Fast & Focused
Traditional rollouts take months of discovery before anything ships. We run tight, focused sprints, delivering a working system in your hands in weeks, not months.
Secure and unified AI automation
Turn high-value workflows into secure AI systems that scale.
BROCO Tech.ai builds secure, unified AI automation for growing businesses: one integrated platform for every tool and workflow, turning data into smarter decisions that scale.
What we build
Eight capabilities. One platform.
These are the areas the work falls into. None of it is sold as generic software: each is built around the workflows your business actually runs. Most engagements start with one and grow into the next.
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Decisions in minutes, off numbers you can actually trust. We connect the systems your numbers live in and put one current picture in front of leadership. Reporting that costs days of assembly runs on its own, and the forecast updates as the business moves. Ask a scenario question and get the answer in the meeting rather than after it.
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Close faster, collect sooner, stop guessing at cash. We connect accounting, banking, billing and purchasing so the numbers reconcile themselves. Invoice capture, approval routing and month-end matching run automatically, and your team works exceptions instead of every line. Your cash position is current instead of a month behind, which means you can still act on it. The hours this gives finance back are the easiest return in the business to measure.
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Your team's best answer, available to everyone, in seconds. We turn your policies, procedures, contracts and project history into a governed knowledge base your team asks in plain language. Every answer cites its source, and permissions decide who sees what. The question that used to cost an interruption now answers itself. New hires ramp on documented procedure instead of shadowing whoever is least busy, and the expertise stays when the person leaves.
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The work runs itself. Your people handle the exceptions. We automate the repetitive middle of delivery: intake, routing, scheduling, document handling, review and approval. Systems that never talked to each other now hand work off between them, with a named owner and a full record at every step. Documents get read, classified and filed without anyone touching them. You take on more volume without adding headcount, and quality stops depending on who picked up the job.
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Every customer gets your best response, every time, at any hour. We connect the records your team already keeps to the front door of your business, so status, answers and next steps are there the moment someone asks. Routine questions resolve immediately and accurately. Anything sensitive or unusual reaches a person fast, with the full history already in front of them. You keep the relationships you would otherwise lose to a slow reply.
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Nothing goes cold. Every lead worked the same way, every time. We connect your CRM, marketing, website and delivery systems so a lead is enriched, routed and followed up without anyone remembering to do it. Proposals and follow-ups draft themselves from data you already hold. You see which sources actually produce revenue while there is still time to fund them. Pipeline stops depending on who happened to have a good week.
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Security and audit evidence built in, not bolted on afterward. We build access control, approval trails, data handling rules and continuity into every workflow from the first day. The work itself produces your audit evidence, so the annual scramble disappears. Anomalies get flagged as they happen instead of at review time. We start here on every engagement, because one uncontrolled incident costs more than everything else on this list returns.
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Answers out of your own data, in seconds, with the source attached. We connect operational data across your systems and put it within reach of the people making decisions. Ask a question in plain language and get an answer with the record behind it, so the argument moves from whose numbers are right to what to do next. Patterns nobody can see by hand surface on their own, like where jobs stall and which customers are about to leave. New ideas run as scoped pilots against a defined measure, so good ones scale fast and expensive ones stop early.
We can design and deliver these on a Private AI Core you control. Private AI Core
Built in, not bolted on
Security is the ingredient, not the pitch.
Our founders spent their careers securing data for the intelligence community and the Department of Defense. That shows up as access controls, encryption, audit trails and documentation that are simply part of what we ship, so the system still stands up when your regulator, your insurer or your biggest client asks how it works.
- Role-scoped access
- Encryption in transit and at rest
- Audit trail on every action
- Documentation an assessor can read
- Private model hosting inside your boundary
- Healthcare
- HIPAACMS
- Financial
- SEC REG S-PFINRAPCI-DSS
- Government
- NIST 800-171
- Legal & property
- FINCEN RREALTASTATE BAR AI
- Cross-cutting
- NIST CSFGDPR
From workflow to core
From one workflow to your Private AI Core.
Progression by need, not by pitch.
Every organization starts somewhere different. One workflow. A dozen AI tools that do not talk to each other. Or their own models inside their own boundary.
We meet you where you are. The first workflow is designed so it can join a portfolio, and the portfolio so it can run on shared identity, knowledge and controls. When you are ready, we can design and deliver a Private AI Core around it.
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Tier 1 · Selective
Single workflow
We automate the process costing you the most time today, measured against a baseline from day one.
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Tier 2 · Core offering
Multiple workflows
We build and run several automations as one program, with shared patterns and one scorecard.
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Tier 3 · Strategic
System unification
We bring disconnected AI tools, agents and data onto one governed operating layer.
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Tier 4 · Flagship
Private AI Core
We can design and deliver your own models and knowledge inside a boundary you control.
Why us
The BROCO Blueprint.
Help organizations quickly transform with confidence.
Most companies bolt disparate AI applications onto their operations and end up with disconnected pilots that never scale. We implement unified AI solutions by following three iterative stages – Assess, Deliver and Govern. Everything we do is focused on speed to value.
This diagram is interactive. Select any stage or phase to read its description.
Our commitments
Four commitments, on every engagement.
Secure by Design
Security isn't a checklist we run after the fact. Access controls, encryption, and monitoring are built into the system from day one, not layered on later.
Unified Platform
Every tool and workflow runs on one integrated system, not a patchwork of disconnected point solutions. One platform, one source of truth.
Senior-Led Expertise
Not junior staff experimenting with AI prompts. Our senior consultants bring years of proven delivery experience and do the work themselves, not just oversee it.
Accountability
Every engagement carries our standing guarantee: Measurable ROI, or we keep working at no additional cost.
Who we work with
Professional firms where the work is the product.
Businesses that run on documents, deadlines, client data and handoffs between people, and where getting any of it wrong carries a real consequence. These are examples of where we work today rather than a closed list.
Legal
Family law · Commercial law · Employment law
Client intake, matter coordination and document assembly running on one system instead of five.
STATE BAR AI GUIDANCE
Healthcare
Skilled nursing · Dental practices · Medical practices
Admissions, clinical documentation and prior authorization, with the paperwork trail generated as work happens.
HIPAA · CMS
Financial services
RIAs · Broker-dealers · Insurance brokerage
Client onboarding, meeting records and vendor oversight captured once and reportable on demand.
SEC REG S-P · FINRA
Real estate
Development · Brokerage · Title and escrow
Transaction intake, disclosure tracking and investor reporting without the spreadsheet relay.
FINCEN · ALTA
Government
Defense contractors · Federal consulting · City & State Agencies
Proposal workflows, evidence collection and control documentation kept current instead of rebuilt each cycle.
NIST 800-171
Education
K-12 Education · School Administration · Tutoring & Supplemental learning · Student experience
Intake, records, scheduling and family communication running on one system instead of scattered tools.
The common thread is not the industry. It is professional work with regulatory exposure, high document volume and too many disconnected tools. If that describes your firm, the sector on the sign matters less than the workflow behind it.
An example of our work
Legal Command Center.
A legal operations system built for a family law practice and running in production today. Intake, matter coordination and document assembly on one platform, with role-scoped access and an audit trail behind every step. Your engagement would look nothing like this one, and that is the point: we build to the workflow in front of us.
SCREENSHOTClient intake queue
SCREENSHOTMatter dashboard
SCREENSHOTDocument assembly
Questions we get
Answers before the call.
What do you actually build?
One integrated system that connects the tools your team already uses and automates the work between them: intake, routing, document handling, reporting and the leadership visibility on top. Where it helps, AI agents carry out steps directly rather than just surfacing information, inside defined boundaries and with human sign-off where judgment matters.
How is this different from buying another tool?
A tool sells you a seat and leaves the integration to you. A contract developer hands over code and leaves when it ships. We pair the consulting with one integrated system built around your actual workflows, then stay on to keep it running and to find what is worth building next.
What does a first engagement look like?
A scoped Assess engagement. We map the workflow and the data behind it, prioritize one use case, and define the success measures and ROI target in writing. It is bought on its own, so you can stop there and keep the plan.
How long before we see something working?
Weeks rather than months. Deliver is a focused sprint that ships one working system tied to the top use case from Assess, instead of a long roadmap that puts all the value at the end.
Where does our data live, and who can see it?
Wherever your obligations require it to live. We map data residency, access and retention during Assess and design to that constraint rather than around it. Access is role-scoped and logged, and we document who can reach what before anything gets built.
Who actually does the work?
The senior people who scoped it. We do not staff engagements with junior consultants learning on your account, and there is no handoff to a delivery team you have not met.
Can you run the models inside our environment?
Yes. We can design and deliver private model hosting, your knowledge and the controls around them on infrastructure you define: your own hardware, an isolated private cloud, or a hybrid. Routine and sensitive work stays on private models. Where a hard problem benefits from a frontier model, policy decides what may cross, and everything that does is logged.
Do we need to build our own LLM?
Almost never from scratch. Most organizations need one of three things: an existing model deployed privately, a model connected to their own knowledge, or a model adapted to a specific task. We help you pick the cheapest path that does the job, and we say so when a smaller step will do.
What if we have our own engineering team?
Then you have options. We can build the system for you, build it alongside your team, or set your team up to build and run it themselves with our architecture, controls and senior advisory behind them. Most clients who start one way move to another as their people grow into it.
Contact
Tell us what you're working on.
Whether it's a single workflow, a private AI environment or your security posture, a senior partner will review it with you and discuss what makes sense as a first step.
Thanks, that’s with us.
A senior partner will come back to you.