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AI agents · Automation · IntegrationsProposal brief

Agentic AI & Automation

Autonomous AI agents and automated systems that lift productivity, increase efficiency, and reduce the overhead your team carries day to day. We design agents around the operation in front of us — your inquiries, your tools, your data, your tone — and deploy them inside the systems you already use. Quiet, capable, on-brand assistance that keeps working after the office closes.

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Scope

What's in scope.

The boundary of the engagement is set in writing before work begins.

Autonomous AI agents and automated systems that lift productivity, increase efficiency, and reduce the overhead your team carries day to day. We design agents around the operation in front of us — your inquiries, your tools, your data, your tone — and deploy them inside the systems you already use. Quiet, capable, on-brand assistance that keeps working after the office closes.

Scope is written collaboratively during discovery and signed off before any build work starts. Changes are handled as written amendments, not surprise invoices.

Method

How we build.

The discipline below is constant across engagements. It is what separates an agent the practice is happy to put its name on from a demo that should never have left the lab.

  • Designed for the operation, not bolted on top.

    No SaaS skin, no off-the-shelf chatbot dressed up as a hire. Every agent we ship is designed for a specific operation — your inquiries, your tools, your data, your tone — and reasoned through end-to-end before a single prompt is written. Generic agents fail loudly the first time the conversation leaves their training distribution; ours are scoped to the work in front of them.

  • Prompts and tool boundaries written per engagement.

    Every prompt the agent runs and every tool it can call is written, reviewed, and version-controlled — not pulled from a starter kit. The agent does what it was authorized to do, declines what it was not, and logs both for audit. We treat the prompt surface and the tool boundary the same way we treat a security perimeter: small, deliberate, and known.

  • Model selection against a privacy and cost posture.

    The right model is the one that meets the operation's accuracy, latency, privacy, and unit-cost requirements — not the one with the loudest launch announcement. We map those requirements before the build starts, choose the model that fits, and document the posture so the choice is defensible the next time the landscape shifts.

  • Adversarial testing before production.

    Every agent ships through a written test plan that includes prompt-injection attempts, tool-misuse scenarios, jailbreak patterns, and out-of-distribution inputs from the operation's actual edge cases. We do not consider an agent ready until it has refused the things it should refuse — and done so with the same composure it brings to the work it does take on.

Deliverables

What you'll receive.

  • Custom AI agent design & development

    Custom-quoted

    Purpose-built agents tailored to your workflows, your data, and the way your business actually operates — not a generic chatbot bolted on top. Intake, qualification, drafting, research, scheduling, follow-through.

    From $3,999 · typical builds $4K–$60K

    Agent build totals scope with tool count, data-source depth, and reasoning complexity. We'll review your tools, data sources, and target workflows, then send a custom-priced invoice with line-item scope. No payment is charged until you approve.

    From $3,999

  • Workflow automation & orchestration

    Custom-quoted

    Multi-step automations with reasoning baked in — handling intake, triage, document generation, and the everyday operations work that eats your team's afternoons.

    From $2,499 · scoped per workflow

    Automation totals scope per workflow surface and integration count. Tell us the workflow and we'll map the reasoning steps and ship behind whatever tool you already use — at a custom price quoted up front. No payment is charged until you approve scope.

    From $2,499

  • Agent-in-the-loop integrations

    Custom-quoted

    Bring intelligent assistance into your CRM, helpdesk, ops console, or internal tools without uprooting what already works. The agent shows up where your team already is.

    From $2,999 per integration

    Per-integration price floor. The agent shows up inside the CRM, helpdesk, or ops console you already run — we scope the boundary, write the tool surface, and ship. No payment is charged until you approve.

    From $2,999 per integration

  • Around-the-clock business operations

    SpotlightCustom-quoted

    Agents that keep working after the office closes — answering inquiries, qualifying leads, drafting documents, scheduling, and keeping the operation moving while your team rests.

    From $3,499 / month · always-on retainer

    Monthly retainers scope per channel volume and orchestration depth. We'll review your operations and quote a monthly retainer covering inquiry response, lead qualification, document drafting, after-hours follow-through, and monitoring. No payment is charged until you approve scope.

    From $3,499 / month
Selected work

One we can describe.

Anonymized by sector and region only. The full archive lives at /work.

Agentic AI2026

A multi-clinic primary care group, US Southeast

An always-on clinical-operations agent that runs intake triage, prior-auth drafting, and weekly reporting — without ever practicing medicine.

Clinician-hours returned
23 hrs/wk
Median prior-auth turnaround
94 min
Refusal-lane integrity (audited)
100%

The group had grown to fifteen clinicians across four sites, and the administrative weight had begun to consume the nurses. Inbound patient messages waited hours for triage; prior authorizations sat for days before someone could draft them; the weekly operations report was a Friday afternoon that ate two FTEs. The engagement was a single autonomous operator that reads, drafts, and routes the administrative surface of the practice — bound by a refusal lane wider than its work surface, and forbidden from any output that constitutes clinical judgment. The agent reads. The agent drafts. The clinician decides.

Methodology
  1. 01
    Refusal lanes before features

    Wrote the no-list before the yes-list: no clinical decision-making, no medication advice, no diagnostic language, no PHI in raw form inside the reasoning context. The refusal lane is audited weekly against a held-out corpus.

  2. 02
    PHI-aware ingest

    Inbound messages and lab results are pseudonymized before reaching the agent — every patient identifier is replaced with a session-scoped token, every read is appended to an immutable audit log keyed to the practice's HIPAA security officer.

  3. 03
    Drafted, never sent

    Every prior-auth letter, refill triage note, and weekly report is drafted by the agent and queued for the on-shift clinician to accept, edit, or decline with one click. The agent learns from edits; it does not learn from acceptances.

  4. 04
    Reporting as a side effect

    The weekly operations report is not a separate task — it is generated continuously from the same audit log that gates the agent's reads. Friday afternoon becomes a five-minute review, not a two-FTE rebuild.

The agent reads, drafts, and routes. The clinician decides.

Source notes redacted · Client identification withheld by agreement

Timeline

A predictable cadence.

Every engagement runs on the same four-stage rhythm, regardless of size.

  1. Discovery

    Week 0

    Working session, written scope, clear success criteria.

  2. Design & architecture

    Week 1

    System design, milestones, fixed or weekly pricing.

  3. Build

    Weeks 2+

    Weekly releases, live portal, direct access to engineers.

  4. Launch & handoff

    Final week

    Production hardening, observability, written handoff.

From the practice

Field notes adjacent to this work.

Pieces from the archive that share the discipline.

All field notes
FAQ

Common questions.

How do you price engagements?
Fixed-price for well-scoped work, weekly retainer for open-ended or exploratory engagements. Pricing is always in the proposal brief before any contract.
Do you work with existing teams?
Yes. We regularly embed with in-house engineers, or augment a small team with specific capabilities — AI integration, infrastructure, design — for a defined period.
What happens after launch?
Either a written handoff so your team owns everything, or an ongoing retainer for maintenance, features, and on-call support. Your choice, stated up-front.
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