Agentic AI · Governed Analytics · Data Modernization

Governed analytics and production AI that ship — not slideware.

Elevrics helps small and mid-market organizations — legal, professional services, and other compliance-sensitive teams — turn fragmented data into a governed source of truth and put AI safely to work on it: MCP architecture, OAuth-governed access, HIPAA-aware workflows, and reporting leadership can run the business on.

Built in production. Governed end-to-end. Measured in ROI.

Schedule an Architecture Audit See How Engagements Work
$465K+
annual savings surfaced in the past year — realized and projected
5 MCP servers
in production for 90+ users — zero compliance incidents
9+ systems
consolidated into one governed source of truth
12+ years
from Fortune 500 consulting to in-house BI leadership

Claims a builder can back up

This isn't advisory theater. Every pattern below is running in production today.

AI on privileged case files — safely

A 200-person national law firm needed AI working on medical chronologies and case documents — data covered by HIPAA and attorney-client privilege. We built production MCP servers connecting Claude to Filevine and firm systems, governed end-to-end by OAuth 2.0, per-user routing, and row-level security. Attorneys got hours back on every chronology. Compliance got an architecture, not a promise.

The numbers you're given, audited

An external marketing vendor reported 3% growth across $20M+ in TV spend. We audited the analysis against 100K+ tracked calls, found timing-normalization errors that understated results by ~17 points, and proved real growth was 23%. A false narrative was reversed before strategy shifted around it — and that's the standard every Elevrics dashboard and forecast is built to.

Own your data platform — stop renting it

We architected a phased insourcing strategy replacing ~$500K/year in external data-vendor costs with an internally owned AWS data warehouse running at ~$80K/year steady state — roughly $420K/year back, with the client owning every pipeline. Consolidation isn't just governance; it's a line item.

Governance that survives an audit

Every pipeline we ship is built to be examined: OAuth 2.0 flows, documented data lineage, row-level security, CI/CD-deployed and containerized. When your carrier, client, or regulator asks how the AI touches the data, you'll have a diagram, not a shrug.


Who We Work With

Built for teams that need the numbers right — and the data safe

Small and mid-market organizations where reporting drives real decisions, and where the data often carries real obligations.

Mid-Market Law Firms

Especially personal injury and plaintiff firms with medical-records workflows. Your attorneys want AI leverage on case files; your malpractice carrier, compliance officer, and clients need proof it can't leak. We've built exactly this — HIPAA-aware, OAuth-governed, row-level-secured AI pipelines running daily at a national law firm.

Domo, Snowflake & Power BI Organizations

You have years of investment in a BI platform or warehouse and executives asking "why can't our AI use it?" We speak the platforms natively — a decade of Domo architecture at Fortune 500 scale, plus Power BI/Fabric modernization advisory — and build the governed middleware between your data and agentic AI.

Owner-Led SMBs & Professional Services

You run a growing business on fragmented systems and gut feel, and you don't have — or need — a full-time data hire. We bring fractional data and AI leadership: governed reporting you can run the business on, vendor accountability, and cost savings that typically pay for the engagement.


One ladder. Five offers. Fixed scopes.

Every engagement follows the same ladder — a fixed-fee audit, a scoped build, and optional ongoing leadership. The build step comes in three flavors, each priced and scoped up front.

1

Enterprise AI Readiness Audit

"Can we do this safely, and what would it take?"

2–4 weeks. A map of your data infrastructure, your security and governance requirements, and a phased roadmap. Fixed fee: $5k–$12k.

Audit details →
2

A Scoped Build

"Build it."

3–12 weeks, deployed to production — never a deck. Three flavors: a Secure Integration Sprint ($15k–$45k+), BI Modernization & Platform Consolidation ($15k–$50k+), or an Executive Dashboard & KPI Program ($8k–$20k).

Build details →
3

Fractional Data & AI Leadership

"Who owns this going forward?"

Ongoing retainer. Data strategy, vendor accountability, governance enforcement, model and prompt updates, and C-suite advisory — senior ownership without a full-time hire. $4k–$10k/mo.

Retainer details →

In Production

The live proof

Not a pilot, not a demo — production AI infrastructure operating on sensitive data every day.

Flagship Engagement

HIPAA-Safe AI at a National Law Firm

A ~200-person national law firm runs one of the legal sector's first production agentic AI layers, on Elevrics-pattern architecture: MCP servers connecting Claude to case management (Filevine), CRM, and telephony — every connection governed by OAuth 2.0, per-user tier routing, and row-level security, with HIPAA-aware handling for sensitive workflows like medical chronologies.

See the full case and more proof →
Challenge

Attorneys wanted real AI leverage on case files — data covered by HIPAA and attorney-client privilege, where consumer AI tools were a nonstarter.

Architecture

Production MCP servers, containerized and CI/CD-deployed; OAuth 2.0 flows, per-user tier routing across 90+ users, row-level security, BAA-compliant document handling.

Outcome

AI in daily production on sensitive case data — hours back on every medical chronology, zero compliance incidents, and an architecture the firm's obligations can survive.


One discipline, in different uniforms, for 25 years

Elevrics founder Jared Katz has spent a 25-year career turning fragmented, sensitive information into decisions leadership can trust — from quantitative open-source intelligence in national security, through six years of Fortune 500 data architecture at Domo, to the production HIPAA-aware AI pipelines he designs and operates at a national law firm today. Elevrics applies that discipline across three pillars — agentic AI integration, governed analytics, and data modernization — for organizations that need the numbers right and the data safe.

About Elevrics

Want numbers you can trust — and AI that actually ships?

Whether it starts with a dashboard, a data platform, or AI on your most sensitive workflows, every engagement begins with a fixed-fee Enterprise AI Readiness Audit — a 30-minute conversation tells us both whether it's the right first step.

Schedule an Architecture Audit