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.

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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
Featured Build
An anchor PI client · Northeast US

The Command Center,
built from first principles.

The intake floor at this firm was running on three vendors, two contractors, and a Google Sheet. Median response to a new lead was 38 minutes. By the time a paralegal called back, the lead had retained someone else. Cost per signed case had drifted to $3,200 against an industry median of $1,900.

We rebuilt the intake stack as a single tool with one principle wired in: an AI agent could speak to a prospect, but it could never give legal advice. UPL boundary detection sits inside the prompt scaffolding itself. Every conversation is supervised by a named attorney, logged in real time, and exportable for ABA Op. 512 review. The agent can answer process questions, schedule consultations, and route urgent matters to humans. It cannot, by construction, opine on a case.

Median response time dropped to 14 seconds. Conversion from inbound to consultation rose 31%. The supervising attorney spends 40 minutes a day reviewing flagged transcripts — down from the four-hour audit cycle that used to land on her desk weekly. The tool did not replace anyone; it gave the existing intake team six new hours a day to spend on warm consultations.

Cost per signed case is now $1,140 — 41% below the industry median. The firm owns the source code outright. We maintain it under a flat retainer that is roughly a third of what the previous vendor stack billed. The tool does one thing very well: it makes the firm faster without ever making it less compliant.

Practiced Across Four Industries

The tooling behind every engagement.

Personal Injury

Intake router, 14s response

An anchor PI client, Northeast US

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Healthcare

Denial console, 19% recovery lift

An anchor cardiology MSO

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Financial Services

Advisor CRM, 4× referral conv.

An anchor RIA

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Management Consulting

Pursuit tracker, partner-grade

Tier-1 strategy firm

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The Engineering Audit

See what compliant engineering looks like.

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