Borsboom Consulting

Questions

Common questions, including the data ones.

How the work runs, what it costs, and what happens to your data. If your question is not here, ask Devan directly.

About the work

What does Borsboom Consulting do?
Borsboom Consulting helps law firms, dental and medical practices, accounting firms and financial advisory, insurance and wealth firms use AI on the repeat work their teams do every day, such as intake, follow-up and paperwork, with a person always approving the work.
Who does Borsboom Consulting work with?
Owners and managing partners of professional and financial services firms with a team behind them, including law firms, dental and medical practices, accounting firms, financial advisors, insurance agencies and wealth firms.
How does an engagement work?
In three steps, one job at a time. Plan: a two-week paid look to pick the job worth improving first and measure it today. Build: one assistant, built for a fixed price and tested on real past work. Keep it running: review the results and choose the next job together.
What does it cost?
Pricing is on the paid look page. The build is a fixed price agreed before any work starts.
Does AI replace my staff?
No. The goal is to give your team time back. Nothing goes to a client or into a file without someone on your team signing off.
Who is Devan Borsboom?
Devan Borsboom is the founder of Borsboom Consulting and the co-owner of YetiConnect. He is based in Lethbridge, Alberta, with more than ten years in business automation.
Where is Borsboom Consulting based?
Borsboom Consulting is based in Lethbridge, Alberta, and serves firms across Canada and the United States.

Data and safety

The questions every owner should ask before connecting AI to client or patient work.

Which AI do you use?
Mostly Claude, made by Anthropic, set up on the firm's own business plan rather than anyone's personal account. Where a different tool fits a job better, I will say so.
What happens to our data?
Before anything is connected, we go through Anthropic's own terms for business plans together, so you hear how your data is handled from the source, not just from me. Then we decide job by job what data each job actually needs, and leave out what it does not.
Can the AI send things to our clients on its own?
No. Nothing goes to a client or into a file without someone on your team signing off. In testing, when the AI tries to send an email, it stops and waits for a person.
What about our most sensitive records?
Some records should not go to an AI company at all. For those, one approach is to have AI write a small program that runs only on your own computer, so the records themselves never leave your office. Other jobs simply stay manual.
Does our data stay in Canada?
If your data has to stay in a particular country, tell me at the start. That decides which jobs we take on and how we build them.
What if something goes wrong?
Changes are logged, drafts come before anything final, and the build includes checks that tell us when something is off. Nothing that reaches a client skips a person.

Start with a conversation

Tell Devan about the repeat work that takes the most time in your practice. If AI is a good fit, he will say so. If it is not, he will say that too.

Prefer email? [email protected]