Generic AI consultants ship the violation.
We ship the audit-clean work.

Licensed in your industry. Trained in the discipline AI tools need to be safe in regulated work.

Book a discovery call
What we bring to the work.
Years shipping production systems
SBA loans processed during PPP
U.S. patents drafted

Insurance. Law. Medicine.

Empty-handed by design. We arrive without a box of agents to sell you. We listen for the problem in the language you actually use: underwriting, practice, clinical workflow. Then we design the solution. The methodology comes from us. The problem comes from you.

Four stages. You decide between each.

The methodology

We work in four stages. Each has a deliverable, a duration, and an exit gate where you decide whether to continue.

Fixed-fee per stage. No hourly billing. No speculative work. You only pay for what you have approved.

Book a discovery call

A paid engagement that maps your workflows, identifies the 3 to 5 places automation will most improve your economics or capacity, and assesses the security baseline that conditions any AI deployment downstream.

Workflow map across your operational categories

Prioritized opportunity list with budgets and timelines

Security and compliance baseline assessment

Build, configure, or skip recommendation per opportunity

For each opportunity you choose to pursue, we design the specific solution and quote a firm price for implementation. This is where the build-versus-configure decision is made: does this require custom code, or is the right move to safely configure an existing tool you can already license?

Solution architecture per automation

Build-versus-configure recommendation with cost analysis

Firm fixed-fee Implement quote (no surprise change orders)

Decision gate: you approve each automation independently

Design cost rolled into Implement quote (no separate design bill)

We execute against the agreed design. Whether that means building a custom service for your prospect-qualification workflow or configuring an off-the-shelf tool inside your existing security perimeter, the deliverable is the working automation deployed into your environment.

The working automation, deployed and live

Documentation and access controls in place

Acceptance testing against the design spec

A retainer relationship where we maintain the existing automations, adapt them as your workflows evolve, and develop the next round as the relationship deepens. A separately-priced training package sits alongside the retainer.

Monthly retainer with defined scope

Async training curriculum your team can access on demand

Live sessions for firm-specific Q&A and CLE-eligible content

Three regulated industries.

Where we work

Insurance is where we work today. Law is in early engagements with select firms. Medicine opens only after we can demonstrate the HIPAA-grade architecture and HL7 readiness those engagements require. We focus on these three industries.

Live · Cyber-insurance brokerages
Insurance

Cyber-insurance specialty brokerages, 1 to 20 agents. The free readiness assessment shows where your prospects’ security posture stands against what carriers underwrite. The audit shows where to automate next.

Pilot · Solo to mid-size firms
Law

Small to mid-size firms, solo to 20 attorneys. We harden the security baseline first, then safely configure the AI tools your firm already wants to use. Custom builds come later, when the playbook supports them.

In development · Small specialty clinics
Medicine

Small specialty practices, 3 to 10 staff. Operational AI, not clinical. We will not engage a clinic until we can demonstrate the HIPAA-grade architecture and HL7 readiness your work requires. That is the point of waiting.

Workflows first. AI inside.

What we build

Every category we deliver starts as a workflow redesign. We map your current process, find the friction points where work breaks down, then design the workflow that removes the friction and lets you scale. The AI components fit inside the workflow. That is what makes them safe in regulated environments and built to scale.

1. 24/7 voice
and chat

Pulls intake load off your staff so they can focus on the work that pays. After-hours intake, overflow handling, structured handoffs with human escalation. Insurance: FNOL intake and renewal triage. Law: intake screening with conflict-check. Medicine: appointment booking and refill triage.

2. Document intake
and extraction

Removes the manual data-entry leg from your workflow. Structured data pulled from PDFs, forms, and email attachments. Verified. Routed. Insurance: broker submissions and loss runs. Law: contracts and discovery. Medicine: prior-auth forms and lab results.

3. Lead generation
and qualification

Top-of-funnel volume scales without proportional headcount. Qualify inbound by size, industry, and revenue against your actual appetite. Insurance: filter to carrier appetite. Law: conflict-check plus practice-area fit. Medicine: insurance verification before booking.

4. Internal
knowledge search

Junior staff find what they need without interrupting senior people. Firm-wide retrieval over your own documents, controls, and precedent. Built behind your security perimeter, not in someone else’s cloud. Insurance: binder library and carrier appetite memos. Law: precedent docs and internal policies. Medicine: SOPs and prior-auth criteria libraries.

1. 24/7 voice and chat

2. Document intake and extraction

3. Lead generation and qualification

4. Internal knowledge search

The audit decides which of these your firm needs first.

Start with a conversation.

Contact

Tell us about your firm: vertical, size, and what is either broken or blocking growth. We respond within 48 hours.

No pitch deck on the first call. We ask questions to understand the workflow, then propose what fits. If it does not fit, we will say so.