Protect proprietary knowledge and client confidentiality with AI in environments you control. We advise, deploy private models, and connect AI to your existing tools—with human oversight where it matters.
We connect agents into the tools you already run and build around your team's rules and review steps.
Your team sets the standards, priorities, and business rules. We automate the repetitive steps.
We connect the agreed systems so your team spends less time copying the same information between them.
Give staff fast access to contracts, manuals, customer histories, and vendor pricing. People can ask questions in plain English.
Adopt AI with confidence, not guesswork. We evaluate tools before you buy, write clear company usage guidelines, and put privacy controls in place.
Your pricing formulas, operating methods, and client knowledge are part of your competitive advantage. Use AI without sending them to an outside model provider. We build private environments with offline, on-premises and air-gapped options for information that must stay inside your organization.
Pick a discipline to see a typical manual bottleneck, the connected workflow we build, and how the team works afterwards. These are worked examples, not client case studies. If your bottleneck is elsewhere, we start there.
Pick an area to explore the bottleneck, what we build, and how the team works afterward. These are worked examples, not client case studies.
Staff type supplier bills into QuickBooks or NetSuite, cross-check purchase orders across email, and chase department heads to confirm budget codes.
A workflow that watches the supplier-bill inbox, reads bill line items, matches them to purchase orders, and prepares accounting drafts for your team to review before anything posts.
Example screen. Sample data.
Routine prep moves faster while leaders still decide what gets paid.
Illustrative workflows and sample screens, not measured client results. Scope, timing and outcomes depend on the project.
Get help choosing where to start, solve a specific workflow problem, or work with us as your ongoing AI team. Each engagement has an agreed scope and a clear next step.
Start at whichever of these fits. Nothing here requires the one before it.
Your $850 AI Strategy Session counts toward the $4,500 Workflow Assessment. If you proceed to Custom AI & Automation, payments for strategy and assessment count toward your implementation price. Each payment is credited once. Credits apply within three months of your first engagement.
Your earlier work stays useful, and your payments count. Start with advice, move into assessment, or commission the complete implementation. We carry forward the work already completed and credit eligible payments once. Credits apply within three months of your first engagement.
| Starting point | Prior strategy/assessment payments | What happens next |
|---|---|---|
| Strategy Session only | $850 | Apply $850 toward Workflow Assessment or Custom AI & Automation. |
| Strategy Session, then Assessment | $850 + $3,650 = $4,500 | Apply the $4,500 actually paid toward Custom AI & Automation. |
| Assessment purchased directly | $4,500 | Strategy is included. Apply $4,500 toward Custom AI & Automation. |
| Implementation purchased directly | None | Strategy, assessment, one-time coaching and workshop, governance, and three months of support after final project delivery are included in the agreed price. |
Say you paid $850 for the strategy session and then the full $4,500 for the assessment, so the strategy credit never got applied. Both payments—$5,350—count toward implementation. We never count the same payment twice, and a refunded payment does not count.
Your proposal shows eligible prior payments and the remaining balance separately. We explain the detailed credit terms at engagement time and include them in your proposal and contract.
We agree what improvement would matter before building: less repeated entry, shorter turnaround, better records, or more reliable handoffs. Where a financial estimate is useful, we show the assumptions and ongoing costs. Time released for other work is not automatically a cash saving.
Where should we start with AI?
Ninety minutes with both partners to sort through your goals, current tools, and opportunities. Leave with clear priorities and practical next steps.
Credited toward Workflow Assessment or Custom AI & Automation.
What would fixing this workflow involve?
We investigate your workflows, map the bottlenecks, and recommend a solution with a defined project scope.
Already paid $850 for the Strategy Session? The assessment is $3,650 more. Either route totals $4,500.
Build the right workflow solution for your business.
We build and connect your systems, prepare your people to use it, and support it after launch. Strategy, assessment, training, and governance are included.
Includes three months of ongoing support after final project delivery, with the option to continue at an agreed fee. Prior strategy and assessment payments are credited.
Keep your systems working and protect your investment.
Monitoring, maintenance, and agreed improvements for the AI systems your team relies on, with direct partner support when something needs attention.
First three months included with Custom AI & Automation. Ongoing within the full-service partnership.
Keep your competitive advantage under your control
Your pricing logic, strategic playbooks, and client records should not have to leave your security perimeter to benefit from AI. We deploy isolated systems that protect sensitive knowledge and make your privacy commitments enforceable.
Built inside your facility or cloud account, not an Isometric-hosted service. Isolation, permitted connections, and support access are agreed and tested. Hardware, hosting, and usage charges are identified separately.
Set clear business rules for using AI.
Decide which tools may be used, how information is protected, and where people must review the work. Turn the agreed policy into practical controls.
Governance policy and agreed enforcement controls are included with implementation; maintained within the full-service partnership. Buy it standalone and the $3,500 is credited once toward follow-up technical work or implementation of controls.
Help your people get real work done with AI—and know when not to use it.
Hands-on work with your team’s tools and tasks. Learn how to direct AI toward the business outcomes you want, understand the capabilities and limitations of AI tools, and recognize when a person needs to take over.
One-time team and leadership coaching and workshop included with implementation. Continuing training and coaching within the full-service partnership.
Strategy, systems, governance, training and support, coordinated under one agreed program with a set capacity and agreed response times.
These are starting points. Tell us your budget and priorities and we shape the work around them—a single small pilot, or a staged plan across departments. Prices exclude travel costs.
Two principal partners. No handoff to a junior team.
Tell us about the job that eats your week. We ask questions and say plainly whether it is worth your time and money. We use your contact details to arrange the call, respond to your inquiry and manage related follow-up.
Describe a process, bottleneck, or AI tool that isn’t working. Shawn or Phat will review it and reply within one business day with a practical recommendation—whether that means buying software, changing the workflow, or building something custom.
