Document intake, routine office work and the follow-up nobody gets to, handled by AI with a person checking the output. Measured on time saved, not on the demo.
What I set up
Document intake, reviewed by a person
Applications, invoices, forms and email attachments read, sorted and entered, with a person approving the output before anything goes out.
Routine office work
The weekly reports, the reminders, the status updates and the reconciliations that eat an afternoon, done before you sit down.
AI setup and training for your staff
The tools your office already pays for, configured properly, and a short session so people know what to paste in and what to keep out.
An AI use policy for your office
A written policy your staff can follow and your insurer can read, with the data settings checked before anyone pastes client data into a tool.
How it runs
Start with one process, the one that costs you the most hours.
A person reviews every output until the work has earned trust.
Measured on time saved and errors caught, not on the demo.
Expanded one process at a time, with the policy and the data controls kept current.
Is this for you?
A good fit
- Professional offices drowning in intake: CPA, insurance, title, law.
- Operations teams with a backlog of routine paperwork.
- Owners who want AI doing real work, with a person accountable for the result.
Not a fit
- A marketing website. The boutiques in town do that well.
- A procurement-driven RFP. I work directly with the owner or the operator.
- Software carrying heavy healthcare or banking compliance. I am not taking that on yet.
What stays yours
- No AI training on your data, by me or by the tools I set up.
- Your documents stay in your own accounts. I do not move them into mine.
- Every automated step has a person who can stop it.
In 30 minutes I will look at how your staff use AI tools today and point at the one process worth automating first. No contract.