Make processes consistent.Reduce exceptions.Move faster with AI.

You and I start with a short discovery call, then I deliver a written plan: target workflows, success criteria, data sources, integration points, security requirements, and a phased delivery roadmap. The consultation and initial discovery are free.

The consultation and initial discovery are free, with no obligation. After scoping, you receive a fixed written proposal, so the price is known before you commit to anything. I don’t publish rates because scope varies widely between projects, but there is no cost to finding out what yours would be. The scoped assessment page describes the first paid step and what it delivers.

Most pilot engagements run 8–10 weeks from discovery to a working system on one workflow, in your environment. Larger integrations are delivered in phases, with working software at each milestone rather than a single big handoff.

I work exclusively with US-based companies. This keeps contracting, data residency, and compliance requirements straightforward for both sides.

I define a test set of real questions from your team, measure answer quality against your source-of-truth, and iterate. The system is designed to cite sources when possible and to say it doesn’t know when the documentation doesn’t support a confident answer.

You can choose a full handoff with documentation and training, or a monthly support agreement that covers monitoring review, content updates and reindexing, model-upgrade evaluation and a backlog of small improvements. Support runs in Eastern business hours, Monday to Friday, with written response targets by severity: a critical issue is acknowledged within four business hours and worked the same day, a major one within one business day. There is no 24/7 or weekend coverage, and I don’t offer it. Planned absences are announced at least two weeks ahead, and because your team holds the infrastructure, accounts and credentials from day one, the system keeps running without me. If I am unexpectedly unavailable, your team already holds every credential and runbook, so nothing depends on my access.

Work is delivered in clearly defined stages with review checkpoints. If the solution isn’t meeting the agreed success criteria, you can pause or stop after any milestone with no lock-in.

Try it first; the assessment does. The assistants bundled with office and document platforms answer from the content you already store there, with your existing permissions, and for routine lookups that may be enough. Where they tend to fall short is where this practice works: finding the one authoritative table among near-duplicate documents, citations a reviewer can check against a source of record, a measured answer to how often the tool declines when it should, superseded versions, documents and logs that stay in your environment, and extracted data routed into your systems. A scoped assessment runs the tool you already own against the same question set as any build, so “configure what you have” is a real outcome and you don’t pay for custom work the tool already does.

Most text-based content works: handbooks, SOPs, product manuals, policies, FAQs, training materials, and knowledge base articles. PDFs, Word docs, wikis, and structured databases can all be processed. Scanned PDFs, forms, invoices and receipts can be handled with an AI extraction step (see the OCR benchmark). Knowledge that lives in diagrams, video or people’s heads is harder, and I’ll say so during discovery.

Common integrations include help desk platforms (Zendesk, Intercom), chat tools (Slack, Teams), document stores (SharePoint, Confluence, Google Drive), and CRMs. Integration scope is defined during discovery based on your existing stack.

Access is least-privilege and role-based where possible, and the system can log activity for review (what was asked, what sources were used, and what was returned). Security requirements are defined during scoping and reflected in the deployment plan.

Not unless you choose that option. In most cases I recommend deploying models on infrastructure you control, so documents never leave your environment.

Not for anyone else. Your documents, questions and logs are used only to build and evaluate your own system. When fine-tuning is worth doing, it runs in your environment or your own cloud account, and the resulting adapter weights are yours alone; I keep the method, not your weights or your data. If you choose a managed API, I use the provider’s settings or agreements that exclude your data from training where they are offered, and the proposal lists exactly what is sent to whom.

Yes. Professional liability (errors and omissions), cyber liability, and general liability coverage is bound before any engagement starts. A certificate of insurance is available on request.

Minor updates are usually handled by reindexing during scheduled maintenance. Significant policy or process changes may require prompt/rule updates or a new evaluation pass. I can provide ongoing updates/maintenance if needed.

You own your documents and the solution artifacts delivered for your environment. If we use third-party services or base models, their licenses and terms are documented so ownership and reuse rights are unambiguous.

I do the work myself; there is no team behind the name and no handoff to someone else partway through. Every milestone ends with written documentation, you own the deliverables built for your environment, and the system is built on documented, widely used components that your IT team or another contractor can take over. You can also pause or stop after any milestone.

Yes. A business associate agreement (BAA) is put in place before any PHI is shared. The usual design keeps PHI inside your environment, with open-weight models running on your own infrastructure, and what is logged and who can see it is agreed in writing during scoping.

Yes. Send it with the consultation request or after the first call. Most of the answers concern where data is processed (inside your environment by default), who has access (least privilege, under your controls), and what is logged.

One workflow, with a baseline measured before the build and a success criterion agreed up front. The system runs where your team already works, is evaluated on real questions from your team, and is handed over with documentation. Pilots typically run 8–10 weeks and end with a working system and an acceptance evaluation; that is not yet production. Production hardening is scoped separately once the pilot result is in: monitoring and alerting, backup and a tested recovery procedure, access review, operating runbooks, a peak-load check, and any automation graduated by category on evidence. The usual reasons a calendar stretches are named at scoping: document access, reviewer availability and IT change windows.

Yes, yours or mine, before any documents are shared. Nothing from an engagement appears on this site without written permission, and client names are not published.

I don’t publish client names. The benchmarks and the engagement rehearsal show the method and the measured results in full; a small number of design-partner engagements, where the client agrees up front that the results can be published, is how client references happen.