The software team a small organization could never afford.
I spent 25 years leading product and engineering at companies like Stripe, Front, Twilio, and IBM, where whole teams exist to make work run smoothly. I build the same kind of simple, reliable systems for law firms, clinics, and city offices, shaped around the way you already work.
My job is making complicated work feel simple, and bringing AI in safely to do it, first for your staff and then for the people you serve.
1Your systems
2Pulled together
3One view
4A person decides
5Work goes out
- Case management
- Email and documents
- State forms
- Billing
AIDocuments sorted, review drafted
Open cases
- Case 2417Review ready
- Case 2418Waiting on records
- Case 2419Deadline Friday
Attorney approves?↺ No: revise the draft
- Forms filled outAI
- Tasks assigned
- Deadlines set
AIAI does this work
Does this sound like you?
If you nod at two or more, we should talk.
What changes for your team
More done with the same team
Cases, patients, and requests move faster without adding headcount.
Less re-keying and chasing
Your team spends its time on the work only people can do.
Clear answers
You can see where everything stands.
One view instead of five systems
A case, a patient, a permit: the work moves through stages, across people, documents, and software. I pull the relevant context from each system into one view, so staff see where everything stands and can decide what happens next.
Capture
Information comes in once, where it already arrives.
- →
Bring together
The context you need from each system appears in one view.
- →
Review
A person checks it and decides.
- →
Follow through
Tasks, messages, and documents go out on their own.
AI, with people in charge
Most organizations want AI and can't see a safe way to get it. I bring it into the work you already do. AI reads, drafts, and flags, and a person reviews and approves anything that matters. Your information stays in your own accounts.
What I've built
Case management for a law firm
Workers' compensation practice
Several systems connected into a single case management system, with a tasking and diary system that tracks every output, state forms created automatically, and case reviews drafted for the attorney to approve. Attorneys got more done, client billing went up, and a six-month billing backlog was cleared.
One screen for patient coverage
Sleep medicine clinic
A single dashboard that pulls from the clinic's medical record system and insurance sources, so staff see a patient's coverage without opening each system one by one. Onboarding, scheduling, and equipment fulfillment all move faster.
Applying the same approach to local government
Permits, records, and approvals
City offices handle the same kind of work: requests that move between departments and need a person's sign-off. See how this applies to local government.
How your information is handled
Law firms and clinics hold information that can't leak. I treat it that way from the first conversation, and I'll walk you through each of these before anything is built.
Stays in your accounts
Your data lives in systems you own and control, like your Microsoft 365 or Google Workspace, wherever possible.
A record of every action
The system logs who viewed, changed, or approved what, including what the AI drafted. You can always answer "who touched this?"
AI that doesn't learn from you
AI runs under paid business terms that keep your information out of model training.
For clinics
I sign the agreements your practice requires before working with patient information.
What a big company has that you don't
Not more technology. More discipline in how it's made. That means software that works every time, protects your information, and keeps a record of what it did. You get that without hiring the team.
Simple by design
Your staff learn it in an afternoon. The complexity stays behind the scenes, where it belongs.
Built to last
Tested, secured, and logged, so you can see what the system did and trust it with sensitive information.
Yours to keep
It runs in your own accounts, with written documentation and a recorded walkthrough, so you never depend on one person.
How it works
I come to you. You don't adapt to the software. It adapts to you.
1
1. Intro call
Thirty minutes, free. You describe the problem, I tell you honestly if I can help.
2
2. Sit with your team
I spend time alongside the people doing the work, in person or on screen, and learn where it slows down.
3
3. A plan you approve
A short written plan and fixed price for one workflow, in plain language. Nothing gets built until you say yes.
4
4. Build with your staff
Your team uses early versions on real work, and I keep changing it until it fits how they work.
5
5. Handoff
Documentation, a recorded walkthrough, and support if you want it.
Questions
- We want to use AI. Where do we start?
- With one workflow where someone spends hours reading, copying, or sorting. We build it with review built in, see how it performs on real work, and expand from there. Not every workflow needs AI, and I'll tell you which ones do.
- Do I need to be technical?
- No. You describe how the work happens today. I handle the rest and train your staff on the result.
- Do I have to replace the software I use?
- No. I connect the systems you already have. Staff keep using what they know, with a clearer view on top.
- Who owns it?
- You do. Fixed scope, fixed price, and the finished system and its code belong to you. There's no subscription and nothing to rent.
- Where does my data go?
- It stays in your own accounts wherever possible. For legal, medical, and public-sector work I'll walk through exactly how sensitive information is handled before anything is built.
- What does it cost and how long does it take?
- Each project is scoped and priced up front.
Tell me what's eating your team's time.