Your staff are already using AI. The question is whether anyone is governing it.
Practical AI tools — Claude Cowork, Microsoft 365 Copilot, voice AI, custom agents — deployed inside a governance framework built for regulated BC businesses. PIPA-appropriate from day one. Real time savings. No hype.
Or call us: (604) 613-0150
The Shadow AI Problem in Professional Services
Your front desk staff are drafting patient communication in ChatGPT on their personal accounts. Your paralegals are summarizing case documents with a free AI tool that stores every input on servers outside Canada. Your bookkeeper pasted a client's financial summary into an AI assistant that nobody in the business approved, reviewed, or even knows about. This is not a hypothetical scenario. This is what we find in the first week of every AI readiness assessment we conduct.
The staff doing this are not careless. They found a tool that saves them real time on real tasks, and nobody gave them an approved alternative. So they used what was available. The problem is not that your team wants to use AI. The problem is that they are using it without data classification, without governance, without any understanding of where the information goes once they paste it in — and without anyone in the business being aware it is happening at all.
The BC Office of the Information and Privacy Commissioner released specific guidance on AI and PIPA obligations in January 2026. PIPEDA applies to every AI tool processing personal information. The regulatory environment is not waiting for businesses to figure this out on their own. Nexanova's role is to give your team the AI tools that actually save time — deployed inside a governance framework that can withstand scrutiny from your professional regulator, your cyber insurer, and your own clients.
AI Foundation
What every managed IT client receives. We assess your workflows, deploy the right tools for your team, find and eliminate shadow AI, and establish the governance framework that makes everything else possible.
AI Readiness Assessment
We audit your current workflows, identify which tasks are genuine automation candidates, classify the data sensitivity of each workflow, assess your privacy posture, and deliver a plain-language AI Opportunity Report. You see exactly where AI saves real time and exactly where governance requirements apply — before any tool is deployed.
Nexanova internal methodology
Claude Cowork Deployment
Claude Cowork is a desktop AI agent for knowledge workers — your office managers, admin staff, and front desk team use it daily for document organization, report drafting, meeting summaries, email preparation, and file management. We configure enterprise controls, connect it to your tools via MCP, and set up scheduled tasks. This is the single most deployable AI product for professional services staff today.
Claude Cowork (Pro / Team / Enterprise plans)
Microsoft 365 Copilot Deployment
Copilot brings AI directly into Word, Excel, Outlook, and Teams — the tools your team already uses every day. We handle licence procurement at $21/user/month, tenant security configuration, role-based training, adoption tracking, and ROI measurement. Copilot Studio is included with every licence at no extra cost for building internal agents.
M365 Copilot Business + Copilot Studio
Shadow AI Discovery & Policy
We inventory every AI tool currently in use across your business — including personal accounts staff are using without approval. Then we establish an approved tools list, configure data loss prevention for AI interactions, and create an acceptable use policy your team can actually follow. No more sensitive data flowing through ungoverned tools.
Claude Enterprise admin controls + Microsoft Purview
AI Governance Framework
Our four-layer governance model — data classification (A/B/C/D), workflow design principles, human review requirements, and ongoing governance schedule — is the foundation everything else sits on. It defines what data can interact with AI, how workflows are structured to keep sensitive information in its appropriate system, when human review is mandatory, and how governance is maintained over time.
Nexanova proprietary methodology
Workflow Automation
For businesses ready to move beyond general productivity into purpose-built automation. Custom agents, voice AI, document processing, and integration with your business management software — each workflow designed around your specific data classification.
Custom AI Agent Development
Purpose-built agents for specific business processes: client intake qualification, document processing and filing, scheduling coordination, billing reminders, and internal knowledge Q&A. Each agent is scoped to a specific workflow, connected to your tools via MCP, and deployed as a managed service with monitoring and maintenance included.
Claude Agent SDK + MCP connectors
Voice AI Receptionist
24/7 phone answering, appointment booking, insurance verification, and lead capture — integrated directly with your business management system. Captures revenue from after-hours calls that would otherwise go to voicemail. Claude has no voice product, so we deploy proven voice AI platforms that integrate with Dentrix, Eaglesoft, Cleardent, Jane App, and Clio.
Viva AI / Smith.ai + PMS integration
Document AI Processing
Intelligent extraction from invoices, contracts, receipts, clinical intake forms, and tax documents with 99%+ field-level accuracy. Documents are classified, data is extracted, and records are routed to your accounting or filing system automatically. Your team stops manual data entry. Your accuracy improves.
Claude API + Azure AI Document Intelligence / Dext
AI Knowledge Base & Internal Assistant
A retrieval-augmented assistant built from your own SOPs, procedures, FAQ documents, and operational protocols. Staff ask questions in natural language and get answers grounded in your actual documentation — not generic internet results. Connected to your business tools via MCP. For businesses with strict data sovereignty requirements, we deploy on local hardware using Ollama so zero data leaves your premises.
Claude API + MCP + RAG pipeline. Ollama for strict zero-data-leaves requirements
Business Workflow Integration
Connect your business tools via MCP: Clio, QuickBooks Online, Dentrix, Jane App, Google Drive, Outlook, and more. Trigger-action automations for deterministic workflows — form submitted, CRM updated, confirmation sent. The AI handles the logic and routing. Your business management system stays the source of truth for sensitive data.
MCP servers + n8n (self-hosted) for data-sovereign trigger workflows
Intelligent Operations
For practices with complex operational needs. Multi-agent orchestration, legacy software automation, local AI deployment, and AI-augmented security — deployed only where the use case justifies the investment and the governance is already in place.
Multi-Agent Workflows
Orchestrated AI systems for complex processes: research followed by action followed by review, with error handling, logging, and human escalation built in. These are production-proven patterns, not experimental demos. Each workflow is monitored, logged, and maintained as a managed service.
Claude Agent SDK + Claude Managed Agents (Beta)
Legacy Software Automation (Pilot)
For business management software that has no API — Dentrix, PCLaw, and similar legacy systems — Claude Computer Use can interact with the software by seeing and navigating the screen. This is a pilot-stage capability, not a production service. We deploy it only in controlled, non-mission-critical workflows where the risk profile is appropriate and the time savings justify the investment.
Claude Computer Use (Beta — pilot programs only)
Custom Copilot Studio Agents
Purpose-built agents within the Microsoft ecosystem for HR FAQ, internal IT support, client onboarding, and intake workflows. Published internally for staff or externally on your website and social channels. Included with every M365 Copilot licence at no additional cost.
Copilot Studio (included with M365 Copilot)
Local AI Deployment
On-premise AI deployment for practices with strict data sovereignty requirements where Claude Enterprise zero-data-retention is insufficient. Models run entirely on local hardware — Mac Mini, Mac Studio, or GPU workstation. Processing never leaves your premises. This is the right solution for a narrow set of requirements, and we will tell you honestly if cloud-based options with ZDR are sufficient for your use case.
Ollama on Mac Mini/Studio or GPU workstation
AI-Augmented Cybersecurity
AI-powered SIEM integration, machine learning threat detection, automated incident response, and compliance reporting. Your security monitoring becomes smarter over time — identifying patterns that static rules miss and responding to threats faster than manual triage allows.
ConnectWise SIEM / Cynet / Arctic Wolf
Managed AI
Ongoing operations, compliance, and training — because deploying AI is the beginning, not the end. Tools drift. Regulations change. Staff turn over. Managed AI keeps everything running, governed, and improving.
Managed AI Operations
Monitoring agent health, optimizing model selection and costs, managing API and subscription spending, measuring ROI against baseline, and monthly AI performance reporting. You see exactly what your AI investment produces — in hours saved, revenue captured, and cost reduced.
Nexanova managed service
AI Compliance & Governance
Quarterly AI tool audits at every QBR. PIPA and PIPEDA regulatory change tracking. Vendor privacy policy monitoring — because vendors update their terms and your governance needs to keep pace. Breach preparedness for AI-specific scenarios. Readiness assessment for federal AI legislation when it arrives.
Nexanova managed service
AI Training & Adoption
Role-based training for your team: Claude Cowork for administrative staff, Copilot for Microsoft 365 users, custom agents for specific roles. Use-case libraries showing your team exactly how to use each tool for their daily tasks. Adoption measurement, prompt coaching, and quarterly skill-up sessions to keep usage growing and producing results.
Nexanova managed service
The Four-Layer AI Governance Framework
Every AI deployment starts here. Before any tool is configured, before any workflow is designed, we classify your data, define the boundaries, establish human review requirements, and build the ongoing governance process. This framework is not a document we hand you and walk away from. It is the operating structure we maintain, audit, and adapt at every quarterly business review.
Layer 1 — Data Classification
Every piece of information in your business is classified before any AI tool touches it. Class A: public and non-sensitive information — marketing materials, general procedures, public-facing content. Claude Cowork and M365 Copilot are appropriate. Class B: business-sensitive but not regulated — financial reporting, internal communications, scheduling, workflows. Claude Enterprise with zero-data-retention or M365 Copilot with governance configured. Class C: regulated personal data — patient health information, client legal files, personal financial records. Workflows keep this outside the AI layer entirely, or use Claude Enterprise with ZDR where cloud processing is acceptable, or Ollama local deployment where it is not. Class D: privileged and highest sensitivity — solicitor-client privileged communications, identified patient clinical records. AI does not process Class D data. Humans handle all Class D directly.
Layer 2 — Workflow Design
AI handles logic, routing, and structure. Your business management system handles sensitive data. This separation is built into every workflow by design, not added as an afterthought. The AI knows how to route a document, summarize a procedure, or draft a response template. It never sees the patient name, case file contents, or financial records that belong in your clinical or operational system. The architecture enforces this — it does not rely on staff remembering to follow a policy.
Layer 3 — Human Review Requirements
Mandatory human review before any AI output that is patient-facing or client-facing, financial in nature, carries professional or legal obligations, involves a clinical recommendation, or will be sent under a professional's name. No AI output leaves your business without a qualified person confirming it meets your professional standards. This is not a suggestion. It is a hard gate in every workflow we build.
Layer 4 — Ongoing Governance
Quarterly AI tool audit at every QBR. Shadow AI monitoring to catch personal accounts being used with business data. Annual review of your acceptable use policy. Continuous monitoring of AI vendor privacy policy changes. Formal new-tool approval process before any additional AI is deployed. PIPA and PIPEDA regulatory change tracking. Readiness assessment for federal AI legislation. Governance is not a one-time setup — it is an ongoing operational commitment that we manage and report on every quarter.
AI for Your Specific Business
- Claude Cowork for front desk — schedule management, patient communication drafting, insurance form preparation, daily task organization
- Voice AI receptionist (Viva AI) with Dentrix, Eaglesoft, or Cleardent integration for 24/7 call answering and appointment booking
- Custom intake agent built with Claude Agent SDK and MCP connectors to your business management system
- AI knowledge base for staff — scheduling protocols, insurance billing procedures, new hire onboarding materials
- Pilot: Claude Computer Use for Dentrix automation where no API exists — data entry, report generation, form filling
Capture $50K-100K+ in revenue from after-hours calls. Save front desk 3-4 hours per week on administrative tasks.
- Claude Cowork for lawyers and paralegals — contract review assistance, research summarization, email drafting, document organization, meeting preparation
- Claude Enterprise with zero-data-retention for privilege-sensitive environments
- Custom intake agent (Claude Agent SDK + Clio MCP connector) for 24/7 lead qualification and conflict checking
- Document AI for clause extraction, due diligence support, and discovery document processing
- Ollama local deployment for matters requiring absolute data isolation where cloud ZDR is insufficient
Reduce intake processing time by 70%. Capture leads 24/7. Save 5+ attorney hours per week on administrative work.
- Claude Cowork for accountants — financial report drafting, client communication, document organization, Excel analysis preparation
- Document intake with Dext Prepare and QuickBooks Online or Xero integration — 99%+ accuracy on receipts and invoices
- Custom document collection agent (Claude Agent SDK) — AI sends organizers to clients, follows up on missing documents, tracks completion
- M365 Copilot for Excel financial modelling and Outlook client communication
- Claude API for automated monthly financial summaries, cash flow projections, and variance analysis
Process 3x more returns per season. One bookkeeper manages 3x the client load with AI-assisted document handling.
- Claude Cowork for clinic admin — referral letter drafting, scheduling coordination, policy document management
- Voice AI for patient access — 24/7 scheduling, refill requests, insurance verification
- Claude Enterprise (HIPAA-ready) with zero-data-retention for clinical environments
- AI clinical scribe governance framework with PIPA-compliant consent management, aligned with BC OIPC January 2026 guidance
- MCP connectors to Jane App, OSCAR, and Accuro for workflow automation
Eliminate 18-minute average patient hold times. Offload 70% of inbound call volume to voice AI.
The Technology Behind It
Claude Cowork
GA (April 9, 2026)Desktop AI agent for daily knowledge work — document handling, drafting, scheduling, file management. The primary AI product for every client.
Claude Agent SDK
GAPython and TypeScript SDK for building custom agent solutions. Nexanova uses this to build client-specific intake agents, document processors, and workflow automation.
Claude Enterprise
GA — Self-serveOrganization-wide deployment with SSO, SCIM, audit logs, HIPAA-ready infrastructure, and zero-data-retention. $20/seat base plus usage.
Claude Computer Use
BetaAI that interacts with legacy software by seeing and navigating the screen. For Dentrix, PCLaw, and other systems with no API. Pilot programs only.
MCP (Model Context Protocol)
Production-readyThe integration layer connecting Claude to client tools — Clio, QuickBooks Online, Dentrix, Jane App, Google Drive, Slack, Outlook. 97M+ monthly SDK downloads. Adopted by Anthropic, OpenAI, Google, Microsoft, and AWS.
Microsoft 365 Copilot
GAAI in Word, Excel, Outlook, and Teams. $21/user/month. Copilot Studio included for building internal agents at no extra cost.
Viva AI / Smith.ai
Production-readyVoice AI platforms for phone answering, appointment booking, and lead capture. Integrated with dental, medical, and legal business management systems. Claude has no voice product — these are the right tools for phone-based AI.
Ollama
Production-readyLocal AI deployment for strict zero-data-leaves requirements. Models run on Mac Mini, Mac Studio, or GPU workstation. Only deployed when Claude Enterprise ZDR is insufficient for the business's data sovereignty needs.
n8n (Self-hosted)
Production-readySimple trigger-action automations needing self-hosted data sovereignty. Form submitted, CRM updated, confirmation sent. Deterministic workflows, not AI reasoning.
Frequently Asked Questions
This is the first question we address in every AI engagement — and the answer depends entirely on which data classification applies. Our four-layer governance framework classifies every piece of information before any AI tool is configured. Public and business-sensitive data can use cloud-based tools like Claude Cowork and M365 Copilot with appropriate governance. Regulated personal data stays inside your business management system — AI handles the routing and logic, never the sensitive records themselves. For businesses with strict data sovereignty requirements, we deploy local AI using Ollama where processing never leaves your premises. Claude Enterprise offers zero-data-retention for organizations that need cloud AI without data storage. No data classification, no deployment.
Claude Cowork is a desktop AI agent built by Anthropic that reached general availability on April 9, 2026. It runs on your staff's computers and handles the daily knowledge work that consumes hours every week — document organization, report drafting, meeting summaries, email preparation, file management, and scheduled tasks. It connects to your business tools via MCP (Model Context Protocol). What makes it the right first deployment for professional services businesses is the combination of genuine daily utility, enterprise-grade controls (SSO, role-based access, audit logging), and a governance model that respects data classification. Your front desk staff, office managers, and administrative team use it from day one.
The BC Office of the Information and Privacy Commissioner released specific guidance on AI and PIPA obligations in January 2026. PIPEDA applies to every AI tool that processes personal information. Our governance framework is built around these requirements: data residency in Canada wherever possible, documented consent before AI processes personal information, vendor assessment for every AI tool's data practices, mandatory human review for all outputs affecting individuals, transparency about when and how AI is being used, and security safeguards proportionate to data sensitivity. We maintain an AI inventory, monitor for function creep, and track regulatory changes — so your governance adapts as the regulatory environment evolves.
Solicitor-client privilege makes governance mandatory — not AI impossible. In our data classification framework, privileged communications are Class D: AI does not process Class D data. Period. But that does not mean AI has no place in your business. AI handles intake routing, scheduling coordination, billing reminders, document filing workflows, research summarization of non-privileged materials, and administrative tasks that consume attorney and paralegal hours every week. Anything involving client communications or case content stays with your team, with human review before anything goes out under your business's name. For businesses that need absolute data isolation beyond cloud zero-data-retention, we deploy local models using Ollama that run entirely on your hardware. That is how we make AI work in a legal environment without creating a confidentiality exposure.
AI tool costs are specific and transparent. Claude Cowork runs on paid Claude plans — Pro at $20/month per user, Team at $25/seat/month, Enterprise at $20/seat plus usage. Microsoft 365 Copilot is $21/user/month. Voice AI platforms bill per call or per minute depending on the provider. Custom agent development and workflow automation are scoped and quoted per project. Managed AI operations, compliance, and training are included in your monthly managed IT agreement or available as a standalone service. We show you the projected time savings and revenue capture against the cost before any deployment — and we measure the actual outcome against that projection every quarter.
This is the most common situation we encounter. Your staff found tools that save real time, and nobody gave them a governed alternative — so they used what was available. Step one is a shadow AI discovery: we inventory every AI tool in use across your business, including personal accounts. Step two is giving your team approved tools that are genuinely better — Claude Cowork and M365 Copilot are more capable, more integrated with your workflow, and properly governed. Step three is establishing an acceptable use policy and configuring data loss prevention so sensitive information cannot flow to unapproved tools. The goal is not to take AI away from your team. The goal is to give them better tools inside a framework that protects your business.
No. AI enablement is available as a standalone service. However, AI governance works best when it is integrated with your broader IT security posture — because the same principles that protect your data from external threats also protect it from ungoverned AI usage. Managed IT clients receive Tier 1 AI Foundation services as part of their engagement. Standalone AI clients receive the same governance framework and deployment quality, billed separately.
Every workflow we build includes a mandatory human review gate before any output that is client-facing, patient-facing, financial, or sent under a professional's name. AI drafts. Humans approve. This is not optional and is not configurable — it is a hard gate in the workflow architecture. For internal-use outputs like scheduling coordination, document filing, and data extraction, we build verification steps appropriate to the task's risk level. We also monitor AI performance over time, track accuracy rates, and adjust workflows at quarterly business reviews. AI is a tool your team uses to work faster — it is never an autonomous decision-maker in your business.
See What AI Can Do for Your Business — Governed Properly
An AI readiness assessment takes one conversation. We look at your current workflows, identify where AI saves real time, classify your data sensitivity, and show you exactly what a governed AI deployment looks like for your specific business. You get a plain-language AI Opportunity Report — whether or not you move forward with us.
Or call (604) 613-0150