Security note
How your data is handled
Plain rules, written down, so you can check them before you share any access.
Quick answer
Automations run in accounts you own, with the least access they need, and every run is logged. Anything risky waits for a person to approve it.
Have a security question about your build?
Free. Three short fields, and we reply by email within one business day.
Data safety
Six rules for every build
Your accounts, your keys
Tools and AI model accounts are opened in your name. We get access you can remove at any time.
Least access
Each automation gets only the fields and actions it needs. No admin logins where a limited one works.
No copies on our machines
Data moves between your systems. We do not keep exports of your client or patient records.
Everything is logged
Each run records what it read, what it changed and why, so you can check any action later.
People approve risky steps
Anything sent to a client, or that moves money or records, can wait for a person to approve.
Handover you can audit
You get docs listing every connection, credential and permission the build uses.
Agent safety promise
- An agent never sends to a client, patient or lead without a rule you approved in writing.
- An agent never deletes records or moves money.
- If an agent is unsure, it asks a person instead of guessing.
- Every agent has an off switch you control.
Health and finance data
- Whether a deployment meets HIPAA depends on the systems, settings, vendors and signed BAAs, not on any one builder.
- We list every vendor that would touch health data so you can check each one has a BAA with you.
- Where possible, automations pass record IDs instead of names or notes.
See the privacy policy for how this website handles form data.
Tools
Tools we build with
Workflow tools, AI models and business systems
Security questionnaire: we'll fill out yours on request.
Free. Three fields. We reply within one business day.
Have a security question about your build?
Ask it here. We'll answer in writing with how your data would move and who could see it.
What happens next
- 1.You send one line about the task.
- 2.Shariq reads every message and replies by email within one business day.
- 3.If it fits, you get a written plan or a short call. Your choice.
- 4.If it does not fit, we tell you and point you to a better option.
“Shariq built our Open Dental to GoHighLevel sync and our AI routing system for new patient inquiries. Both projects were delivered fast, worked right away, and he was responsive whenever we needed adjustments. He understands dental practice workflows and doesn't overcomplicate things.”