besaforge

Agent-ready operations for small regulated firms.

Your staff already use AI tools on client work. We find where client data actually flows, write the policy your bar or regulator expects, and put one agent to work with a person in the loop.

Start with 15 minutes Free domain check

What we do

Three fixed-price steps. Each one stands alone.

Step 1

2–3 weeks

Confidentiality & AI readiness audit

  • An inventory of every AI tool staff actually use
  • A map of where client data flows across email, documents and practice systems
  • Each AI vendor's terms reviewed: training on your data, retention, breach notice
  • A written generative-AI policy with an approved-tool list and human-review rules
  • A risk assessment in the format your insurer and regulator expect
  • A one-page 90-day plan naming the first workflow and its baseline number

Step 2

4–6 weeks

First-workflow sprint

  • One agent in production inside a harness your staff control
  • A person approves anything that goes out
  • A written runbook
  • Logging to your own archive
  • A weekly report of volume handled and hours returned
  • A 30-day tuning period and a rollback path

Step 3

Monthly

Managed service

  • Monitoring and tuning of deployed agents
  • New-tool vetting before staff adopt them
  • Quarterly policy and risk-assessment refresh
  • A monthly readiness report in four numbers: the share of inbound requests arriving structured, of top workflows with a runbook, of actions logged, and of agent actions completed without human correction
  • Incident response on call

Fixed prices for firms of 5–20 professionals, quoted after a fifteen-minute call.

Who it's for

  • Law firms

    ABA Formal Opinion 512 makes each lawyer responsible for the AI tools used on client matters. We turn that into a policy, an approved-tool list and an intake agent that answers in minutes.

  • Tax and CPA practices

    The FTC Safeguards Rule requires a written information security plan, attested at PTIN renewal on Form W-12. We write one you can stand behind and put document-chasing on an agent before busy season.

  • Insurance agencies in New York

    23 NYCRR Part 500 puts twelve items behind the April 15 certification, and every AI tool staff use is a third-party service provider in the risk assessment. We get the filing ready to sign and certificate requests handled.

What we will not automate

Legal judgment, client advice, court filings without attorney sign-off, anything that moves money, and anything you ask us not to.

A free check, no call needed

Whether a domain can be impersonated by email is visible in public DNS in under a minute. Send us yours and we will tell you what we found and how to fix it, whether or not we ever talk.

Check my domain

Fifteen minutes by phone is enough to tell whether this applies to you.

If it does not, we will say so on the call.

Start with 15 minutes