Agentic AI
Supervised AI agents that operate inside compliance boundaries by design.
- Live AI intake
- Automated demand letters
- Prior auth automation
- Research synthesis
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.
Supervised AI agents that operate inside compliance boundaries by design.
Pipelines that route work, enforce gates, and leave an audit trail by default.
Operator-grade internal tools. Built once, owned outright by you, maintained by us.
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.
An anchor PI client, Northeast US
See the practice →An anchor cardiology MSO
See the practice →An anchor RIA
See the practice →Tier-1 strategy firm
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