Problems solved. Systems built.

Professional services firms share sensitive client documents constantly — tax returns, legal opinions, audit reports, financial statements, engagement letters. The default method is email attachments and shared drives. Once a file leaves the firm that way, control over it is gone entirely. It can be downloaded, forwarded, printed, and redistributed without the firm's knowledge. For firms with confidentiality obligations and compliance requirements, that's an unacceptable operational risk.

DocSentry is a self-hosted secure document portal purpose-built for professional services firms. Documents are rendered server-side as secured images — the raw PDF file never reaches the client's browser, device, or cache. Every rendered page is watermarked dynamically with the viewer's name, session identifier, IP address, and timestamp, burned directly into the image. If a document is ever shared externally, it is traceable to the exact session that viewed it.

Access is controlled through role-based authentication — admins manage documents and users, clients see only their own files. Every page view is logged to a tamper-evident audit trail capturing username, document, page number, IP address, and timestamp, exportable as CSV for compliance reviews or regulatory audits. Sessions are cryptographically scoped and time-limited. No document is ever accessible without authentication.

DocSentry may be used as a hosted SaaS offering or via the firm's own infrastructure with no third-party document processing services. For organizations requiring complete data sovereignty, it is available as a Virtual Private Cloud deployment running entirely within the firm's own secure cloud environment.

Available as a hosted SaaS starting at $99/month, or as a self-hosted Virtual Private Cloud deployment for organizations that require complete data sovereignty. SaaS setup fee $299.

Inbound calls were going unanswered outside office hours. Leads called once and moved on to the next option on their list. Staff were spending significant time on repetitive intake questions that didn't require human judgment — time that could have been spent on billable work.

A 24/7 Voice AI receptionist handling inbound calls in real time, qualifying leads, answering common questions, and booking appointments directly into the calendar. Urgent situations are automatically escalated to a live person. The system handles the full intake conversation naturally without putting callers on hold or sending them to voicemail.

An organization managing sensitive case data for vulnerable populations needed AI capabilities for internal workflows but couldn't use standard cloud AI tools without violating confidentiality obligations. Their data could not travel to third party infrastructure under any circumstances.

A formal assessment and deployment proposal comparing two private AI paths — a managed private cloud deployment versus a fully on premise open source LLM installation. Each option was scoped specifically around the organization's data sensitivity, technical capacity, and budget constraints, with full cost, risk, and operational tradeoff analysis delivered for both.

Residents navigating permit and license applications were flooding municipal staff with repetitive questions — what forms to file, what fees apply, what the process looks like. Staff time was being consumed by inquiries that didn't require human expertise, pulling attention away from work that did.

A RAG based AI assistant prototype trained on municipal permit and license documentation. The system answers resident questions in plain language, surfaces the correct forms, and walks through process steps without staff involvement. Built as a proof of concept to demonstrate measurable impact before full deployment commitment.