Put AI to work on the paperwork, with rules in place.
We find the work your staff repeat every day, build the automation that takes it off their plate, and secure it before it goes live. We work with you to find the right tool for the job, then lock it down. We resell nothing and take no platform commissions.
AI is already in your office. The policy is not.
Staff are pasting client emails, contracts, and records into whatever chatbot they found on their own. More than half of insurance agencies and medical groups have no written rule about which tools are allowed or what data can go into them.
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Client data leaves without anyone deciding it should
Free and personal AI accounts can keep what is typed into them. Nobody at the firm knows which client files have already gone out.
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The time savings stay small and scattered
One person drafts emails faster. The process that eats a full day every week stays exactly where it was, because nobody owns fixing it.
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Clients are starting to ask
Some client security questionnaires now ask how your firm uses AI, and some insurers have started asking too. "We trust our people" is not an answer you can document.
Medical groups with no AI governance or policy in place. Another 22% are still writing one.
Source: MGMA Stat poll, Medical Group Management Association (January 2026).
Independent insurance agencies with no written AI use policy.
Source: Big I Agents Council for Technology survey, Independent Insurance Agents and Brokers of America (February 2026).
Automations for the work your staff repeat.
These are examples of the kind of builds we scope and deliver. Your first one comes out of the Blueprint, written as a spec your IT provider or RSG Logic can build.
Certificate of insurance requests
For insurance agencies. A request comes in by email, the automation pulls the policy details and drafts the certificate.
- Today
- An account manager retypes the same details for every request.
- Human check
- The account manager approves every certificate before it goes out.
Conflict check and client intake
For law firms. The intake form feeds a conflict search against your matters and drafts the engagement letter.
- Today
- Staff copy names between the intake form, the matter list, and a letter template.
- Human check
- An attorney clears every possible conflict. The automation only flags.
Intake to records
For behavioral health practices. New-client intake and insurance details land in your practice system, with missing fields flagged.
- Today
- Front desk staff key in paper or PDF intake forms by hand.
- Human check
- Staff confirm each record. Only tools covered by a business associate agreement (BAA) touch patient data.
Proposal and RFP assembly
For engineering firms. The automation reads the request for proposal (RFP), pulls matching project write-ups, resumes, and standard language from your library, and builds a first draft.
- Today
- A project manager spends days hunting for past write-ups.
- Human check
- The project manager edits and signs off. Nothing is submitted automatically.
Report generation
For any firm. Data from your spreadsheets and systems becomes a formatted client or management report.
- Today
- Someone spends a day each cycle copying numbers into a template.
- Human check
- The goal is a draft you review in minutes. A person still reads it before it is sent.
Something else eats your week?
If one process eats your team's week, the Blueprint finds it, sizes it, and ends with a written spec for building it.
See the BlueprintWe find what fits the job.
We start with your requirements, then work with you to find the right tool: ChatGPT, Claude, Gemini, Copilot, n8n, Power Automate, or a custom build. We weigh the job, the data involved, and the tools you already pay for. Often the answer is a feature you already have, set up properly.
We resell nothing and take no platform commissions, so the recommendation is about your firm, not our margin. We configure AI tools so client data is not used for model training wherever the tool allows it, and we document each tool's data handling and why it was chosen, so your IT provider is never guessing.
The security floor, in every tier.
Every Operator Program tier includes the same security floor, and every automation we build is held to it.
AI acceptable use policy
A written policy that says which tools are approved and what data can go into them. Every automation has a place in it.
A short policy your staff sign.
Permission check on every automation
The automation gets access to exactly what it needs and nothing more. AI tools that search your files get reviewed for oversharing first, so they cannot surface a folder someone should never have seen.
A written list of what each automation can see and change.
Safe handling of automation logins
Every automation runs under its own account, with logins kept in a password vault or secrets store, never in a shared spreadsheet or a script. Multi-factor authentication (MFA) wherever the system supports it.
Logins stored safely, in accounts your firm owns.
Human review for clients, money, and commitments
Anything that touches clients, money, or commitments waits for a named person to approve it. The automation drafts, flags, and prepares. A person decides.
A named reviewer for every step that leaves the building.
Logging
Each run leaves a record: what came in, what the automation did, and who approved it.
A trail you can show an insurer, an auditor, or a client.
Quarterly drift check
Each quarter we compare what is running against what was approved: permissions, logins, settings, and the records, so nothing quietly changes.
A short note on what changed and what we fixed.
Rules your staff can actually follow.
An AI acceptable use policy written for your firm, not a 30-page template. It is short enough to read and specific enough to answer the questions staff really have.
What the policy covers
- Which AI tools are approved, and on which accounts
- What client and firm data can and cannot go into them
- When AI output needs a person to check it before use
- How staff request a new tool
- What to do if something goes into the wrong tool
How staff learn it
- A customized AI acceptable use policy, ready to sign
- A 20-minute recorded staff training on using AI safely
- A staff training refresh each year on a 12-month Operator Program term
Plan it first. Then build it.
AI work goes through the same two steps as everything else we do. The Blueprint finds the right first automation. The Operator Program builds it, secures it, and keeps going.
The 21-Day Do More With Less Blueprint
- Where AI and automation save the most time at your firm
- A specification for your first automation
- A customized AI acceptable use policy, ready to sign
The Operator Program
- At least one small automation per quarter on Core
- One mid-size automation project per quarter on Growth
- Two automation projects per quarter, or one major build on Partner
What firms ask about AI.
Which AI tools do you use?
We find what fits the job. We start with your requirements and the tools you already pay for, then work with you to choose: ChatGPT, Claude, Gemini, Copilot, n8n, Power Automate, or a custom build. We resell nothing and take no platform commissions, so there is no reason for us to push one vendor over another.
Do you replace our IT company?
No. We work alongside the IT provider you already have. They keep the help desk, devices, and day-to-day support. We build and secure the automations, and we document them so your IT provider can see exactly what is running and why.
Who owns what you build?
Your firm owns its accounts, automations, and documentation, and keeps them if you leave. We keep our own reusable templates and methods.
What happens to our client data?
We start by deciding what data an automation actually needs, and we keep the rest out of it. We configure AI tools so client data is not used for model training wherever the tool allows it, and we document each tool's data handling. We limit what each automation can see, and anything with patient health information stays in tools covered by a business associate agreement (BAA). The AI acceptable use policy tells your staff the same rules in plain words.
Will an automation send things to clients on its own?
Not unless you decide it should, and not for anything that touches clients, money, or commitments. Those steps wait for a named person to approve them. That is part of the security floor every build has to meet.
What does it cost?
Start with the Blueprint: $4,500 for firms up to 50 employees, $7,500 for 51 to 150. Builds after that happen inside the Operator Program, which starts at $4,000 a month and includes at least one small automation per quarter.
AI and automation
Find the one process worth automating first.
A 30-minute call. Tell us where your team loses the most time and which AI tools they already use. You leave knowing what we would build first, and how we would keep it safe.