream Partners |
Mark, Juhee | 2 |
IP strategy | SLA today |
| Unlawyer Inc. |
John Gerber | 1 |
Contracts | Confirmed |
| Individual |
Stephan M. | 1 |
TBD | Confirmed |
Growth Strategy
Phase 1: Validation (Jan-Feb 2026)
- Onboard 10-13 beta users
- Collect feedback & testimonials
- 70%+ recommend target
Phase 2: Expansion (Mar-Apr 2026)
- Beta users: 2-3 referrals each
- Advisors: 3-5 intros each
- Target: 15-25 new users
Phase 3: Visibility (Q2 2026)
- Website refresh
- LinkedIn presence
- Bar presentations
- CLE webinars
Financial Status
Monthly Burn: $1,000
- Infrastructure: ~$500
- Dev tools: ~$300
- Misc: ~$200
Upcoming Costs:
- E&O Insurance: $2-5K/yr (Q1 2026)
- Patent prosecution: $10-15K (Dec 2026)
Path to Profitability:
- Target: Cover burn via API surcharge by March
- Breakeven: 5-7 active users
- Q2 Target: $10K MRR, 30-40 users
Business Model
Beta Period (Jan-Feb):
- License: Free
- AI Usage: Cost + 18%
Post-Beta (Mar+):
- License: $249/seat/month
- AI Usage: Cost + 18%
Claude Tiers:
- Good (Haiku): Simple tasks - $
- Better (Sonnet): Standard work - $$
- Best (Opus): Complex analysis - $$$
Competitive Position
vs. CoCounsel, Harvey, Generic AI
| Capability |
SafeIdea | Competitors |
| ------------ |
----------| ------------- |
| Local-first (no cloud docs) |
✓ | ✗ |
| Custom skills/workflows |
✓ | Limited |
| Office tool integration |
✓ | Partial |
| Small firm accessible |
✓ | ✗ |
| Cost control (tiers) |
✓ | ✗ |
Milestones
January:
- Close SLAs
- Onboard 5 users
- Wilftek skills
February:
- 10+ users active
- Collect testimonials
- E&O research
March:
- Convert to paid
- Referral program
- Cover burn rate
Q2:
- Website live
- LinkedIn active
- Bar presentation
- $10K MRR
Asks for Rob
Five questions for discussion
- Referrals: 3-5 attorneys for SafeIdea?
- Skills: Which Wilftek workflows first?
- E&O: Insurance recommendations?
- Bar: Philly Bar / PA Bar Institute connections?
- Pricing: $249 + 18% feel right?
Contact:
Cartwright Reed
Founder & CEO
cart@safeidea.ai
www.safeidea.ai
Key Dates
- Dec 8, 2025: MaskIM patent filed
- Jan 8, 2026: Upstream confirmed
- Jan 23, 2026: Agile partner meeting
- Mar 1, 2026: Paid conversion target
- Dec 8, 2026: Patent deadline