Vertical AI · Regulated SMBs

Vertical AI agents, deployed and managed for regulated SMBs.

Cogsmith deploys vertical AI agents for dental and medical practices, law firms, accounting firms, insurance agencies, small 3PLs, and adjacent owner-operated businesses with recurring text-heavy work. We also offer a separate AI-trust service. For an agreed workflow, the agent prepares work, a person reviews consequential actions, and out-of-scope actions are held or blocked.

Discuss a workflowEstimate your savingsRead how it works
Pilot
90 days · one workflow
Retainer
Four figures / month
Guardrails
The agent prepares work, a person reviews consequential actions, and out-of-scope actions are held or blocked.
Human review for consequential actionsOut-of-scope actions held or blockedVertical AI deploymentSeparate AI-trust serviceOne recurring workflow at a time

Engagement

One workflow first. We earn the rest.

We start with repetitive, text-heavy work so the scope, review points, and measures are clear before an agent takes on a task.

  1. 01

    Scope one workflow

    A focused pilot around one recurring workflow — intake, scheduling, follow-up, claims, or contract review.

  2. 02

    Ground the workflow

    We configure the agent around your data, terminology, existing tools, and operating constraints.

  3. 03

    Set review boundaries

    The agent prepares work, a person reviews consequential actions, and out-of-scope actions are held or blocked.

  4. 04

    Review the pilot

    Compare the agreed measure with its starting baseline, then decide whether to stop, adjust, or expand the workflow.

Where we work

Regulated practices and firms, plus adjacent owner-operated businesses.

Each engagement starts in the highest-volume workflow we can find. We learn the practice's voice, the firm's review rubric, the agency's call cadence — and then we ship the agent.

Dental & medical practices

01

Patient intake, insurance verification, recall follow-up. Agents draft but a human approves before any outbound communication.

First workflow
Intake · Scheduling · Follow-up

Law firms

02

Contract review, matter triage, and document Q&A grounded in your precedent library, with legal review kept in the workflow.

First workflow
Contract review · Triage

Accounting firms

03

Engagement letter checks, GL reconciliation prompts, and client document collection, with staff review part of the process.

First workflow
Document intake · Reconciliation

Insurance agencies

04

Submission intake, quote comparison, renewal outreach. The agent handles the chase; your producer handles the call.

First workflow
Intake · Renewal follow-up

Small 3PLs

05

Carrier email triage, appointment confirmations, and status updates for shippers.

First workflow
Email triage · Status updates

Adjacent SMBs

06

Any owner-operated business with a recurring, text-heavy workflow. We start with the highest-volume task and earn the right to take the next one.

First workflow
Volume-driven intake

AI trust

Set the boundary before the agent acts.

Alongside agent deployment, Cogsmith offers a separate AI-trust service for teams reviewing an existing or planned AI workflow. It helps define the workflow's scope, where a person must review consequential actions, and how out-of-scope actions are held or blocked.

  • Prompt and policy review

    Review prompts, workflow boundaries, and the intended use together to define the work an agent may prepare.

  • Human-review points

    Agree which consequential actions wait for a person to review them before they proceed.

  • Out-of-scope handling

    Define how requests beyond the agreed workflow are held or blocked for follow-up.

Pricing

Priced in the agency band, not the SaaS band.

The rates below are the shape of the engagement, not a teaser. They sit alongside — not above — the people a practice or firm already pays to do the work.

Recurring
Monthly retainer

$X,XXX per month

Owns a workflow end-to-end. Typical engagements start at four figures per month and scale with volume.
  • Dedicated agent ownership
  • Continuous tuning + monitoring
  • Quarterly trust audit reports
Setup
Implementation hours

$100–$250 per hour

Used for one-off integrations, custom workflow wiring, and any work that does not belong on a retainer.
  • Transparent hour logs
  • Scoped statements of work
  • No minimum commitment
Build
Custom builds

≈ $35K starting budget

Deep integration work for systems that need to live behind your existing stack.
  • CRM / EMR connectors
  • Voice infrastructure
  • Compliance posture design
Voice minutesRoughly $0.05–$0.09 per minute through provider partners (Vapi, Bland). Pass-through pricing — not a margin line.
View full pricing

Questions

What a sensible buyer would ask us first.

If your question is not here, share a workflow with us.

Start a conversation

Start with one workflow.

Share the recurring task, the people involved, and the review boundary you need. The existing intake form helps make a first conversation concrete.

Share a workflow