AI Integration Depth

AI integration with your existing platforms, named publicly

AI integration wires a language model to the data that already sits in the platforms you run: Epic, Clio, Yardi, NetSuite, Guidewire, iManage, QuickBooks, AppFolio. Most integration work hides its approach behind a sales call. We map ours up front instead: Epic FHIR, Clio's Pulse SDK, Yardi feeds, NetSuite REST, Guidewire's APIs, iManage's Universal API.

We document the auth model, the rate limits, and the gotchas. The next firm that reads those notes does not pay tuition to learn them again.

The goal is to make your existing platforms AI-ready without ripping out the legacy systems you already paid for.

When to talk to us

• You have AI models or LLMs in your stack, but they cannot see the real data sitting in Epic, Clio, Yardi, Guidewire, NetSuite, or QuickBooks.
• You tried to build an integration in-house and hit rate limits, auth quirks, or data model mismatches.
• You want a Cursor MCP or Claude Desktop MCP server for one of your platforms (Model Context Protocol), so your IDE or AI assistant can query it directly.
• You are rebuilding a workflow that needs to read from several platforms at once: Epic plus claims plus billing, or Clio plus iManage plus Westlaw.
• You want a vendor-neutral RAG layer over your platforms instead of locking into one vendor's "AI for [platform]" product.

Platforms we build integrations for

What you get

Three project tiers plus an ongoing retainer.

Single platform integration

Connect one of your platforms to a language model with proper auth, error handling, and observability.

What's included:

• Auth setup (OAuth, SAML, API keys, BAA where required).
• Data extraction layer (FHIR endpoints, SuiteScript hooks, webhooks, polling, and so on).
• A RAG layer over the platform's data: embedded, retrievable, and citation-traced.
• Up to 5 query patterns, documented and tested.
• Sandbox testing and a parity check against production.
• Code in your repo, running in your environment.

Multi-platform integration

For agents or workflows that need data from 2 to 3 platforms at the same time. One example: Epic plus claims platform plus scheduling for a prior-auth workflow. Another: Clio plus iManage plus Westlaw for a matter-intake workflow.

Everything in Single platform integration, plus:

• 2 to 3 platforms integrated with a shared RAG layer.
• Cross-platform data reconciliation. The same patient might be identified differently in Epic than in the claims system, so we model that explicitly.
• Unified observability across all platforms.
• Up to 12 query patterns, documented and tested.
• 4 weeks of post-launch tuning.

Custom MCP server build

For organizations that want to expose an internal platform to AI assistants (Claude Desktop, Cursor, custom agents) through the Model Context Protocol.

What's included:

• MCP server implementation per Anthropic's published spec.
• Auth and permission scoping per user.
• Tool definitions and resource templates for your platform's primary use cases.
• Security review: prompt injection defense, output validation, rate limiting per caller.
• Open-source or private deployment, your choice.
• Documentation: how to use it, how to extend it, how to operate it.

Ongoing integration retainer

For projects that have shipped. It keeps integrations alive as vendors change.

What's included:

• Vendor change tracking: when Epic deprecates a FHIR endpoint, when NetSuite changes auth, when Clio updates the Pulse SDK.
• Same-week response when an integration breaks.
• Up to 3 hours of integration tuning per month.
• A 1-hour quarterly architecture review.

Payment terms

50 percent on contract signing, 25 percent at midpoint, 25 percent on acceptance. INR pricing available on request for India-based clients.