Tool Selection & Safe Setup
Thinking about an AI tool? Let's make sure it's safe before you commit.
A vendor is pitching you something with "AI" in the name, or your team wants to adopt a tool they've heard about. The hard part isn't picking a tool — it's knowing whether it's safe for the kind of information your office holds, and setting it up the right way from the start.
Who it's for
Any office without an IT department that's about to adopt an AI tool — an intake assistant, a documentation helper, a transcription service, a scheduling aid — and wants someone who knows what to look for to check it first.
What it is
A focused, practical review. I vet the tool for how it handles your data, whether your inputs are used to train someone else's AI, and what privacy protections its business tier actually offers. Then I help you set it up with the right guardrails, so it's safe on day one rather than something you fix later.
What you get
- A straight answer on whether the tool is safe for your office's information
- A review of the tool's data handling, training settings, and privacy tiers
- Help configuring it with sensible guardrails from the start
- A clear recommendation: adopt, adopt with conditions, or steer clear