Find the drag
Keep a current list of recurring tasks, bottlenecks, tools, owners, and decisions that must stay human.
The starting point
Start with an AI Assessment.
Bring one recurring workflow. We examine how the work moves now, where AI may or may not help, and what should remain under human control before anyone commits to a larger build.
- Map the current pathInputs, hand-offs, decisions, tools, delays, and final authority.
- Name the boundaryData, access, review, release, and risks that shape a responsible approach.
- Choose a useful next stepA concrete recommendation your team can use even if the work stops there.
Tangible first result A useful assessment record and next-step recommendation before any recurring relationship or focused implementation is proposed.
Privacy and IT engagement preflight
Agree on the boundary before any workflow moves.
Before work begins, the client and rTech document the operating conditions for the specific engagement.
- Data classificationIdentify what data is in scope, sensitivity, and any information excluded from the lane.
- Approved tools and accountsRecord which client-authorized tools, accounts, and environments may be used.
- Data travelMake visible where information begins, moves, is processed, and returns.
- Access ownerName the client owner for access approval, changes, and removal.
- Retention and deletionAgree what is retained, where it lives, and how retirement or deletion is handled.
- Human release authorityName the person who may approve, send, publish, or otherwise release output.
- Escalation contactsRecord operational, privacy, and IT contacts for questions, exceptions, or incidents.
Client authorization owns accounts, data, and professional decisions. rTech does not guarantee outcomes, suitability, availability, or regulatory results.
Recurring next step
AI Concierge keeps useful work moving.
When the assessment identifies ongoing work worth tending, Concierge provides a scoped, done-with-you relationship anchored to named workflows and visible control points.
Meet around the process
Inspect one real workflow, simplify it, and choose the smallest useful change worth testing.
Adapt a proven kit
Start from the closest rTech kit when it fits, then tune inputs, rules, review points, and hand-off.
Keep a question lane
Bring focused questions and friction between working sessions through the engagement's agreed channel and scope.
Maintain the receipt
Keep a private, plain-language log of what changed, what remains open, and what the team now owns.
Audit, improve, adapt, document, repeat. The concierge is designed for capability transfer. Your team works alongside rTech, sees how the system is assembled, and keeps the files and operating record.
Secondary focused work
Survey. Prove. Install. Tend.
For a defined implementation project, each stage produces something useful on its own and narrows the risk of the next investment.
Workflow mapping
Observe one recurring process and identify inputs, decisions, exceptions, custody, review, and final authority.
Leaves behind
A workflow map, issue register, authority matrix, and recommendation on whether AI belongs in the process.
Controlled prototype
Build the smallest working path with sample or appropriately handled data, explicit stop points, and fallback behavior.
Leaves behind
A testable prototype, scenario set, review checklist, and documented limitations.
Implementation
Fit the proven workflow to the chosen environment and train the people responsible for operating it.
Leaves behind
The working system, ordinary source files where applicable, an operating manual, and a hand-off session.
Review and refinement
Inspect actual use, edge cases, and tool changes without quietly expanding the workflow's authority.
Leaves behind
An updated runbook, change record, and a decision on what to keep, modify, or retire.
A project can stop after any useful stage. The files, decisions, and operating map remain yours.
Other focused paths
Use a narrower tool when the assessment points there.
These are secondary to the assessment and are scoped only when they fit the actual workflow.
Defined workflow work
Map, prove, install, or refine one bounded process with an explicit hand-off.
Use when
The problem and ownership boundary are clear enough for a discrete project.
Panel AI
Use a structured panel exercise to test a question, perspective, or decision before treating it as evidence.
Use when
The team needs disciplined exploration, with assumptions and human judgment kept visible.
Workflow kits
Start from a focused, inspectable workflow pattern and adapt it to the team’s approved inputs and controls.
Browse
Review the available kits without treating a kit as a substitute for fit, review, or implementation judgment.
First controlled vertical
Law firms make the control points impossible to ignore.
The same discipline applies to other document-heavy businesses.