Everything between the idea and the result.
Six services, usually combined. Most engagements start with an assessment and settle into an ongoing advisory relationship. The middle is where the software gets built.
AI Readiness & Strategy
Before anyone writes code, we find out what's actually worth doing. Fixed scope, fixed price, and you keep everything even if you never hire us again.
Start with an assessment →- 01Workflow & systems map
We shadow your dispatchers, intake staff, clinicians, or estimators and document how work really moves, including the workarounds nobody wrote down.
- 02Data readiness audit
What data exists, where it lives, how clean it is, and what can legally be used. Most AI failures start here, so we start here.
- 03Ranked opportunity map
Every candidate use case scored on return, risk, effort, and readiness. The top three usually aren't the ones you expected.
- 0490-day roadmap & no-go list
What to build first, what to buy, and what to leave alone. Written for your leadership team, not for engineers.
- 05Executive working session
A half-day with your leadership to make the decisions, not just hear the findings.
Solution Architecture
The design decisions that determine whether a system still works in year two: which models, where the data lives, how it's secured, how it fails safely.
Discuss an architecture review →- 01Model selection & evaluation
Hosted frontier models, open-weight models, or a mix. Chosen on your accuracy, latency, cost, and data-residency needs, and benchmarked on your real documents before anything is committed.
- 02Build vs. buy
An honest comparison of off-the-shelf tools against custom builds, including the hidden costs on both sides. We have no products to sell you.
- 03Data & integration design
How information flows between your systems and the AI layer, with clear ownership and no silent copies of sensitive data.
- 04Security & compliance design
Threat model, access model, encryption, logging, and HIPAA controls where applicable. Documented so your auditors can read it.
- 05Failure modes & guardrails
What happens when the model is wrong, when the vendor is down, when the input is garbage. Designed up front, not discovered in production.
Custom AI Software
Production software built on your data and integrated into your systems. Tested against reality, not demos. Delivered into your repositories.
Scope a build →- 01Document intelligence
Extract, classify, and verify information from estimates, invoices, intake forms, insurance paperwork, charts, and photo sets. With confidence scores and human review where it matters.
- 02Voice & call intake
After-hours and overflow call handling that triages, books, and escalates. Built with your scripts, your rules, and a clean handoff to humans.
- 03Copilots for the field
Assistants that answer technician or caregiver questions from your manuals, SOPs, and service history. On a phone, in the truck, by voice.
- 04Predictive models
Equipment failure, claim denial, no-show risk, churn on maintenance agreements. Classical machine learning when it's the right tool, which is more often than people think.
- 05Agents with guardrails
Multi-step workflows that act across your systems, with approvals, spend limits, and full logging where the stakes require it.
- 06Internal tools & portals
The screens your team needs to review, approve, and correct what the AI produces. Small, fast, and designed around the actual job.
Integration & Implementation
AI that lives inside the tools your team already opens every morning. We do the unglamorous integration work that makes that possible.
Tell us what you run →- 01Field service & dispatch platforms
Jobs, technicians, schedules, pricebooks, and customer history, read and written back through supported APIs.
- 02CRM & marketing systems
Leads, pipelines, and communications, so AI-generated follow-ups and insights land where your sales team already works.
- 03EHR, EVV & home-health platforms
Secure, HIPAA-aligned integrations with electronic health record and visit-verification systems through supported APIs and HL7 / FHIR interfaces.
- 04Accounting & billing
Invoices, claims, payments, and reconciliation, with every AI-generated entry traceable to its source.
- 05Telephony & messaging
Phone systems, SMS, and email, so intake and follow-up can happen on the channels your customers actually use.
- 06Legacy systems
Databases with no API, spreadsheets that run the business, PDFs that arrive by fax. We've seen it. We integrate with it.
Ongoing Advisory & Support
The service we built the company around. After launch, we stay as your AI team: monitoring, improving, and advising, on a monthly retainer sized to what we're running for you.
Talk about a partnership →- 01Monitoring & evaluation
Automated evals against real outcomes, drift detection, cost and latency tracking. You see a monthly scorecard; we see the alerts.
- 02Maintenance & updates
Model upgrades, vendor changes, prompt and pipeline tuning, integration fixes when a platform changes its API. Handled before you notice.
- 03Monthly advisory review
A standing session with your leadership: what's working, what's next, what changed in the AI landscape that matters to you. And what doesn't.
- 04Opportunity scouting
As your business and the technology change, we keep the roadmap current and bring you the next two or three things worth doing.
- 05Team enablement
Training for staff, office hours for your IT team, and a written AI usage policy that evolves with the work.
- 06Fractional AI leadership
A seat at the table when a vendor pitches you, when a board member asks about AI, or when a decision needs someone who knows your systems.
Compliance & Governance
For healthcare, home health, insurance, and anyone handling sensitive data. Compliance designed in from the first diagram, not bolted on before the audit.
Talk about compliance →- 01HIPAA-compliant architecture
PHI confined to controlled environments, encryption in transit and at rest, and model providers used only under BAA or deployed privately.
- 02BAAs & sub-processor review
We work under Business Associate Agreements and vet every vendor in the chain. If they won't sign, they're not in the design.
- 03Audit logging & access control
Every AI read and write logged with identity and timestamp. Role-based access, scoped credentials, least privilege by default.
- 04AI usage policy
A written, plain-English policy for your staff: what tools are approved, what data may be used, who is accountable.
- 05Risk assessment & documentation
Security risk analysis for the AI components, documented so it slots into your existing compliance program.
- 06Incident playbooks
What to do, who to call, and what to log when something goes wrong. Rehearsed, not improvised.
- Shared responsibility · We document exactly where our obligations end and yours begin, and we'll never claim a certification we don't hold.
AI Readiness Assessment
For leaders who want a clear, independent answer before committing budget.
- Fixed price, agreed up front
- Ranked roadmap and no-go list
- Everything is yours to keep
Design & Build
For businesses ready to ship a specific solution into production.
- Scoped after the assessment
- Delivered in increments
- Integrated and tested on real data
- Training included
Ongoing Advisory
For companies that want AI to keep working and keep improving, with a team that knows their systems.
- Monitoring and evaluation
- Monthly advisory review
- Updates and retraining
- Fractional AI leadership
Not sure which one? Neither are most.
Start with a conversation. We'll tell you whether an assessment makes sense, or whether the answer is simpler than that.