Everyday AI Playbook · Private AI

Useful AI without treating confidential work like ordinary cloud data.

A private AI setup for solo and small-firm lawyers, therapists, accountants, advisors, and other professionals who need practical AI with explicit information boundaries.

Local confidential layerDe-identification before cloud useHuman approval gatesDocumented controls

Private by architecture

Use the right processing path for the information in front of you.

The system applies functional handling rules before a model receives the task.

1

Local only

Confidential values and work that must stay on hardware you control are processed locally.

2

De-identify, then use cloud

Appropriate context is masked locally before an approved cloud model receives it. Restoration happens locally.

3

Public cloud use

Public or explicitly approved material can use a cloud model directly under the selected service terms.

The offer

A bounded implementation with training and handoff.

Private AI Setup · one time

Scoped to your practice

Scope and pricing reflect the information boundaries, hardware, workflows, and training your team needs. These are confirmed in a written proposal.

  • Information-flow discovery
  • Local and approved cloud paths
  • De-identification workflow
  • Evaluation and failure tests
  • Training and operating guide

Managed support · monthly

Support by agreement

Tools, review frequency, updates, and the service level are agreed for the setup your team uses.

  • Updates and health checks
  • Workflow tuning
  • Evaluation review
  • Support and documentation

What the work includes

The system, not a slide deck.

Discovery

Map information types, tools, tasks, users, and approval points.

Implementation

Configure the selected local and approved cloud components on hardware you control.

Evaluation

Test routing, masking, task success, and failure behavior with representative cases.

Training

Document the operating rules and teach the people who will use and review the system.

Start with a short brief

Tell us about the work you want to improve.

Share the high-level workflow, the people involved, and what you would like to change. Scope, timing, and price are confirmed in a written proposal. A call is optional.

No raw or confidential files are needed for the first message.