New Service

AI is Here.
Is Your Business Ready?

Your staff are probably already using AI with company data. We find out what has access to your email and files, close the gaps, then help you put AI to work safely.

Check What AI Can See See Pricing
6 hrs/week
Avg. time saved per employee after implementation
ROI in 90 days
Most clients see measurable ROI within 90 days
3 industries
Medical, legal, and accounting served in Central Florida
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What can AI already see in your business?

More than most owners expect. When an employee signs in to ChatGPT, a meeting recorder or an automation tool with their work account, Microsoft 365 can let them grant that app access to their mailbox, their files or the company’s SharePoint, often in two clicks and without IT knowing. The first step is not buying AI. It is finding out what already has access, and deciding what should.

We ran this check on our own company first. It found ChatGPT with permission to read every file in our Microsoft 365, granted by a single user, and a setting that let any employee hand out that kind of access. We removed the access and closed the setting the same day.

An AI exposure check looks at three things, as facts rather than opinions:

  • Whether ordinary employees can grant apps access to company data at all, or whether an administrator has to approve it
  • Which AI tools, meeting recorders and automation services are already connected
  • Exactly what each one can read or change: mail, files, SharePoint, calendars, Teams chats

If your setup is already locked down, we will say so plainly. If it is not, the fix is usually a policy change and an approval process, not a ban on AI. For the questions staff ask most, see can employees use ChatGPT with company data? and is an AI note-taker legal in Florida?

Our Process

AI Consulting Services: From Assessment to Automation

Most businesses know their technology needs improvement, but they don’t know where to start or what to prioritize. Without a clear IT roadmap, companies waste money on the wrong tools, fall behind on security, and make reactive decisions that cost more in the long run. Our IT consulting services help you build a strategic technology plan – from infrastructure assessments and vendor evaluation to AI readiness and digital transformation.

1

AI Readiness Assessment

We audit your current tools, workflows, and data to find your top three AI opportunities. We map what’s possible against what’s practical for your size and budget.

Deliverable: Written roadmap with ROI estimates
2

Implementation

We set up and configure your AI tools — Microsoft Copilot, workflow automation, AI-enhanced CRM. We handle all the technical work so your team doesn’t have to learn it from scratch.

Deliverable: Configured tools + staff training session
3

Ongoing Management

Monthly monitoring, staff training, and optimization reviews. As AI tools evolve — and they evolve fast — so does your strategy. You stay current without lifting a finger.

Deliverable: Quarterly strategy review + monthly reports
Who It’s For

AI Consulting for Every Industry We Serve

We know your workflows, compliance requirements, and pain points. Our implementations are built for your context.

Medical Practices

  • Schedule automation and appointment reminders
  • AI-assisted charting and clinical documentation
  • Patient communication workflows
  • HIPAA-compliant AI tools only — no exceptions

Law Firms

  • Document drafting and contract review assistance
  • Client intake automation and scheduling
  • Legal research summarization tools
  • Secure, attorney-client privilege aware tooling

Accounting Firms

  • Tax prep workflow automation and data extraction
  • AI-powered client portal and communication
  • Automated report generation and review
  • Compliance monitoring and audit trail logging

General SMB

  • Email triage and response drafting automation
  • Customer service and sales chatbots
  • Automated follow-up sequences for leads
  • AI-generated reports and business dashboards
Microsoft Partner

Deploy Microsoft Copilot
Across Your Business

Microsoft Copilot for Microsoft 365 brings AI directly into the apps your team already uses — Outlook, Teams, Word, Excel, and PowerPoint. We handle licensing, deployment, and adoption so you see results fast.

Email drafting and summarization Let Copilot draft replies and summarize long threads in seconds
Meeting summaries and action items Copilot attends, summarizes, and extracts follow-ups automatically
Data analysis and insights in Excel Ask questions of your data in plain English, get charts instantly
Document and report generation First drafts of proposals, policies, and reports from a simple prompt
Microsoft Copilot
Connected to your Microsoft 365
Summarize my last 5 unread emails and flag anything urgent.
Sure. You have 2 urgent items: A contract renewal from Davis Legal due Friday, and a server alert from your monitoring system. The other 3 are newsletters and a team update. Want me to draft a reply to Davis Legal?
Yes, professional tone. Confirm we’ll review by Thursday.
Draft ready: “Dear Davis Legal team, thank you for the renewal notice. We will complete our review by Thursday and follow up promptly…”
Ask Copilot anything…
Transparent Pricing

Simple Packages, Real Results

No long-term contracts required on our assessment. Upgrade to managed AI whenever you’re ready.

Copilot Pricing: Microsoft 365 Copilot is 0 per user per month, added to your existing Microsoft 365 license. For a 20-person office, that is 00/month – and businesses are seeing 132-353% ROI over three years. We handle the full deployment: license provisioning, user training, workflow configuration, and ongoing optimization. Unlike ChatGPT or standalone AI tools, Copilot works directly inside Word, Excel, Outlook, and Teams – where your team already works.

One-Time

AI Readiness Assessment

$ 997
one-time fee — no commitment to continue
Complete audit of tools and workflows
Written AI roadmap with top 3 opportunities
ROI estimates for each recommended tool
2-hour strategy session with our AI team
No obligation to proceed further
Book Assessment
Most Popular
Project

AI Implementation

From
$2,500
per project — scoped to your needs
Setup and configuration of chosen AI tools
Microsoft Copilot deployment and licensing
Staff training and written documentation
30-day post-launch support window
Assessment credit applied if bundled
Get a Quote
Monthly

Managed AI

From
$499/mo
cancel anytime — no long-term contract
Monthly monitoring and optimization of all AI tools
Quarterly strategy reviews and new tool evaluation
Staff retraining as tools update and evolve
Priority support for AI-related issues
Monthly AI usage and ROI report
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Common Questions

AI Consulting FAQ

Straight answers about what AI can and cannot do for your business.

Do I need technical staff to use these AI tools?
No. We handle all setup, configuration, and integration work. Your team receives hands-on training and written guides tailored to their specific role. Most employees are comfortable within their first week. We’re also available for ongoing questions and retraining as tools update.
Is Microsoft Copilot worth it for a small business?
For most businesses we work with, yes. The productivity gains typically offset the licensing cost within 60–90 days. That said, it depends on how your team uses Microsoft 365 today. Our assessment will give you an honest answer before you commit to anything.
Will AI replace my employees?
No. AI tools amplify what your team can do — they handle repetitive, time-consuming tasks so your people can focus on higher-value work. Think of it as giving each employee a capable assistant that handles the grunt work. The businesses winning with AI aren’t replacing people; they’re making smaller teams more effective.
Is my data safe with AI tools?
We only recommend and implement AI tools with enterprise-grade security — no free consumer apps, no tools that train on your data without consent. For medical and legal clients, we exclusively use HIPAA and SOC 2 compliant tools, and we document the compliance posture of every tool we deploy.
How long does implementation take?
Typically 2–4 weeks from assessment to go-live, depending on scope. The assessment itself takes about a week. Configuration and training runs another 1–3 weeks based on the number of tools and users involved. We give you a timeline before any work begins so there are no surprises.

Ready to Put AI to Work
for Your Business?

Book a free 30-minute AI Readiness Call. We’ll identify your top AI opportunities and give you an honest assessment of what’s worth pursuing — no obligation, no technical knowledge required.

Book Free AI Readiness Call (321) 221-7117
No obligation · No technical knowledge required · Results in 30 minutes

FREE 2-MINUTE ASSESSMENT

Is Your Business Ready for AI?

10 questions. 2 minutes. Get a custom AI readiness profile showing exactly where AI can save you time and money.

Take the Free AI Assessment →

Want AI support every month? Our Growth + AI plan ($199/user/month) includes Microsoft Copilot, one active automation, monthly optimization, and full managed IT. See Monthly Plans →

Industry Resources

CompTIA

Industries We Serve

HealthcareConstructionSmall BusinessProperty Management
How We Approach It

Most IT companies keep your computers running. We do that, and automate the work happening on top of them.

There is a version of AI consulting that means installing a chatbot and sending an invoice. That is not what this is.

We built AI into our own operations before recommending it to anyone. Ticket triage, monitoring, reporting and follow-up at iTech Plus run through automation we built and maintain ourselves. When we tell you an AI workflow is worth the effort, it is because we are running it. When we tell you one is not ready, that is the same answer we gave ourselves.

That is also why we start with an assessment rather than a product. Most businesses have two or three processes where automation pays for itself quickly, and a longer list where it would cost more than it saves. Knowing the difference before you spend anything is the entire value of the first conversation.

Start here
AI Readiness Assessment
Where automation would actually pay off in your business, and where it would not.
Free, no signup wall
AI for Contractors
Six modules of workflows you can run yourself, whether or not you ever call us.

If Someone Is Going to Ask How You Govern It

Security questionnaires now ask about AI. So do insurers, and increasingly so do the enterprises your clients sell to. Adopting AI without a governance answer is how a deal stalls late.

NIST AI Risk Management Framework → ISO 42001 Certification & AI Governance →

NIST is voluntary and self-attested, roughly six to ten weeks of work. ISO 42001 is certifiable by a third party and a longer road. Most small businesses start with NIST and only pursue ISO when a customer contract requires the certificate.

Further reading

Can employees use ChatGPT with company data?

Is it legal to use an AI note-taker in Florida?

On AI

Can employees use ChatGPT with company data?

One of the questions we field most: which Microsoft 365 licence you actually need before Copilot will work. Which M365 licence is required for Copilot.

AI consulting in Central Florida: straight answers

Including where AI is the wrong thing to spend money on right now.

What does an AI consultant actually do for a small business?

Three things, in order: work out what you are already exposed to, pick one or two tools worth standardising on, and put rules around them so staff know what is allowed. Most of the value is in the first and third. The tools are the easy part and rarely the reason a rollout fails.

Where do you work?

We are based in Haines City and work across Polk and Osceola daily — Lakeland, Winter Haven, Kissimmee, Davenport, St. Cloud, Celebration — and into Orange County on a planned basis, including Orlando. Almost all AI work is remote, so distance matters far less here than it does for hands-on support.

What would you do first?

Run an exposure audit against your Microsoft 365 tenant. It reports which AI tools already hold access to your email, files and calendars, exactly what each can reach, and who approved it. It takes about ninety seconds. We ran it on ourselves first and found ChatGPT able to read every file we owned — that story is here.

How much does AI consulting cost?

The exposure audit and the first conversation cost nothing. Ongoing AI work sits inside our managed plans — $199 per user per month for the Growth + AI tier, $299 for Full Stack. If all you need is the audit and a policy, take those and go; plenty of businesses do exactly that.

Do we need an AI policy?

If staff are using AI at all, yes — and it should be one page, not twenty. A policy nobody finishes reading is not a control, and one that just says “do not use AI” pushes the activity onto personal accounts where you cannot see it. Ours is free to copy.

Is our data safe if we use AI?

It depends almost entirely on the account, not the tool. The same product on a personal sign-up gives you no retention terms and no oversight; on a business tier you get data-handling terms, admin control, and inputs excluded from training. That distinction is the single most useful thing to get right.

We are in a regulated business. Does that change things?

Yes, and the specifics matter. Medical and dental practices need a vendor agreement before anything touches patient information. Tax and accounting firms should know that running client return data through a general AI tool is a section 7216 disclosure. Law firms carry confidentiality, competence and supervision duties — covered here.

What if we are not ready for AI?

That is a legitimate answer and we will say so. If your backups have never been tested or half the office shares one login, AI is not your next problem. We would rather fix the foundation and come back to this than sell you something that sits unused.

Ask us anything on this list — (321) 221-7117, Monday to Friday, 8am to 6pm.