Workflow assessment
Not sure AI is safe for client data. You are asking the right question.
A short, paid assessment maps where your client data actually goes today across email, storage, and the tools you already run, then names one honest next step. No obligation to install anything.
How the assessment works.
- 01
Intake call
We ask about your current workflow and the systems you use. No client records are shared with us at this stage.
- 02
Map the data flow
We document where client data actually goes today, across email, storage, and the tools you already run.
- 03
Written recommendation
You get a plain summary: keep using what you have, or scope one Paige workload worth automating first.
- 04
Your call
No obligation to install anything. The document is yours to keep either way.
If automation is worth it, Paige is the follow-on step.
A private AI employee can draft replies, summarize documents, and clear intake work, the same jobs the viral automation lists chase, but with a disclosed data flow. A person on your team approves every send before anything goes out.
Three numbers, published up front.
Assess
$1,500 fixed one time, optional
- Where your client data actually goes today
- Options presented honestly
- You keep the document either way
Recommended
Setup
From $3,000 one time
- In-person configuration of the first workload
- Written audit runbook
- A person approves every send
Run
From $300 /month
- Monitoring, updates, and model upgrades
- 24 hour response target
- Cancel anytime, keep the runbook
Seven people in Atlanta. You will meet us in person.
We drive to your office for the assessment and the install, and we stay on to manage Paige after.
Ready to see where automation fits your firm.