San Diego AI Consultancy

Your business doesn't need
more software.
It needs a strategy.

We help San Diego's small and mid-sized businesses cut through the noise — identifying where AI creates real operational value, then building and deploying systems that work inside your actual workflow.

40+
San Diego businesses served
12 wk
Median time to first deployment
$0
Cost for initial strategy session
AI Strategy Roadmaps Workflow Automation Custom LLM Integrations Document Intelligence Ops Dashboard Build-out Staff AI Training Vendor Evaluation Data Pipeline Design AI Strategy Roadmaps Workflow Automation Custom LLM Integrations Document Intelligence Ops Dashboard Build-out Staff AI Training Vendor Evaluation Data Pipeline Design
What we do

Six engagement types.
One clear outcome.

SVC-001

AI Readiness Assessment

We audit your current tooling, data assets, and team workflows to pinpoint where AI creates leverage — and where it doesn't. No vendor agenda. No sales pitch.

Strategy
SVC-002

Process Automation

Document routing, intake triage, invoice processing, customer comms — we identify high-volume repetitive work and build automations your team can actually maintain.

Implementation
SVC-003

Custom AI Tooling

When off-the-shelf doesn't fit, we build internal tools: knowledge bases, ops assistants, client-facing chatbots, and report generators scoped tightly to your data.

Build
SVC-004

Vendor Selection & Integration

Navigating AI vendor claims is genuinely hard. We evaluate tools against your specific use case, negotiate contracts, and handle the integration work end-to-end.

Advisory
SVC-005

Team Enablement

Practical, role-specific training built around the tools you're deploying. Not generic AI literacy — your actual system, your actual team, your actual work.

Training
SVC-006

Fractional AI Leadership

Not ready for a full-time AI hire? We embed as a part-time technical partner — attending standups, owning the roadmap, and holding vendors accountable on your behalf.

Ongoing
Who we work with

Sector-specific experience
across San Diego's economy.

Healthcare & Clinics

Prior auth workflows, patient intake, scheduling optimization, and HIPAA-compliant document handling.

Legal & Professional Services

Contract review acceleration, matter intake automation, and client-facing knowledge tools.

🏗 Construction & Real Estate

Bid generation, subcontractor comms, permit tracking, and field reporting summarization.

🛒 Retail & Hospitality

Inventory forecasting, review management, shift scheduling, and customer experience tooling.

Engagement model

From first call to
running in production.

  • STEP 01 Discovery call
  • STEP 02 Ops audit
  • STEP 03 Strategy delivery
  • STEP 04 Build & integrate
  • STEP 05 Handoff & support

Discovery call — 45 minutes, no charge

We learn your business: what you sell, how you operate, where your team spends time, and what's broken. We come with specific questions, not a generic intake form. You leave with a clear sense of whether AI is the right lever for your current problems.

Problem definitione.g. "Our intake team spends 6 hours/day manually routing faxed referrals to the right provider queue." Fit/no-fit assessmente.g. "AI fits here — structured document classification with a clear decision tree. Not a good fit for your compliance reporting yet — too unstructured." Next-step recommendatione.g. "We recommend a 2-week ops audit focused on your referral routing and prior auth workflows. Estimated project scope: 8–10 weeks."

Ops audit — 2 weeks on-site and remote

We shadow your team, map your actual workflows (not the org chart version), and document every data touchpoint. We're looking for bottlenecks, repetition volume, data availability, and integration surface area. This isn't a questionnaire — it's fieldwork.

Workflow mape.g. A visual diagram showing every step, handoff, and decision point in your current process — who touches what, when, and why. Data inventorye.g. "You have 3 years of referral PDFs in a shared drive, structured patient data in your EHR, and scheduling data in a separate system — all linkable." Automation opportunity scoringe.g. "Referral routing: HIGH (volume 200/day, structured data, clear rules). Prior auth follow-up: MEDIUM (volume 40/day, requires some judgment)."

Strategy delivery — written roadmap and live walkthrough

You receive a prioritized, scoped, costed AI roadmap. Each initiative is ranked by effort, estimated ROI, and implementation risk. We tell you exactly which tools to buy, which to build, and in what order. Nothing vague, nothing aspirational.

Prioritized initiative liste.g. "#1 Referral auto-routing (8 wks, high ROI). #2 Prior auth letter generation (6 wks, medium ROI). #3 Patient scheduling optimization (12 wks, medium ROI)." Build vs. buy recommendationse.g. "Buy: scheduling optimization (vendor X fits well). Build: referral routing (too specific to your workflow for off-the-shelf)." 12-month budget estimatee.g. "Build phase: $18K–$24K. Vendor licenses: $400/mo. Ongoing support (optional): $2,200/mo. Total year-one: $28K–$35K."

Build & integrate — sprint-based, milestone-gated

We run focused 2-week build sprints with clear deliverables before each payment. You get working software at every milestone, not PowerPoints. We use your existing tools where possible — we're integrating into your ops, not replacing them.

Working demo at each sprinte.g. Every two weeks you see the system processing real referrals from your queue — not a mockup, not a slide deck. Integration testinge.g. We test against your actual EHR, your actual fax ingest, and your actual provider directory — in a staging environment before going live. Staff acceptance testinge.g. Your intake team uses the system for a full day alongside their normal process. They flag anything that feels wrong before we deploy.

Handoff & support — 90 days post-deployment

Deployment isn't the end. We document everything, train your team on ownership, and monitor system health for 90 days. If something breaks or needs adjustment, we fix it. After 90 days, you own it completely — or retain us on a fractional basis.

Runbooks & documentatione.g. Step-by-step guides for your team: how to handle edge cases, restart services, update routing rules, and escalate issues. Admin traininge.g. Two 90-minute sessions with your ops lead covering system admin, configuration changes, and troubleshooting common issues. 90-day monitoringe.g. We watch error rates, processing times, and accuracy daily. If the system degrades or a new edge case appears, we fix it — no extra charge.
"We spent two years looking at AI tools and couldn't get anything to actually work inside our billing workflow. sdai.dev spent three weeks with us and had a running system in eight. It's handling 60% of our prior auth correspondence without staff involvement."
LM
Linda Morrow Operations Director — Pacific Coast Orthopedic Group, Chula Vista
Engagement pricing

Transparent scope.
No retainer traps.

Foundations

For businesses that need a clear-eyed assessment before committing to anything. We deliver a written strategy, not a pitch deck.

$4,800
one-time · delivered in 3 weeks
  • 45-min discovery call
  • 2-week ops audit (remote)
  • Written AI strategy document
  • Live strategy walkthrough session
  • Tool & vendor shortlist
  • 30-day async Q&A support
Start with Foundations
Fractional AI Partner

Ongoing embedded support. We attend your standups, own the AI roadmap, and build continuously across quarters.

$5,500
per month · min. 3-month term
  • Weekly embedded working sessions
  • Roadmap ownership & prioritization
  • Vendor negotiation & management
  • Continuous build sprints
  • Staff AI skill development
  • Monthly exec briefing
Explore partnership

The first conversation
is always free.

Leave your email and we'll schedule a 45-minute discovery call within two business days. No sales deck, no demo. Just a direct conversation about whether AI is the right move for your business right now.

Based in San Diego · Response within 2 business days