Three weeks from conversation to a private AI employee your team approves.
No discovery calls that lead to proposals that lead to SOWs that lead to six-month implementations. We sit with you, map where your data goes today, configure Paige around your firm in person, and leave the system running, all in three weeks.
We Map Where Your Data Goes
What happens
Edward and Charlie drive to your office. We sit with you for two hours and watch how the routine work actually moves through your day. No slides. No forms. We map the top 10 email and document types you handle every week, and we map where your client data goes today across email, storage, and the tools you already pay for.
What you see
Two consultants who listen before they build. You leave with a draft of what Paige will handle and a picture of where your data actually lives.
Delivered
Workload map (10 to 15 categories, ranked by volume) + a data-flow sketch.
What happens
We review what we heard, identify the highest-leverage workloads, and draft the first three response templates based on your firm's tone.
What you see
Nothing yet. We're building. Expect a check-in message by end of day.
Delivered
Three draft response templates sent to you for review.
What happens
You review the three draft templates. We schedule a 30-minute call to walk through them, adjust the tone, and confirm the decision rules: what Paige drafts on her own and what she flags straight to a person. Either way, a person on your team approves anything that goes out.
What you see
Draft templates that sound like you, not like a robot. You approve, redline, or reject each one.
Delivered
Approved template set + decision rules document you sign off on.
What happens
We configure Paige: load your approved templates, set the approval rules, and run her against synthetic emails until she passes our quality gate. Nothing touches your real email yet.
What you see
Paige is being configured. We send you a status message each day.
Delivered
Paige, configured and tested, ready to go live.
We Go Live. You Approve Everything.
What happens
We drive back to your office and configure Paige, with your team in the room. We connect the email and calendar you already use, and document exactly where your data flows in your audit runbook. Then we go live: every draft Paige writes lands in a simple approval queue. You read it, click 'send' or 'edit,' and only then does it go. We stay for the first two hours.
What you see
Paige, working. Your first AI-drafted replies. By hour two, the drafts usually speak for themselves.
Delivered
Paige configured and live + first 10 to 20 approved replies sent.
What happens
You run the system solo. Every draft requires approval from a person on your team before it sends. That is not a training-wheels phase; it is how the system works, permanently, enforced by the software.
What you see
The system works. Your inbox is quieter. You're approving, not writing.
Delivered
Approval rate and accuracy log, which we review with you on Day 9.
What happens
We review the approval log together. Anywhere you edited a draft, we update the template. We identify the next workloads to turn on: summaries, document processing, data entry, intake, follow-ups.
What you see
Templates that are getting tighter and more accurate with every session.
Delivered
Updated templates + the next workload candidates.
What happens
30-minute check-in. We review metrics: drafts written, approvals, escalations. Then we hand you the audit runbook: a written document covering what is logged and where, who has access, patch cadence, encryption, and the incident process. It answers the questions an examiner or IT reviewer will ask, and it shows your IT person exactly where the data flows and how to verify it, any time.
What you see
A one-page summary of what Paige handled vs. what you handled, plus your audit runbook in writing.
Delivered
Audit runbook + confirmed scope for the monthly retainer.
It Runs. We Manage It Monthly.
What happens
Paige works the routine pile around the clock, and a person on your team approves everything outbound. That never changes. We monitor the system remotely: system health, software versions, queue depth. Telemetry only, never content. Issues get a 24 hour response and a next business day resolution target, remote-first diagnostics.
What you see
Fewer emails in your inbox. Clients getting replies faster. You handling the 20% that actually matters.
Delivered
Weekly digest: drafts written, approvals, escalations.
What happens
A common first expansion is document processing, where Paige reads attachments and routes them to the right folder or person. Or a knowledge base: Paige knows your FAQs, your pricing, your deadlines, and drafts the answers your team writes 50 times a year. Every new workload passes our quality gate before it goes live, one at a time.
What you see
The system is growing without a new implementation. You never pay for a workload before it's working.
Delivered
One new workload, scoped, built, and live in a single sprint.
What happens
Every 90 days, we run a short discovery session to find the next highest-leverage workload. The system compounds over time: the aim is a firm where the routine pile gets cleared by Paige, with a person still approving anything that goes out.
What you see
A firm that runs on AI infrastructure it understands, with every provider disclosed in writing.
Delivered
Quarterly roadmap + month-to-month retainer with no long-term lock-in.
What we commit to
We drive to you.
Every engagement starts in person. We come to your office, in Atlanta or anywhere in Georgia we can reach in a day, and we set Paige up with your team in the room.
Nothing sends without your OK.
Every outbound draft requires approval from a person on your team before it goes. Not a trial phase, not a policy. Enforced by the system, permanently.
Cancel any time.
Month-to-month retainer. No annual commitment, no cancellation fee, no lock-in. If you cancel, you keep the runbook. We remove our own management access and nothing else changes.
You know exactly where it runs.
AI drafting runs through a disclosed provider we name in your engagement, and W&S is built so inference can move on-premise. You own every credential. Not a login that expires. Yours.
Ready to see it on your inbox?
Book a 15-minute demo. We'll show you your exact email types running through Paige, and where your client data does and does not go. No slides, no generic demos.