FAQ

Buying and procurement questions

The AI Workflow Assessment is $3,500, fixed, for two weeks and one workflow live. Here is everything procurement and operations usually ask.

Prefer a deposit? Pay $1,750 now, $1,750 on day 5.

Price and payment

What does the AI Workflow Assessment cost?

$3,500, fixed. Pay in full, or pay $1,750 to book and $1,750 on day 5. The full fee is credited toward a build signed within 60 days.

How do we pay?

By card or ACH through Stripe. If your firm needs a purchase order, we can invoice with net 15 terms on request.

Is the fee refundable?

We confirm the refund terms in writing before you pay, so you know exactly where you stand before kickoff.

What happens after the assessment?

Nothing, unless you want more. You can stop with one live workflow and a plan. If you want to keep going, a build is $7,500 to $25,000 fixed per package of 2 to 5 workflows, and running it is from $2,500 a month. No lock-in.

The work

What do you need from our team?

One owner on your side, four 30-minute interviews with the people who do the work, read-only access to the systems in scope, and a 30-minute check-in each week.

Is a person in the loop?

Yes. Every action that sends, pays, files or deletes needs a named person on your team to approve it, and every run is logged.

Which AI tools do you use?

The ones you already pay for where possible: Microsoft Copilot, Claude, OpenAI or Gemini. Your data is not used to train models.

Who owns what you build?

You do. It runs in your accounts, under your licenses, and the code and configuration are handed over with a recorded walkthrough so your team can run it.

Data and compliance

What data do you access?

Only the systems in scope, read-only wherever possible. You get a written data handling summary on day 1, and our access and copies are removed at handover.

Can you sign our vendor forms?

Yes. We complete W-9 and vendor setup, and sign your NDA or our mutual NDA. Ask about a certificate of insurance on the fit call and we will confirm what we carry.

What if we are regulated (HIPAA, financial, legal)?

We scope the work around regulated data where we can. If your workflow needs a business associate agreement, raise it on the fit call and we will tell you before you pay whether we can sign one.

Scheduling

How fast can we start?

We agree the kickoff date with you before you pay, and the two weeks start on that day.

Do you work outside Arizona?

Yes. We work remotely with firms across the US, and on-site in the Phoenix area.

Book the assessment, $3,500Fit call