Services
One private system.
Workflows that fit your office.
Every engagement starts with a free privacy check and ends with something your staff actually uses. You own the hardware and the accounts.
Workflows we can set up
Pick the two that save the most time.
Intake & forms
New-client and patient forms read and summarized, missing fields flagged, ready for staff.
Letters & replies
Drafts for routine letters, emails and follow-ups in your office's tone. Staff review and send.
Office handbook Q&A
Staff ask questions in plain English and get answers from your own policies, with the source shown.
Call & meeting notes
Recordings transcribed and summarized on the machine, with action items listed.
Document search
Find the right file, clause or note across years of PDFs without uploading them anywhere.
Follow-up lists
Open items, unanswered requests and pending quotes gathered into one daily list.
How a setup runs
About two to three weeks, start to finish.
Timing depends on your documents and how many staff need training. You'll get a written scope and fixed price before anything starts.
- 1
Privacy check — free
We look at how AI is used in your office now and what data is sensitive.
- 2
Scope & hardware quote
Two workflows chosen, hardware recommended and priced at cost.
- 3
Install & load
I set up and secure the machine on-site, then load your approved documents.
- 4
Test with your examples
Normal cases and tricky ones, checked with staff before daily use.
- 5
Train & hand over
Staff training, a written data policy, and a one-page how-to.
Pricing
What it costs.
Privacy check
- Current AI use reviewed
- Risks named in plain English
- One-page summary
Private AI setup
- Machine installed and secured
- Your documents loaded
- Two workflows built and tested
- Staff training + data policy
Care plan
- Model and security updates
- New documents added
- One new workflow per quarter
Extra workflows and team training sessions are quoted separately. Prices in USD.
Not a regulated office?
Follow-up help for any local business.
Trades, shops and service businesses can still start with one workflow — missed inquiries, quote follow-up or admin sorting — using the tools you already have. Mention it in your email and we'll scope it the same way.