Map one workflow in 20 minutes

Bring us one workflow your team hates doing.

In 20 minutes, we map where the work enters, what AI could prepare, and where human review must stay. No payment and no commitment. If the workflow is not a fit, we tell you directly.

  • Free, 20 minutes — nothing to pay or sign to book
  • Tailored to the work your team actually does
  • A straight answer on fit, not a sales pitch
Start here

Tell us the workflow, then pick a time.

Booking a fit call is free and is not a contract or commitment to purchase. No implementation is ever proposed or sold until the scope is agreed in writing.

How it works

A free call first. A paid deliverable only if it makes sense.

Start with a free 20-minute fit call. We confirm your workflows are something governed AI can genuinely help with, and you get straight answers, not a pitch.

If it is a fit, the next step is the AI Opportunity Assessment, a paid engagement scoped to your business. It maps your workflows, surfaces your compliance exposure, and delivers a written scope with a fixed implementation price, a document you keep whether or not you build. If the assessment does not uncover value worth the fee, we say so in writing.

No implementation is proposed or sold until the scope is agreed in writing. That's not a policy we offer, it's a constraint we build the engagement around.

If you move to the Assessment, you get
  • Back-office workflow audit, what your team does daily, mapped and documented
  • AI opportunity map, where AI can do the work safely, where it can't
  • Compliance exposure review, TCPA, HIPAA, SEC, E&O as applicable to your business
  • Written scope document with a fixed implementation price
  • ROI model, hours reclaimed, loaded labor cost, realistic timeline
  • Your call on what happens next, no pressure to proceed
Governance gap [S-IAPP25]
of organizations are actively building or refining AI governance programs, most don't have one yet
Project abandonment [S-Gartner24]
30% of GenAI projects abandoned after proof of concept, most due to inadequate risk controls, not capability failures
Oversight expectation [S-COPC25]
of consumers want to know when they're interacting with AI, disclosure built into the workflow, not added after

Statistics are third-party research citations, not client results. [S-IAPP25] IAPP AI Governance Profession Report 2025. [S-Gartner24] Gartner press release, July 2024. [S-COPC25] COPC CX Management Standard 2025. Not a guarantee of any outcome.

The process

What happens after you submit.

01

Your free 20-minute fit call.

We confirm your workflows are a fit, answer your questions, and explain exactly how a governed build would work in your business. No payment, no commitment. If it is not a fit, we tell you directly.

02

If it is a fit, we scope the Assessment.

The paid Assessment maps your current back-office workflows, identifies where AI can safely take on the work, reviews your compliance exposure, and builds the written scope. Pricing and timeline are confirmed in writing first. Typically delivered within 2-3 weeks of kickoff.

03

You receive the deliverable.

A written document: workflow map, AI opportunity analysis, compliance exposure summary, and a fixed-price implementation proposal. You keep it regardless of what you decide next.

04

You decide what happens next.

We walk through the findings together. If an implementation makes sense, you have a fixed price in writing. If it doesn't, you still have the map. No pressure, the deliverable stands on its own.

Right fit

We are built for a specific kind of business.

This is for you if you are…

  • An insurance agency, RIA/wealth advisory firm, or medical billing / RCM operation
  • Running repetitive back-office work that your licensed staff shouldn't be spending their time on
  • Interested in AI but personally on the hook for compliance, and unwilling to deploy a black-box
  • Open to a paid Assessment for clarity before committing to a build
  • Looking for a governed implementation with a real audit trail, not an AI chatbot

This is not the right fit if you…

  • Are looking for lead generation, marketing automation, or a customer-facing chatbot
  • Want AI to operate without human oversight or an audit trail
  • Are outside insurance, advisory, or healthcare billing, we stay in the lanes where we know the regulatory landscape