AI Implementation
Put AI to work, safely | AI Consulting for Small Businesses
We set the rules, set up the right tools and build an assistant that answers from your own documents.
Sound familiar?
Everyone’s using AI tools and I don’t know if it’s safe or worth it.
What you get
- An AI-use policy that you approve
- An approved AI workspace set up with admin controls
- A document assistant that cites its sources and says so when it cannot find an answer
- A test question set with results
- One staff training session and a recording
- A runbook: how to add documents, rotate keys and pause the assistant
How it works
Most projects take 3–5 weeks.
Discover
We learn how your team already uses AI and which documents matter.
Week 1
Policy
We draft a plain-English AI-use policy with you.
Weeks 1–2
Tool setup
We set up the approved AI workspace and its controls.
Week 2
Assistant build
We build an assistant that answers from your documents.
Weeks 2–4
Test
We run a question set and fix what the assistant gets wrong.
Week 4
Train and launch
We train your team and switch it on.
Weeks 4–5
Example use cases
AI-use policy
Clear rules on what staff can and cannot put into AI tools.
Approved tools set up for your team
One workspace, configured with admin controls.
An assistant that answers from your SOPs and pricing
Staff ask a question and get an answer from your own documents.
Staff training
A live session and a recording for new hires.
Pricing
From $3,500.
- Fixed price once we have diagnosed the work.
- 50% deposit on the build, and 30 days of fixes after launch.
- Legal review of the policy is separate. We recommend your attorney reviews it.
Not sure this is the right first step? Start with a Tech Clarity Assessment, or book a free call.
Tools we use
- Claude Team, ChatGPT Team or Microsoft 365 Copilot The approved workspace, chosen to fit what your business already uses.
- Claude Projects or Custom GPTs A no-code assistant for small, stable sets of documents.
- n8n with a vector store For larger or changing document sets.
- Copilot Studio For Microsoft 365 businesses, grounded on SharePoint.
Questions about AI Implementation
Is the AI policy legal advice?
No. We recommend your attorney reviews it.
Do you train a custom AI model?
No. The assistant answers from your own documents, with citations.
Can we use AI with regulated data?
Regulated-data use needs a signed vendor agreement, such as a BAA, first. We will tell you where the line is.
How long does it take?
Most projects take 3–5 weeks.