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Why we keep them apart.

General AI services are powerful, and they run on someone else's computers. Private AI is built for information that must stay with you. Mixing the two is how client data leaks. So we don't.

Private AI

Private AI

  • Your data stays in your office
  • Your intelligence: it learns from your firm's files
  • Your AI: hardware you own outright
  • No subscriptions, no token use, no outside connection
AI Implementation & Software

AI Implementation & Software

  • Built with Claude, ChatGPT, Gemini, Grok and others
  • Automates workflows and connects your systems
  • Uses business accounts with the right agreements
  • Never connected to a Private AI system
Need both?

We build them as two separate systems with their own access, their own rules and no connection between them. Your team always knows which one they're using.

Private AI

Your data. Your intelligence. Your AI.

For accounting firms, law firms and medical practices. We install a private AI system on a machine in your office, connect it to your files and software, and train your people. You own it outright. Nothing leaves the building.

✕No more subscriptions.No monthly AI fees per person. You buy it once and it's yours.
✕No more token use.Ask it a thousand questions a day. Nobody bills you per question.

Follow one question through Private AI.

Your data, your intelligence, your AI. Thirty seconds to see where your client information goes, and where it never goes.

Your officePrivate AI on hardware you ownYour teamAsks a questionReviews the draftMakes the callQuestionAnswerYour firm's own informationClient filesfolders and recordsEmailinbox and threadsYour softwarepractice, CRM, booksTemplatesletters and formsPast workprior mattersProcedureshow your office runsWhat comes backSourced answerswith the page it came fromFirst draftsin your firm's voiceSummarieslong files, short readsFlagswhat's missing or overdueLocked downEncrypted · Signed-in users · Every request logged · Works offlineOutside AI servicesand the internetNot connectedYour private AI neversends client informationto ChatGPT, Claude orany other outside service.
1

Your team asks a question

Plain English, from any computer in the office.

What Private AI does

Start with the one or two tasks that cost your firm the most hours. Add more whenever you're ready.

Ask your files

Ask questions about client files, contracts and records. Every answer points to the page it came from.

First drafts

Letters, notice responses and agreements drafted from your firm's own templates and past work.

Inbox help

Flags what's urgent, summarizes long threads and drafts replies for your review.

Document intake

Sorts, labels and files incoming client documents, so nothing sits in a downloads folder.

Client records

Keeps notes, call logs and client records up to date in the software you already use.

Monthly report

A plain-English report of how the system was used, what it saved, and anything that needs attention.

Built for the rules you already work under.

We set up private AI to support your obligations around client information, and document how it does.

Accounting

Supports your written information security plan (WISP)
  • Sort client documents as they arrive
  • First drafts of IRS notice responses
  • Workpaper and engagement summaries

Legal

Supports your confidentiality duties under ABA guidance on AI
  • Summaries of discovery and long documents
  • Searchable client intake
  • First drafts of routine letters

Medical

Supports your HIPAA security risk analysis
  • Prior authorization and appeal letter drafts
  • Referral packet summaries
  • Intake paperwork, sorted and routed
AI Implementation & Software

AI built into the way your business runs.

Not just a chatbot on the side. We find the one or two problems costing you the most, put a dollar figure on them, and build AI into your operations to fix them, using whichever leading AI model does each job best.

ClaudeChatGPTGeminiGrokand others
1

Find the pain

One or two tasks your team dreads every week.

2

Price it

What those tasks cost you in hours and dollars each year.

3

Build it

Workflows, a company brain or custom software, live in weeks.

4

You own it

The code, the data and the accounts belong to you.

Workflow automation

Tools like n8n connect your inbox, CRM, accounting and spreadsheets so the busywork moves on its own.

Company brain

Your scattered spreadsheets, documents and know-how in one place your team can ask questions of.

Custom software

AI-built applications that replace the clunky system everyone works around. Engineered and reviewed by people.

Connected systems

Your CRM, accounting and operations software talking to each other, with AI doing the handoffs.

AI cleanup and policy

Find the AI tools your staff already use, lock down what's risky, and write the rules.

Training

Hands-on sessions so your team uses AI well, not just often.

Example: payroll spreadsheet to company brain

A payroll spreadsheet one person maintains by hand becomes part of a company brain. Managers ask questions in plain English, and reports build themselves.

Payroll spreadsheet→Cleaned and connected→Company brain→Answers and reports

Pricing fit to your business.

Every office is different: how many people, how many locations, what software you run. So we quote each project individually, in writing, before any work starts.

Private AI
  • One fixed quote for hardware and setup
  • No AI subscriptions and no token bills, ever
  • Hardware at list price, owned by your firm
  • Optional month-to-month support if you want us to run it
AI Implementation & Software
  • One fixed quote per project, after we price the problem
  • AI service usage billed at cost
  • Optional monthly support for what we build
  • You own the code and the data
Book an appointment and we'll give you a price built for your business.Book an appointment

Engineers in Grand Rapids and Tucson.

Human in the middle of AI. It gives your people their time back, it doesn't replace them.

Kevin Sawicke

CTO and Co-CEO

Ten years at IBM, then engineering work at Swift Transportation and CVS Health before founding Oak Harbor Tech. Kevin architects every system we install and reviews every change.

Lisa Miller-Sawicke

Founder and CEO

Decades in management at IBM and American Express, a mortgage branch manager, and the owner of her own accounting firm. Lisa knows what deadline week feels like from your side of the desk.

Fair questions

See all questions
What's the difference between Private AI and AI Implementation?

Private AI runs on a machine in your office and is never connected to outside AI services. It's for client files and anything confidential. AI Implementation uses leading AI services like Claude and ChatGPT to automate your operations and build software. They're separate systems, and we never connect them.

Can we have both?

Yes. We build them as two separate systems, with their own access and their own rules, so client information never crosses over.

Is Private AI as good as ChatGPT?

For the work firms do most (finding answers in files, summarizing, sorting and first drafts) it holds up well. You'll see it working on your own files before you commit.

We already have Microsoft Copilot. Do we need this?

Copilot is a general AI service. If client information can't leave your office, that's what Private AI is for. If you want AI working inside your operations, that's AI Implementation. We'll tell you on the first call which fits.

What does it cost?

It depends on the size of your business, your locations and the software involved. You get one fixed quote in writing after a short appointment. No per-seat fees.

Who fixes it if something breaks during our busy season?

On a support plan, we do, with priority during tax season, trial prep or whatever your crunch is.

What happens if you're not around?

You own the hardware, the code and the data. Private AI keeps working without us and without the internet, and full documentation means another qualified firm can take over.

Do we have to replace our IT provider?

No. Your IT provider keeps running your network and computers. We handle the AI and coordinate with them.

Fifteen minutes. An honest answer.

A complimentary call to learn how your office works. We'll tell you whether Private AI, AI Implementation, or neither is the right fit.