Primary offer

Build one private AI workflow before you roll AI out.

The Private AI Pilot gives regulated local businesses a controlled way to map the data boundary, build one workflow prototype, test approved examples, and evaluate expansion with evidence.

What it produces

Five artifacts, not just advice.

The pilot creates concrete operating material your team can review, approve, or reject before a larger AI rollout.

Data-boundary map

Allowed sources, blocked sources, sensitive fields, and retention expectations.

Workflow prototype

A working demo around sample, redacted, or customer-approved data.

Review checklist

Human approval points, refusal rules, escalation paths, and QA prompts.

Pilot report

Quality findings, risk notes, time-saving targets, and user feedback.

Rollout recommendation

Continue, revise, pause, or expand with governance support.

Pilot workflow examples

Pick one sensitive process.

  • Clinic intake brief from approved patient forms.
  • Law firm matter triage with deadline and privilege review.
  • Accounting client request assistant with data warnings.
  • Financial advisor prep summary from approved notes.
  • Service business intake routing with customer-data controls.
Pilot controlsScoped

Before AI touches the workflow

  • Sample data available Yes
  • Human reviewer named Yes
  • Sensitive fields mapped In review
  • External writes allowed No

Pilot decision

Launch only when the workflow has approved sources, clear redaction rules, and a reviewer accountable for final use.

Request a pilot review

Bring the workflow that needs the clearest boundary.

That is usually where a private AI pilot is most useful: enough value to matter, enough risk to require design.