Use AI to save time without leaking your client data.
Your team is probably already pasting work into ChatGPT. We help you do it safely, then put AI to work on the tasks that eat everyone’s day.
Prefer texting? Text the same number — most of our clients do.
The risk most offices don’t see yet
Tools like Microsoft Copilot can see everything a person has access to. If your shared files are wide open, AI will happily surface payroll, client records or HR notes to anyone who asks.
Free AI tools are another leak. What gets pasted into a personal account isn’t protected the way business plans are.
What we fix first
- Who can see which files
- Which AI tools are approved
- What never goes into AI
- Business accounts instead of personal ones
How we help
AI Readiness Assessment
We check who can see what in your Microsoft 365 or Google Workspace, write a one-page AI use policy, and train your team in about an hour.
AI tool setup
Microsoft Copilot or ChatGPT Business licensed, locked down and set up, so your team uses the business versions instead of personal accounts.
Automations built for you
We automate the repetitive work: intake forms, invoice processing, file naming, reports. Fixed price per automation.
Managed AI
We keep your automations running, fix them when software changes, and look for the next thing to automate.
What it looks like in real businesses
Law and professional offices
A new client intake form creates the client folder and a checklist automatically.
Accounting and insurance
Client documents arrive, get sorted, renamed and filed without anyone touching them.
Contractors and trades
Field crews submit equipment requests or job photos from their phones, and the office gets notified.
Clinics
Routine patient questions and forms routed to the right person, with sensitive data kept off public AI tools.
Questions
Is ChatGPT safe for client information?
Business plans are built for it and personal accounts are not. The setup and settings matter, which is why we start with the assessment.
We’re too small for AI.
Small offices get the most out of it. Saving one person three hours a week matters more at five people than at five hundred.
Do we have to buy Copilot?
No. Sometimes the better answer is a simple automation or the tools you already pay for. We recommend what fits.
Start with the basics
The free IT consultation includes a quick look at how your team is using AI and where your data is exposed.
Prefer texting? Text the same number — most of our clients do.
Before you go: get a free IT consultation
30 minutes, onsite or remote. You get a one-page list of what’s fine, what’s at risk, and what to fix first. No charge, no hard sell.
Prefer texting? Text the same number.