Engineering & AI Practice

Engineering that respects
the rules of your practice.

ABA Op. 512. HIPAA. FINRA. IP confidentiality. Most engineering teams treat these as constraints to work around. We treat them as the architecture itself — the first decisions made, not the last audit completed.

What We Build

Three capabilities. One compliance posture.

01

Agentic AI

Supervised AI agents that operate inside compliance boundaries by design.

  • Live AI intake
  • Automated demand letters
  • Prior auth automation
  • Research synthesis
02

Workflow Automation

Pipelines that route work, enforce gates, and leave an audit trail by default.

  • Intake routing & triage
  • Denial-management consoles
  • KYC / AML pipelines
  • Pursuit-pipeline trackers
03

Product Engineering

Operator-grade internal tools. Built once, owned outright by you, maintained by us.

  • Operations dashboards
  • RCM analyzers
  • Advisor referral CRMs
  • Partner-utilization views

Most software treats compliance as a checklist applied at the end. We treat it as the first design decision.

For PI firms, that means UPL-boundary detection wired into the model layer itself. AI agents cannot give legal advice because the prompt scaffolding makes that path unreachable, not because a reviewer caught it. Every interaction is logged, attributed to a supervising attorney, and exportable for ABA Op. 512 review.

For healthcare, that means PHI segmentation at the storage layer. Patient identifiers never enter the AI inference path; they are tokenized at ingress and re-hydrated only inside HIPAA-covered surfaces. BAAs are signed before the first byte moves. Audit logs are queryable, not buried.

For financial services, that means FINRA review gates baked into every advisor-facing surface. Communications draft inside the tool, route to compliance, and only ship after signoff is logged. The tool enforces the workflow your supervisor would build manually — because we built it with your supervisor in the room.

Industry Application Matrix

Same posture. Different builds.

Industry
Build 1
Build 2
Build 3
Personal Injury
UPL-safe AI intake
Demand letter generator
CPSC attribution model
Healthcare
HIPAA-compliant referral routing
Prior auth automation
BAA-first patient intake
Financial Services
FINRA-gated advisor CRM
KYC / AML pipeline
Custodian reconciliation
Management Consulting
NDA-walled research synthesis
Pursuit pipeline tracker
Partner-utilization dashboard
Practiced Across Four Industries

The tooling behind every engagement.

The Engineering Audit

See what compliant engineering looks like.