Professional office AI consulting

AI workflows for offices where accuracy and exposure matter.

Professional offices have process, billable time, confidential material, and reputational risk. The job is to use AI where it helps while keeping judgment and policy in the right place.

A blooming hedgehog cactus in red desert soil
Careful systems matter more than flashy demos when client work is involved.
What this covers

Useful AI with sensible guardrails

I help offices identify which material can safely go to which tool, where human review is required, and how to make document-heavy work move faster without pretending AI is a professional license.

Intake and matter summaries

Turn raw intake details into structured summaries, issue lists, and next-step checklists.

Document review

Summarize long documents, compare versions, extract dates, and flag clauses or missing information for human review.

Drafting support

Prepare first drafts, correspondence, meeting notes, and internal memos in the office's preferred style.

Policy and vendor choices

Create plain-language guidance on what staff can use, what they should avoid, and when review is required.

Good first projects

Start narrow, finish something useful.

  • An intake summary workflow for new matters, clients, patients, or transactions.
  • A document review assistant that extracts dates, obligations, open questions, and exceptions.
  • A drafting workflow for routine correspondence and internal summaries.
  • An office AI policy that staff can actually understand and follow.