Services
Four services, documented at the engagement level.
Each service below states when it applies, what you receive, and where the boundaries are. We publish the boundaries deliberately — knowing what a firm will not do is more useful than another list of capabilities.
Service 01
AI Strategy & Readiness
Consulting for organizations deciding how — and whether — to bring AI into existing operations. The output is a decision document, not a technology pitch: what to do, in what order, at what cost, and what to leave alone.
01.1
AI Readiness Assessment
A structured review of your processes, data, systems, and staff capacity against realistic AI adoption.
When it applies
Leadership has decided AI matters but has competing internal proposals, unclear priorities, or a pilot that never reached production.
Deliverables
Process inventory with automation potential scored; data readiness findings by system; capability and tooling gap analysis; risk and compliance considerations; a prioritized roadmap with cost and effort estimates.
Boundaries
We will recommend against AI where a process fix, an integration, or a reporting change solves the problem more cheaply. That recommendation is part of the deliverable, not a failure of it.
01.2
Process Redesign for AI
Reworking how a business process runs so that AI has somewhere sensible to attach.
When it applies
A process is a strong automation candidate on paper, but its current form depends on undocumented judgment, scattered data, or informal handoffs that no system can act on.
Deliverables
Current-state and target-state process maps; decision points classified by whether they can be automated, assisted, or must remain human; data and integration requirements; a staged transition plan.
Boundaries
We redesign process to make automation viable. We do not use an AI program as cover for organizational restructuring; workforce decisions remain yours and are kept explicitly separate from our recommendations.
01.3
AI Governance & Policy
The internal rules for how your organization builds, buys, and operates AI systems.
When it applies
Staff are already using AI tools informally, procurement is being asked to evaluate AI vendors, or a regulator, insurer, auditor, or client has begun asking how AI is governed.
Deliverables
Acceptable-use policy; data classification and handling rules for AI systems; vendor and model evaluation criteria; human oversight and escalation requirements by risk tier; audit and record-keeping standards.
Boundaries
We write governance that operators can actually follow. We are not a law firm and do not issue legal opinions; where a question is legal rather than operational, we say so and work alongside your counsel.
Service 02
Custom AI Software & Tools
Applications built for a specific operational problem, on your data, inside your security boundary. Delivered as working software with source code, documentation, and evaluation results — not a demonstration.
02.1
Document Intelligence
Systems that read, classify, extract from, and compare large volumes of documents.
When it applies
Skilled staff spend material time reading contracts, submissions, filings, specifications, tenders, or case files to pull out a comparatively small set of facts.
Deliverables
Ingestion and processing pipeline; extraction schema agreed with your subject-matter experts; review interface with source citations for every extracted value; confidence scoring and exception queues; accuracy benchmark against a human-labeled sample.
Boundaries
Extraction is presented for review with links back to source text. We do not build systems that silently commit extracted values to a system of record without a human checkpoint on material fields.
02.2
Internal Knowledge Systems
Retrieval systems over your own institutional knowledge, with permissions honored and sources cited.
When it applies
Institutional knowledge is real but scattered across drives, wikis, ticketing systems, and long-tenured staff, and the cost of not finding it shows up as rework or inconsistent answers.
Deliverables
Connectors to your existing repositories; retrieval layer that respects source-system permissions per user; answer interface with citations; freshness and coverage monitoring; evaluation set drawn from real staff questions.
Boundaries
Permissions are inherited from source systems, never flattened for convenience. If a user cannot open the document, the system will not summarize it for them.
02.3
Decision-Support Tooling
Purpose-built internal applications that put analysis in front of the person making the call.
When it applies
A recurring decision — supplier selection, risk scoring, prioritization, eligibility review — is made from data that exists but has to be assembled by hand each time.
Deliverables
Application with role-based access; data integrations; analysis and scoring logic documented in plain language; full audit trail of inputs, outputs, and overrides; deployment into your environment.
Boundaries
These tools inform decisions; they do not make them. Where a decision carries legal, safety, or employment consequences, the system is built to require and record a human determination.
Service 03
AI Agent Integration
Agents that take action inside your systems, deployed against tasks where autonomy is genuinely warranted and constrained by scope, permission, and oversight design that is settled before anything ships.
03.1
Operational Agents
Agents that carry out multi-step internal work: research, drafting, reconciliation, and system updates.
When it applies
A task requires several steps across more than one system, follows a describable procedure, and currently consumes staff time disproportionate to its difficulty.
Deliverables
Agent with explicitly enumerated tools and permissions; approval checkpoints at defined actions; full execution logging; rollback procedures; monitoring and alerting; operator runbook.
Boundaries
Agents receive the narrowest credentials that let them do the job. Irreversible actions — payments, external communications, deletions, contractual commitments — require human approval by default.
03.2
Client-Facing Assistants
Assistants that interact with your clients, constituents, or the public under controlled conditions.
When it applies
Inbound volume is high, a meaningful share of it is answerable from documented sources, and slow first response is a real cost to service quality.
Deliverables
Assistant grounded strictly in approved content; escalation paths to named humans; conversation logging and review tooling; refusal and out-of-scope handling; pre-launch adversarial testing.
Boundaries
We do not deploy assistants that improvise on regulated matters — legal, medical, financial, eligibility, or safety. Those paths route to a person, and the assistant says so plainly.
03.3
Agent Oversight & Controls
The control plane around agents already running in your environment.
When it applies
Agents have been deployed — by us, another vendor, or an internal team — and the organization now needs assurance about what they can reach and what they have done.
Deliverables
Inventory of deployed agents and their effective permissions; centralized logging and retention; anomaly alerting; kill-switch and containment procedures; periodic review cadence.
Boundaries
Where we review another party's implementation, findings are reported factually. We will not certify a system we consider unsafe to operate, whoever built it.
Service 04
Workflow Automation
Automation of the recurring operational work that quietly consumes capacity. Built so that the ordinary path is unattended and the exceptions arrive somewhere a person can resolve them.
04.1
Intake, Triage & Routing
Classifying and directing inbound work — requests, tickets, applications, correspondence — without a manual queue.
When it applies
Inbound items arrive through several channels and someone spends part of every day sorting, tagging, and forwarding them to the right owner.
Deliverables
Channel integrations; classification and priority logic; routing rules aligned to your org structure; service-level tracking; exception queue for low-confidence items; throughput reporting.
Boundaries
Low-confidence classifications go to a person rather than a best guess. Routing thresholds are tunable by your operators without a change request to us.
04.2
Back-Office Process Automation
Reconciliation, data transfer, validation, and the recurring administrative cycles between systems.
When it applies
Two or more systems have to agree, and today they are reconciled by a person with a spreadsheet on a weekly or monthly cadence.
Deliverables
Scheduled or event-driven pipelines; validation rules and discrepancy detection; exception reporting with proposed resolutions; idempotent retry handling; run history and audit records.
Boundaries
Automations fail loudly. We build these to stop and notify on ambiguity rather than proceed on assumption, because a silent wrong write costs more than a delayed run.
04.3
Reporting & Compliance Cycles
Recurring reports and submissions assembled from source systems on a fixed schedule.
When it applies
Regular internal or regulatory reporting is assembled manually, under time pressure, from the same handful of sources every cycle.
Deliverables
Automated assembly from source systems; template and format control; variance detection against prior periods; review-and-sign-off step; retained evidence of each submission.
Boundaries
Reports that carry an attestation are prepared for signature, never submitted autonomously. The named human accountable for the filing stays in the loop.
Next Step
Not sure which of these you need?
Most engagements start with a readiness assessment precisely because the right answer is not obvious from the inside. Describe the situation and we will tell you where it belongs.
Scope an Engagement