Services

Stop losing hours to manual work. I help small businesses reclaim their time with AI and automation — without sending your sensitive data to the cloud.

Private AI Document Search

The Problem

You have years of documents. Contracts. Case files. Patient records. Client correspondence. Finding what you need means opening folder after folder, scanning page after page, hoping you don't miss something critical.

You've thought about using ChatGPT or other AI tools, but you can't upload client documents to the cloud. The liability alone keeps you up at night.

The Solution

I set up a private AI system that runs entirely on a computer in your office. Upload your documents. Ask questions in plain English. Get answers in seconds — with exact citations showing where the information came from.

Nothing leaves your building. Ever.

How It Works

  1. 1.I install a small, quiet computer in your office (or use one you already have)
  2. 2.Load your documents — PDFs, Word files, scans, even photos of handwritten notes
  3. 3.You ask questions like you would ask a research assistant
  4. 4.The AI finds relevant passages across all your files and summarizes the answer

Law Firms

Search across all case files instantly. Find relevant precedents, contract clauses, or deposition testimony without manual review. Attorney-client privilege stays protected.

Medical Practices

Query patient histories across years of records. Find patterns, check past treatments, prepare for appointments faster. HIPAA compliant by design.

Accounting & Financial

Search through client documents, tax filings, and correspondence. Find that one email from 2019 in seconds instead of hours.

Any Business

If you can't afford to have client data in the cloud, this is for you. Your documents, searchable by AI, 100% private.

What's Included

  • Hardware setup and configuration
  • Document ingestion and processing
  • OCR for scanned documents
  • Staff training
  • Ongoing support and updates
  • Remote maintenance

Investment

$9,500 setup

+ $500/month support (6-month minimum)

Book a Demo

Custom AI & Automation

The Problem

Every business has that one process everyone hates. The data entry that takes hours. The weekly report that requires pulling from six different systems. The follow-ups that fall through the cracks. The scheduling nightmares.

You know it could be better. You just don't know where to start.

The Solution

I analyze your workflows, identify the biggest time-wasters, and build automations tailored to how you actually work. Not generic software. Not one-size-fits-all templates. Custom solutions designed around your business.

Data Flow

Information typed into one system, then retyped into another? Automated. Data from forms that needs to go into your CRM? Automated. Reports from multiple sources? One click.

Client Communication

Follow-up sequences that run themselves. Appointment reminders that reduce no-shows. Status updates that go out without anyone pressing send.

Document Processing

Invoices that extract themselves. Contracts that populate from intake forms. Proposals that generate from templates with real data.

Monitoring & Alerts

Watch for events and notify the right people. Court docket updates. Insurance renewals. Compliance deadlines. Equipment maintenance schedules.

Recent Results

  • Law firm: 3 days/week manual work → 2 minutes automated nightly
  • Consulting firm: 4 hours/week on proposals → 20 minutes
  • Medical practice: 90% reduction in scheduling conflicts

Investment

$2,500 – $15,000

depending on complexity

Book Free Assessment

How It Works

A straightforward process designed for busy business owners. No jargon, no endless meetings — just results.

1. Free Assessment Call

30-minute call where I learn about your business and where you're spending too much time. No prep needed — just show up and tell me what's frustrating you.

2. Roadmap

Within a few days, you get a detailed report with specific recommendations, expected time savings, and clear pricing. Yours to keep whether we work together or not.

3. Implementation

I build and deploy. You start saving time within weeks. Fixed pricing, regular updates, training included.

4. Ongoing Support

Optional monthly support for maintenance, optimization, and new opportunities as your needs evolve. Cancel anytime.

Why Work With Me

I speak human, not tech.

You won't hear jargon. You'll understand exactly what we're building and why.

Privacy is non-negotiable.

I specialize in solutions that keep your data where it belongs — with you.

I've been in your shoes.

10 years optimizing business processes. I know what works and what's a waste of time.

Results over tools.

I don't care what software we use. I care that you get your time back.

Ready to Get Started?

Book a free 30-minute assessment. No sales pitch — just a clear picture of what's possible.

Book Free Assessment