01
Discovery & Roadmap
We review your systems and how clean your data is, talk to key staff, and hand you a written plan with phases, priorities, and a timeline.
01 / PRIVATE AIAI SYSTEMS · INTEGRATION · CHARLOTTE, NC
Private AI that already knows your business.
We connect your email, documents, CRM, and industry systems into one private assistant. It runs in your own servers or your own AWS account. Your data is never stored on our systems.
REPORTSAMPLE DATA
Q3 open matters summary
Sources stream into a private index. Answers cite what they came from.Illustrative animation · sample data
02 / THE PROBLEMWHERE YOUR ANSWERS LIVE
Your answers are scattered.
The contract is in email. The terms are in a PDF. The customer history is in the CRM. The numbers are in a spreadsheet someone saved twice.
- 01You want AI, but you can't paste client data into a public tool.
- 02Enterprise search is priced and staffed for much larger companies.
- 03So people keep hunting through folders, and answers take hours.
We bring it together inside your own walls, so one question can reach all of it.
03 / HOW IT WORKSSIX STEPS · SELECT ONE
Six steps from scattered to cited.
Select a step to see what happens and what it means for you.
STEP 01 / 06
Connect
Connectors pull from the systems you already use: email, Microsoft 365 or Google Drive, SharePoint, your CRM, your industry system, PDFs, scanned documents, and spreadsheets. They respect the permissions you already have.
- Email, shared drives, and SharePoint
- CRM and your industry system (DMS, practice management, EHR)
- PDFs, scans, and spreadsheets
WHY IT'S FASTER AND CHEAPER PER QUESTIONIllustrative
Send only what matters.
A model bills by the amount of text it reads. Sending whole documents means reading everything. Retrieval finds the few relevant passages first, so far fewer tokens go in, and fewer are billed.
Illustrative only. Bar lengths show the idea, not measured results. Real savings depend on your documents and questions.
04 / WHAT WE PROVIDESIX WAYS WE HELP
What we bring.
Six services. Most projects start with a Discovery & Roadmap or a workshop, and grow from there.
02
Private AI Assistant
An assistant connected to your email, documents, and CRM, deployed in your environment. Built phase by phase from the roadmap.
03
Data Cleanup & Unification
We clean, dedupe, classify, and merge messy sources into one source of truth, so every system and every answer agrees. Often the biggest part of the work.
04
Automation & AI Agent Workflows
We find slow manual processes, redesign them, and connect your systems so they run on their own.
05Optional
Support
Updates, monitoring, new connectors, and user help after go-live.
06
AI Workshops & Team Enablement
Hands-on training for your team. A good first step if people use ChatGPT today but not well.
You pay your own cloud and model-usage costs directly to the provider. We never mark them up or hold your infrastructure.
05 / EXAMPLESFIVE INDUSTRIES
See what a question returns.
Pick an industry. Watch a question get asked and answered, with citations back to the source.
Harper & Lane LLP
Question
ANSWERSAMPLE DATA
06 / INDUSTRIESSIX PAGES · FIND YOURS
Pick your industry.
Each page shows what private AI could do in an office like yours. Sample data, real mechanics.
01
Law firms
Search every matter by term and by meaning. Privileged files stay in-house.
02
Medical & dental
Faxes filed, prior-auth packets assembled, messages sorted. Needs a signed BAA.
03
Insurance brokerages
Calls and texts become a daily team report and a sentiment trend.
04
Car dealerships
Deal-jacket review, contracts in transit, and DMS and CRM cleanup.
05
Marketing agencies
Client reports drafted, assets searchable, proposals started from past work.
06
Financial & accounting
Meeting-prep packs, document tracking, and archive search with retention context.
07 / SECURITYDEPLOYMENT BOUNDARY
Your data stays yours.
Everything runs inside an environment you own: your servers or your own AWS account. I work from outside that boundary.
Your environment · your servers or your AWS account
- 01ConnectorsRead your email, files, CRM, and industry system with your permissions.
- 02Private indexVector and keyword search over your content.
- 03AssistantFinds the relevant passages and writes cited answers.
- 04Model endpointFor example, AWS Bedrock in your account, under no-training, zero-retention terms.
Boundary
OutsideConsultantI design, build, and support the system. Access is scoped, granted by you, and logged. Your data is never stored on my systems. Temporary copies only if your plan allows.
- 01Zero-retention model termsModels are used under no-training, no-retention terms, in your own cloud account.
- 02Permissions-awarePeople only get answers from files they could already open.
- 03Audit logs and rolesRole-based access, with a record of who asked what.
- 04BAAs for healthcareWhere HIPAA applies, models run under your own AWS BAA.
- 05You own the accountsWe never hold your infrastructure or mark up your cloud costs.
Built to support
Systems are designed to support your duties under HIPAA, the FTC Safeguards Rule, and ABA Formal Opinion 512. Your own counsel and compliance staff decide what your rules require.
08 / ROADMAPHOW A PROJECT RUNS
How a project comes together.
From first call to a system your team uses every day. Four steps, and you can stop after any of them.
0130 minutes
Intro call
Your goals, your systems, and where the time goes. No pitch deck.
02About 2 weeks
Discovery & Roadmap
We review your systems and data quality, interview key staff, and write an implementation plan with phases, priorities, and a timeline.
03Per the plan
Implementation
We build what the roadmap lays out: assistant, data cleanup, integrations, automations.
04Optional
Support
Updates, monitoring, new connectors, and user help after go-live.
You pay your own cloud and model-usage costs directly to AWS or your provider. We never mark them up or hold your infrastructure.
09 / WHO WE HELPSMALL AND MID-SIZE FIRMS
Built for firms with real data.
01
Marketing & creative agencies
Briefs, assets, and client threads live everywhere. Your team uses ChatGPT, but it doesn't know your clients.
02
Car dealerships
Sales, service, and F&I data sit in separate systems. Dealers that finance or lease fall under the FTC Safeguards Rule.
03
Small law firms
Privileged files can't go to a public tool. ABA Formal Opinion 512 sets the bar for lawyers' use of AI.
04
Financial advisors, accounting & insurance
Client records and compliance reporting take hours. The FTC Safeguards Rule applies, and SEC or FINRA rules may too.
05
Small medical & dental offices
Charts, payer portals, and paperwork never line up. HIPAA applies, and a BAA is required.
06
Other local businesses
Property management, construction and trades, logistics. Same problem: answers spread across inboxes and spreadsheets.
10 / FAQPLAIN ANSWERS
Questions we hear.
Your choice, and never stored with us. Most firms run it in their own cloud account (for example AWS) or on a server in their office. Teams that want the fastest start can use a business AI subscription that we set up and lock down properly. Either way, your data is not stored on our systems. A temporary working copy is made only if your project plan allows it, and it is deleted after the task ends, on the schedule in that plan. When we use AI coding tools to build connectors, they never see your live data. Compare the three options →
It depends on where you run it. In your own cloud, we use models served from your account (for example through AWS Bedrock), which AWS says are not used to train base models. On-site, open-weight models can run on your own hardware with nothing leaving the building. On a subscription, we pick a business plan whose terms exclude training on your data. We choose the model per task and can swap it later.
You pay your cloud and model usage directly to the provider, with no markup from us. Only the relevant passages go to the model, which keeps each question light. Your roadmap covers the running costs for your setup.
A review of your systems and the quality of your data, interviews with key staff, and a search for the weak points AI can fix. You get a written implementation plan: the phases, what each one delivers, and a timeline.
Yes. We connect to Outlook, SharePoint, OneDrive, Gmail, and Google Drive, plus CRMs and industry systems. Existing permissions carry over. We confirm each connector during Discovery & Roadmap.
It depends on how many systems you have and how clean your data is. Messy data is where most of the time goes. On one enterprise rollout, cleanup alone was the biggest part of the work. Your roadmap lays out a timeline before anything starts.
That's fine. Public chat tools don't know your files, and pasting client data into them is the risk. A private assistant answers from your own data. A workshop can also help your team get more from the tools they already use.
11 / CONTACTCHARLOTTE · MATTHEWS · HUNTERSVILLE
Let's find what's slowing you down.
Tell me where the time goes. I'll reply with next steps for a free intro call. I work with firms in the Charlotte area and remotely.
I'm a solo consultant with hands-on experience leading enterprise AI search and assistant rollouts. You work with me directly.
Email
[email protected]