Seven questions, five minutes. You own the hardware and the electrons. SideGuy owns the setup, wiring, retrieval, permissions, and maintenance. This checklist tells both of us whether that trade makes sense — before anyone spends a dollar.
Panels on the roof means your AI runs on electrons you already paid for. Not required — SDG&E works too, it just costs more per answer.
Client records, patient data, case files, financials, CUI. This is usually the reason cloud AI is off the table in the first place.
Be honest — "a mix of everything" is the most common answer and it's fine.
The real daily stuff: drafting letters, summarizing case files, answering "where is X," intake forms, chart notes, contract review.
Name the files or data that must not touch a cloud service, ever. That boundary is what we design around.
You own the box — that's the point. One-time cost, no per-seat rent, typical range $2-6k depending on what the workflows need.
Somebody has to keep it updated, backed up, and talking to your other tools. That's the part SideGuy doesn't leave after.
Everything stays on this page until you hit send. No email gate, no list, no funnel — the message below goes straight to PJ's phone and he answers it himself.