Managed Intelligence for Healthcare and Financial Services
Your team can use Claude and ChatGPT for work. Pure Source puts the right access, data safeguards, and company knowledge around them - and stays involved as your needs change.
More useful AI. Less guesswork about how it's used.
Let people use the tools they know
We set up Claude and ChatGPT for work and make shared instructions available to the right teams, so staff can use tools they already know.
- Claude and ChatGPT for approved work
- Shared instructions and skills
Put clear rules around sensitive data
We work with you to decide what should happen if someone enters personal, health, or financial information. The approved tools can flag it, remove sensitive details, or stop the request based on the rules you choose.
- Rules to warn, redact, or block
- Records of when safeguards are triggered
Use what your organization already knows
We make approved instructions and knowledge available for the work your team does. When a connection to files, a CRM, or a ticketing system would help, we set limits on what it can read or change and can record its activity for review.
- Shared company knowledge for relevant teams
- Approved connections with read and write limits
See how AI is working for your team
You can see how the approved tools are being used and where people need more guidance. We review that with you, adjust what's not working, and help identify repetitive work worth automating.
- Usage and seat information for approved tools
- Ongoing review and improvement
We stay involved after rollout
As your team starts using AI, we review adoption, update shared guidance and data-handling rules, and look for work that's ready to automate. That ongoing attention is the service, not just the initial setup.
Start with the need in front of you
Give staff approved access to Claude and ChatGPT for everyday work. We set data rules, bring in useful company guidance, and manage the service over time.
Book a Discovery CallIf work keeps getting passed between people and systems, we can build a workflow or agent to take on the repeatable steps. Your team stays responsible for decisions that need a person.
Explore AI agentsCommon questions
Can our team keep using Claude and ChatGPT?
Yes. We set up approved access to both. We can also give teams shared instructions and company knowledge for common tasks, with data-handling rules suited to the work they do.
What happens if someone puts sensitive information into AI?
We set the rules with you. In the approved tools, the safeguards can warn the person, remove certain sensitive details, or block the request. We review those events with you so the rules stay useful.
Can AI work with our files and systems?
Yes, where an approved connection is available. We can limit what the connection is allowed to read or change, whether it's for files, your CRM, or a ticketing system, and record its activity for review.
How do we know if it's helping?
Your administrators can see usage and adoption for the approved tools. We review those patterns with you and adjust shared guidance or data rules when the team needs something different.
Do we need to build agents?
No. Teams can get value from using Claude and ChatGPT for drafting, summarizing, and finding approved information. If the same task repeats often enough, we can discuss whether an automated workflow or agent is worthwhile.
Let's talk about what you're trying to change.
A discovery call is where we learn about your goals and where work gets stuck, explore whether we're a fit, and agree on whether a deeper review or service conversation makes sense next.
- No prep required
- A conversation about your goals and constraints
- Optional deeper review if it makes sense