Put AI to work. Keep your data yours.
AI can draft the letter, answer the routine call and find the answer buried in your files. We set it up the right way: private, secure, and built around how your practice or business actually runs.
Sound familiar?
- Staff pasting patient or client details into free AI tools
- No written policy on what AI can and can’t be used for
- Copilot or other AI tools able to see files they shouldn’t
- Nobody sure which AI tools are already in use
If any of these apply, an AI policy and shadow-AI audit is the place to start.
Five ways we help you use AI safely.
Start with one, or let us build a plan that covers all of them.
- 01
Private AI assistant
A ChatGPT-style assistant for your team, set up so your patient and business data stays under your control.
- Drafts emails, letters, summaries and policies in seconds
- Answers questions from your own documents and procedures
- Business-grade privacy settings, so your data isn’t used to train public AI models
- Sign-in and access tied to your existing staff accounts
- 02
Microsoft Copilot setup
Copilot can see everything a user can see. We make sure that’s only what it should be before you switch it on.
- Right licenses for the people who will actually use it
- Permissions cleanup across SharePoint, OneDrive and Teams
- Phased rollout, starting with a small pilot group
- Hands-on training so your team gets real value from day one
- 03
AI policy & shadow-AI audit
Your staff are probably already using free AI tools. We find out which ones, and give everyone clear rules.
- Check for AI tools and browser extensions already in use without approval
- A plain-English AI use policy written for your office
- Approved tools your team can use with confidence
- Staff briefing on what should never go into an AI tool
- 04
AI phone, front desk & automation
Let AI handle the repetitive work: answering routine calls, reminders and the busywork that eats your team’s day.
- AI call answering for after-hours and overflow calls
- Appointment reminders and follow-ups
- Automated hand-offs between the apps you already use
- Clear escalation to a real person when it matters
- 05
Private LLMs
For organizations that need more: a custom AI model built and hosted privately, on your data and your terms.
- Hosted privately rather than on a shared public service
- Trained or grounded on your own documents and knowledge
- Access controls that match who should see what
- Planned, built and supported by our team
Dental & medical offices
Less time on phones and paperwork, more time with patients. We help practices use AI for routine calls, reminders and drafting, with patient data kept out of public AI tools.
IT for practicesSmall & mid-size businesses
Give your team an AI assistant that knows your business, get real value from Microsoft 365, and automate the repetitive work between your apps.
IT for businessesSafe first. Then useful.
We don’t switch on AI and hope for the best. Every project starts with your data and your rules.
Free AI conversation
We talk through where AI could save your team time, and where it could put your data at risk.
Policy and cleanup first
We check which AI tools are already in use, tighten permissions and agree on clear rules before anything new switches on.
Set up and pilot
We set up the right tools for a small group first, so you can see the results before rolling out to everyone.
Training and support
Your team learns to use it well, and we stay on hand for questions, changes and new ideas.
AI questions we hear most
Is it safe to use AI with patient or client data?
It can be, with the right tools and settings. Free consumer AI tools are the risk: what staff type in may be stored or used to train public models. We set up business-grade tools with privacy controls and, for practices handling patient data, choose options that support HIPAA requirements.
What is “shadow AI”?
It’s AI tools your staff use without the office knowing or approving, such as free chatbots, browser extensions and note-taking apps. They’re often harmless, but they can quietly send sensitive information outside your control. Our audit finds them so you can decide what stays.
Do we need Microsoft Copilot?
Not necessarily. If you already live in Microsoft 365, Copilot is often a good fit. For some teams a private AI assistant or a simple automation does more for less. We’ll recommend what fits how you actually work.
Will AI replace my staff?
That’s not the goal. The aim is to take repetitive work off your team’s plate, such as routine calls, drafting and data entry, so they can spend more time on patients, clients and the work that needs a person.
How much does it cost?
It depends on what you need, from a one-time policy and audit to an ongoing private AI setup. Every client gets a custom quote after a free consultation.
What our clients say on Google.
5.0 on Google from 49 reviews
Not sure where AI fits? Let’s talk it through.
A free, no-pressure conversation about where AI could help your team, and what to lock down first.