AI implementation for regulated San Diego firms
What AI implementation services are available?
Assets Digital offers process redesign, simple automation builds, knowledge systems, custom AI workflows and full implementation bundles.
Five packages cover the usual work:
- Process redesign
- Simple automation builds
- Knowledge systems
- Custom AI workflows
- Full implementation bundles
Dollar figures stay off this site and are quoted after a 15 minute call.
Does AI implementation start with an AI Safety Check?
AI implementation starts with an AI Safety Check unless a build is already clearly scoped. A specific, already scoped request can proceed to a written implementation scope.
An AI Safety Check is the default first step unless a build is already clearly scoped. The Check maps tools already in use, data exposure and priority risks, and leaves a written findings report the firm can act on. The report stands on its own. The Safety Check fee is credited in full to Safe AI Setup. A firm that arrives with a specific, already scoped request can move straight to a written implementation scope.
What is process redesign?
Process redesign maps a workflow, removes extra steps and workarounds, and considers automation only after the process is improved.
The most useful work often happens before any tool is installed. A workflow is mapped step by step, extra steps and workarounds are cut, and only then is automation considered. Automating a poor process is an expensive mistake. This package exists to prevent that.
What are simple automation builds?
Simple automation builds connect a defined event to a repeatable next step, such as document routing, intake follow up or scheduled reporting.
Single purpose automations: when one event happens, the next step runs every time. Typical uses include intake follow up, document routing, scheduled reporting and moving information between systems without retyping. Tools are chosen to fit the firm. Microsoft 365 can be connected where the work needs it. The aim is work that is fast, reliable and uneventful.
What is a knowledge system?
A knowledge system is an approved AI assistant grounded in firm documents, with access rules, data limits and human review.
Answers already live in contracts, procedures, price lists and past correspondence. A knowledge system is an approved AI assistant grounded in the firm's own documents, so staff get accurate answers without interrupting colleagues. Access rules, data limits and human review stay in place.
What are custom AI workflows?
Custom AI workflows support repeatable tasks needing judgement, such as first pass document review and drafting updates for human review. Staff follow a written process rather than improvising with a chatbot.
Some work needs judgement, not a simple trigger. Repeatable AI workflows are built for tasks such as first pass document review, turning notes into action items, and drafting updates for a person to check. Staff follow a written process instead of improvising with a chatbot.
What is a full implementation bundle?
A full implementation bundle combines process redesign, builds, knowledge systems and staff training in one written scope with one accountable lead.
When several fixes belong together, a bundle combines redesign, builds, knowledge systems and staff training in one written scope. One accountable lead, a working system at the end, and a team trained to run it.
How does an AI implementation project work?
An AI implementation project starts with a Safety Check or defined scope, then agrees acceptance criteria, builds and tests on real work, and hands over training and documentation.
- Safety Check or a defined scope first. The AI Safety Check is the default when the work is not already clearly scoped. A specific request starts with a written scope instead.
- Fixed scope, written down. What will be built, what done looks like, and how the work will be checked.
- Build and test on real work. Actual documents, intake and workflows, not a sample dataset.
- Handoff and training. Staff learn to run what was built. The firm keeps the configuration and documentation.
- Ongoing help if wanted. Managed Safe AI keeps controls current. AI Operations Partner is the monthly retainer for ongoing workflow improvement.
What is out of scope?
AI implementation excludes legal advice, independent audit opinions, consumer accounts, an in house security operations centre and work without an agreed written scope.
- Legal advice, compliance certification or independent audit opinions
- Consumer or personal AI accounts for firm work
- An in house security operations centre
- Open ended work without a written scope
- Unapproved tools or data that the firm's rules prohibit
Should a firm buy software or build something custom?
A firm should buy and configure an existing tool when it fits, with custom work reserved for gaps or connections between systems already owned. The written scope establishes that choice before build work starts.
Buy and configure an existing tool when it fits. Most business problems are solved that way. Custom work is for the gaps: when no product matches the process, or when connecting systems the firm already owns is the whole job. The written scope says which is which before build work starts.