THE ANSWERS ARE ALREADY IN YOUR SYSTEMS
Your numbers live in your accounting system, CRM, spreadsheets, project
software and inboxes. We bring them together so you can see the whole
business in one place and act on it.
• None of your systems connect, so a clear picture of the business takes days
• Decisions get made on gut feel instead of your own numbers
• Your team loses hours every week re-typing, chasing, copying and checking
• Connect your data once, and AI can answer questions, automate work and flag problems
• No expensive consulting project and no added headcount
• Built inside secure, compliant walls, so it doesn’t create a new risk
WHAT AI DOES WITH YOUR CONNECTED DATA:
GUARDRAILS COME FIRST:
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AI For AEC Firms
Move faster without losing control of your drawings, schedules and client data. AI works from your own project history, and your licensed professionals still review and seal the work.
Construction Administration
Keep pace with contractor RFIs and submittals. AI pulls the relevant drawings, specs and history together so your team can review and respond faster.
Business Development
Start proposals and project resumes from your own past work, and find past projects by description in seconds.
Knowledge & Operations
Search decades of project history and firm know-how in one place, and take routine back-office work off your team.
Proven foundation: an AEC firm that moved to IronOrbit INFINITY Workspaces on NVIDIA GPUs saw 3x faster rendering and 40% fewer support tickets.
TAKE REPETITIVE WORK OFF YOUR TEAM
AI handles the tasks that happen the same way every week, based on rules you set. Unlike older automation, it can read messy inputs like emails, PDFs, scanned forms and free-text notes, not just clean data.
Data entry
Reads invoices, purchase orders, receipts, forms and emails and puts the information into the right system, so nobody re-types it.
Keeping systems in sync
When a customer, order or job changes in one system, it updates everywhere else.
Hand-offs
Moves work to the next step without anyone pushing it: a signed quote goes to scheduling, a finished job goes to billing, a new order goes to purchasing.
Approvals
Routes requests like expenses, purchases, time off and discounts to the right person, reminds them and records the decision.
Follow-ups and reminders
Sends payment reminders, quote follow-ups, renewal notices and appointment confirmations on schedule.
Recurring reports
Builds and sends weekly and monthly reports automatically, so nobody spends Friday afternoon on them.
Matching and checking
Matches invoices to purchase orders and payments to invoices, and flags anything that doesn’t line up.
Onboarding and offboarding
Sets up or shuts down a new employee’s or customer’s accounts, paperwork and access in the same steps every time.
Request sorting
Reads incoming emails, requests and service tickets, sorts them by type and urgency and sends them to the right person.
QUESTIONS TO ASK BEFORE USING AI
Connected data needs rules around it. Otherwise your most sensitive information gets easier to leak, misuse or get wrong, and AI acting on bad data makes bad decisions faster. Here is what to ask, and how we answer.
Where does my data go?
When someone uses AI, does your data leave your control, get stored somewhere you don’t know about, or get used to train someone else’s product?
How we handle it: Your data stays inside an environment we manage and secure.
Who can see what?
AI shouldn’t show payroll to a sales rep or customer pricing to a temp.
How we handle it: AI only sees what each person is already allowed to see.
What is it allowed to do on its own?
Answering a question is one thing. Sending an email, changing a record or moving money is another.
How we handle it: Automation only does what you’ve approved, and a person signs off on anything that matters.
Can I prove what happened?
If a customer, auditor or contract requires it, you need to show who asked what, what the AI accessed and what it did or answered.
How we handle it: Everything is logged.
Does it follow the existing rules ?
Client contracts, confidentiality obligations, industry regulations and privacy laws still apply. Using AI doesn’t excuse anyone from them.
How we handle it: Policies are built around your client agreements and the requirements your business already follows.
Can I trust the answer?
Decisions shouldn’t rest on a confident wrong answer.
How we handle it: Important numbers trace back to the source.
A Clear Path To Results
DISCOVERY
We map your workflows, systems, and data sources so everyone is aligned from day one.
PRIORITIZATION
We rank use cases by value and feasibility. You decide what gets built first.
SCOPING
We define the data access, connectors, and effort needed for your top priority.
BUILD & REFINE
Our engineers build alongside your team, test with real users, and refine until it works.
AI Governance Led By Our vCISO Practice
ONE-TIME SETUP
We learn your business and obligations, assess where you stand, and build your initial AI policy set.
ONGOING ADVISORY
We keep policies current as your AI use grows and track regulatory change and emerging risk for you.
ANY AI, ONE FRAMEWORK
Tools you adopt and tools you build in-house are both covered from day one.
BUILT TOGETHER, OWNED BY YOU
Policies are customized with your team, so they fit how you work and stay yours to run.
TALK TO OUR EXPERTS TODAY!
Schedule a consultation by filling out the contact form below or call us at (714) 777-3222
