AI consulting in Durham-Chapel Hill, NC

The metro's economy runs on documents. Contract research and testing firms answer long RFPs with technical approaches, budgets and timelines. Life-science companies write medical and scientific content that needs review before anyone outside sees it. Health organizations and insurers handle correspondence, appeals and member letters every day. Claude is well suited to that kind of material: it can draft a first pass of an RFP section from your past winning responses, summarize a 60-page protocol for a sales rep or turn a call transcript into meeting notes.

The risk here is also specific. Sponsor-confidential data, unpublished research and protected health information can't be dropped into any tool that happens to be open. So we begin by classifying data: what's public, what's internal, what's confidential and what's regulated. Pilots start with internal, non-sensitive material, and AI tools inherit the same role-based access as your CRM. OpenAI fits teams building custom extraction or classification steps, and Agentforce can answer routine site or customer questions inside Salesforce once knowledge articles are reviewed. Medical, legal or regulatory review stays exactly where it is today.

We start with an AI readiness assessment that classifies data and checks permissions, then agree in writing what's in scope. A single pilot follows, usually RFP drafting or document summaries on internal material, with a person reviewing every customer-facing output before we widen the scope.