Defensible AI Agents, deployed in the stack you already trust.
Two steps, one standard. First we assess your AI risk under attorney work product. Then we deploy secure agents — built to protect what's confidential, private, or privileged in your work, from client confidences to patient records to children's information, inside the Microsoft and Google systems you already run.
We never build before we assess.
AI risk is a legal question before it's a technical one. So the order is the product: understand the exposure under privilege, then implement against it. Each step can stand alone — most clients take both.
AI Risk Assessments & Audits
Before a single tool ships, we map where AI exposes you: client and patient data, trade secrets and IP, privilege, vendor terms, and the regulatory surface specific to your industry. Because the assessment runs through our law firm, the candid findings — the parts you'd never want in a vendor's CRM — stay protected.
Implementation, Agents & Tools
Then we build. Agents, automations, and workflows engineered to be secure and legally defensible from the start — not retrofitted for compliance after launch. Everything runs on the stack you already pay for, with your data staying in your tenant and an audit trail on by default.
Begin with a scoping conversation →Pick four. That's your Core Stack.
We don't sell you software you have to learn. We build agents that do the work — on the Microsoft or Google tools you already run, on a protected, compliant tier wherever confidential or privileged data is involved. Start with any four; grow from there.
Client Intake
Captures new clients, qualifies them, and routes the details where they belong — without the back-and-forth.
Customer Service
Answers the routine questions instantly and hands off the rest, so no one waits on hold.
Scheduling
Books, reschedules, and confirms appointments so your calendar runs itself.
Executive Assistant
Handles the email, reminders, and follow-ups that quietly eat your day.
Chief of Staff
Keeps projects, people, and priorities moving — your operational right hand.
Case Management
Tracks matters and cases end to end, so nothing slips between stages.
Payroll
Runs payroll cycles and keeps the records clean and on time.
Budgeting
Tracks spend against plan and flags what's drifting before it adds up.
BillAgent
Captures billable time in 15-minute increments with an attorney-review gate before anything posts.
Compliance
Watches the rules that apply to you and keeps your documentation audit-ready.
Risk Management
Monitors operational risk across your day-to-day and surfaces issues early. (The privileged legal risk assessment stays with the affiliated law firm.)
Content Creation
Drafts on-brand content in your voice, ready for your review.
Social Media Management
Plans, schedules, and keeps your channels active and consistent.
Digital Marketing
Runs the campaigns and watches what's actually working.
E-Commerce
Keeps your storefront, listings, and orders moving without the manual grind.
FAQ Chatbox
IncludedYour trained, always-on FAQ assistant — included with every engagement.
Two firms, so you get candor and execution.
Where the risk lives
The assessment is legal work. Routing it through the law firm means the hard questions — what your data really exposes, where you're out of compliance — are protected as attorney work product, not discoverable artifacts.
Where the build lives
Implementation is execution. The consulting practice ships the agents and tools, on your existing systems, built to the standard the assessment set — so what gets deployed is defensible, not just functional.
You get candor where you need protection, and execution where you need results — without asking one firm to play both roles.
We make the stack you already trust do more — safely.
You don't need another platform to learn, license, and secure. We build inside Microsoft 365, Google Workspace, and tools contractually bound to protect your information — a BAA where health data lives, the equivalent safeguards everywhere else — keeping your data in your tenant and your IP under your control.
already paid for. now it works harder.Privilege-first scoping
The risky questions get asked under protection, before anything is built.
Your data stays in your tenant
We architect so client, patient, and matter data never leaves systems you control.
Bound to protect your data
If a tool won't contractually protect confidential information — a BAA for health data, the equivalent for everything else — it doesn't touch it. Full stop.
Audit trail by default
Every agent and automation is built to show its work — defensible when someone asks how it decided.
For teams where "move fast and break things" was never an option.
Legal
Firms and in-house teams safeguarding privilege, work product, and client confidentiality.
Healthcare
Practices and providers under HIPAA — and the stricter rules layered on top of it.
Financial
Advisors and firms facing recordkeeping, supervision, and communication-archiving duties.
Childcare
Daycares and providers protecting children's information — especially online and across marketing and social media.
Social Services
Organizations holding deeply sensitive client data with thin margins for error.
Every engagement starts with a scoping conversation.
No package to pick, no price to guess. Tell us your industry, your stack, and what's keeping you up at night — we'll tell you where the risk is and what the path looks like.
Start a scoping conversation