AI Consulting & Workflow Automation

Practical AI automation for the work your team does every day.

LightSide Lab builds secure AI workflows that process documents, eliminate repetitive administrative work, and connect the systems your business already uses.

No generic AI strategy decks. We identify a valuable workflow and help you implement it.

A typical workflow

Incoming email or document A form, PDF, invoice, or message arrives as it normally would.
AI extraction and analysis Key fields and content are read, classified, and structured.
Business rules Your criteria, policies, and thresholds are applied consistently.
Human approval A person reviews and confirms before anything is final.
Your existing systems Results land in your CRM, database, or Microsoft 365 tools.
Sound familiar?

Your team is probably doing work that software should be doing.

Copying information from documents into another system

Reading and categorizing repetitive emails

Preparing the same reports and responses

Reviewing submissions against defined criteria

Searching across scattered files

Moving information between disconnected systems

Manually routing requests for approval

We turn these repetitive steps into reliable, AI-assisted workflows—while keeping your team in control.

What we build

What can LightSide Lab automate?

Document Processing

Extract, classify, summarize, and route information from PDFs, forms, and uploaded files.

Email Operations

Categorize incoming messages, extract requests, draft responses, and assign follow-up work.

Internal Knowledge Search

Create a secure assistant that answers questions using your organization's own documents and policies.

Reviews and Assessments

Evaluate applications, submissions, or records against a consistent rubric, with human approval.

System Integration

Connect AI workflows to Microsoft 365, SQL Server, CRMs, APIs, and custom applications.

Reporting and Follow-Up

Turn meetings, case activity, or operational data into reports, tasks, alerts, and next steps.

Why it's different

More than a chatbot. A complete business workflow.

A dependable AI solution takes more than a model and a prompt. LightSide Lab handles the entire system around it.

"We use off-the-shelf automation where it works—and custom software where it matters."

User experience — interfaces your team will actually use
AI model integration — OpenAI, Anthropic, Azure AI, or a mix
Business rules — logic that reflects how your business works
Databases — structured storage for records and results
Authentication & permissions — the right access for the right people
Existing-system integration — Microsoft 365, SQL Server, CRMs, APIs
Human review — a person confirms what matters before it's final
Logging & auditability — a record of what happened and why
Deployment & support — running reliably, with someone accountable
Security & control

AI you can use without losing control of your data.

Role-based access

People see and do only what their role allows.

Human-in-the-loop approvals

Decisions that matter are confirmed by a person before they take effect.

Audit trails

A clear record of what the system did, when, and why.

Private organizational knowledge

Your documents and policies stay inside a system built for your organization.

Configurable data retention

You control how long information is stored and where.

Secure API integrations

Encrypted, permissioned connections to the systems you already run.

Flexible deployment

Cloud, private, or hybrid — matched to your security requirements.

No training on your data

When supported by the selected provider and configuration, your information is not used to train underlying models.

We design toward strong security and privacy practices for each engagement. Specific regulatory or compliance requirements should be reviewed with your own legal and compliance advisors.

How it works

Start with one workflow that matters.

1

Discover

We examine a repetitive or expensive process and identify the best automation opportunity.

2

Build

We create a focused pilot connected to your actual documents, rules, and systems.

3

Improve

We measure the result, refine the workflow, and expand only where it creates value.

Service offerings

Ways to work with LightSide Lab

Focused pilot

Automation Pilot

Implement one valuable workflow with defined users, inputs, outputs, integrations, and success measures.

Discuss Your Project
Built to fit

Custom AI Systems

Build secure internal assistants, document-processing applications, review tools, and integrated operational workflows.

Discuss Your Project
Ongoing

Ongoing AI Support

Monitoring, improvements, additional workflows, model updates, and technical support.

Discuss Your Project
Who's behind it

Experienced software engineering for the AI era.

LightSide Lab is led by a senior software engineer with more than 20 years of experience building dependable business applications. We combine modern AI capabilities with the engineering disciplines required for production software: security, databases, integrations, testing, deployment, and long-term support.

20+ years of software development .NET and ASP.NET Core Microsoft Azure SQL Server OpenAI and Anthropic APIs Microsoft 365 integrations Secure document workflows Custom business applications
Detailed case studies — coming soon Specific engagement metrics (hours saved, volume processed, turnaround time) will be added here as pilot projects are completed. We don't publish placeholder statistics.
Client feedback

What clients say

"In one meeting, I was able to communicate what I needed, and LightSide Lab had already grasped and understood most of it from my spec document. They also went a bit beyond my requirements by thinking through some cases I had not accounted for. They delivered on time, and the product works as designed."

Lenny Rabin CEO, Brown Boots

"Working with Derek at LightSide Lab has been a masterclass in professionalism, execution, and clear communication. He doesn't just build custom CRM solutions — he anticipates needs, eliminates friction, and delivers results that make my business sharper and more efficient."

Elliott Erbe Owner / Territory Mgr, Utility Sales Associates

What is the most repetitive workflow in your business?

Bring us a process involving documents, email, spreadsheets, approvals, or disconnected systems. We'll help determine whether AI can make it faster and more reliable.