AI & Tech Consulting

When off-the-shelf AI can't handle your files or your security requirements, we build private AI systems and automation that can.

See how the assistant works

SOUND FAMILIAR?

AI that solves your real problems.

Most teams we talk to have already tried AI and hit the same walls. Here is what we hear, and how we fix it.

The problem

“ChatGPT can't handle all of our files.”

Upload caps and context limits mean off-the-shelf AI only sees a few documents at a time, so answers miss what is in the rest.

How we solve it

We build assistants that search your entire document library, from loan files to data rooms, and link every answer back to its source.

The problem

“We can't put client data into a public AI tool.”

Financial, legal, and personal data comes with security and compliance obligations you can't hand to a chatbot.

How we solve it

We deploy AI on a private server or company-managed hardware when needed, with access controls so each person sees only what they should.

The problem

“The answers we need are spread across five systems.”

The CRM, spreadsheets, shared drives, and inboxes each hold part of the picture, and no one has time to piece it together.

How we solve it

We connect the systems you already use into one platform, so the assistant works from complete, current data.

The problem

“Critical dates keep slipping through the cracks.”

Loan maturities, renewals, and deadlines are buried in documents nobody has time to re-read.

How we solve it

The assistant tracks key dates and terms across your files and alerts the right people before they become problems.

The problem

“Our team spends hours re-keying the same data.”

Copying numbers between systems is slow, error-prone, and pulls skilled people away from the work that matters.

How we solve it

We automate recurring workflows so data moves between systems on its own and reports build themselves.

The problem

“We tried AI and got generic answers.”

Tools without your context guess, and once the team stops trusting the answers, they stop using it.

How we solve it

We ground the assistant in your real business data and train your team on it, so answers are specific and accurate.

CORE AI Services

AI consulting and automation

AI Solutions & Automation

We build practical AI tools that help your business work faster and smarter. From internal assistants and workflow automation to custom AI-powered systems, we turn operational bottlenecks into scalable business solutions.

For example: An internal assistant that answers team questions from your own files, or an automation that turns new leads into CRM records and follow-up tasks.

AI Architecture

We design the structure behind reliable AI systems. From model selection and data workflows to connected tools and long-term scalability, we build AI architecture that fits your business goals and grows with your team.

For example: Choosing between local and cloud models, mapping which systems feed the assistant, and planning how it scales as more teams adopt it.

AI Compliance & Security

We help businesses adopt AI responsibly with privacy, security, and compliance built into the process. From data handling and access controls to risk review and system safeguards, we design AI solutions that protect sensitive business information.

For example: Setting who can see what, deciding which data may reach a cloud AI provider, and documenting controls for regulated workflows.

AI BUSINESS ASSISTANT

More output. No added headcount.

Off-the-shelf AI tools cap how many files they can read and send your data to someone else's servers. We connect the systems your team already uses into one private platform, then build an assistant that knows your files, workflows, and real business data. Ask by chat or voice, and get accurate answers or completed work without chasing information across multiple tools.

BMSYour Assistant
Private deployment

Which loans mature in the next 120 days with no refinance or extension in progress?

I checked 1,284 loan documents across 3 data rooms. Four loans mature in the next 120 days with nothing in progress:

LoanBalanceMatures
Riverside Industrial$18.4MDec 15 (48d)
Canyon View Apartments$12.1MJan 9 (73d)
400 Main St Office$9.75MJan 22 (86d)
Harbor Point Retail$6.2MFeb 3 (98d)

✓ Sources linked for each loan · added to your maturity tracker · alerts set for 2 asset managers

HOW IT HELPS

Reads your entire document set

Works across thousands of files, spreadsheets, and data rooms, not a handful of uploads.

Completes everyday work

Updates sheets, analyzes numbers, creates reports, and produces marketing materials.

Catches dates and risks early

Flags maturities, renewals, stalled deals, and negative trends before they slip through.

Automates repeat workflows

Runs recurring tasks in the background, freeing your team from manual busywork.

Give your team more time for the work that grows the business: building relationships and closing deals.

What it can do, by team

Ask in plain language, by chat or voice. A few examples of what teams ask their assistant:

Lending & Investments

Track every loan, term, and deadline across the full portfolio, without re-reading the documents.

  • “Which loans mature in the next 120 days with no refinance or extension in progress?”
  • “List every covenant test due this quarter and the latest reported numbers for each.”
  • “Summarize the key terms of this credit agreement and flag anything non-standard.”

HOW IT WORKS

From kickoff to live.

Every AI engagement follows the same path, so you always know what happens next and what we need from your team.

  1. 1

    Discovery & data audit

    We learn how your team works, where time is lost, and which files, tools, and data the assistant will rely on.

  2. 2

    Connect your systems

    We connect the tools your team already uses into one platform, with access controls set before any data moves.

  3. 3

    Build & train the assistant

    We build the assistant and automations around your real workflows, files, and business data.

  4. 4

    Pilot with your team

    A small group uses it on real work first. We refine answers, permissions, and workflows from their feedback.

  5. 5

    Monitor & improve

    After rollout we keep the system secure, maintained, and improving as your business changes.

SECURITY & COMPLIANCE

AI built around your data requirements.

We secure the AI systems we build and keep them running through ongoing maintenance. For sensitive workflows, AI can run on company-managed hardware or a private server, giving you greater control over where data is processed.

Data Control

Local AI for sensitive workflows

Run AI on company-managed hardware or a private server for greater control over where sensitive business data is processed and stored.

Cloud AI with clear boundaries

Cloud AI tools such as ChatGPT, Claude, and Gemini may send data to provider servers through API requests. We help determine which data can be used and where cloud AI fits your security requirements.

Security Foundation

Access and data controls

Set practical permissions, data-handling rules, and access controls around the people, systems, and files involved.

Compliance-ready workflows

Build repeatable workflows with the documentation, due diligence, and reusable controls needed to support HIPAA, GDPR, CCPA, and A2P 10DLC requirements.

Ongoing maintenance

Monitor, maintain, and improve AI systems over time so they remain secure, reliable, and aligned with changing business needs.

HIPAA

Healthcare data privacy

GDPR

European data protection

CCPA

California consumer privacy

A2P 10DLC

Business texting requirement

WAYS TO WORK WITH US

Start small or go all in.

Every engagement is custom priced around your goals, systems, and team. Pick a starting point and we will scope the rest together.

Pilot

Custom pricing

One focused use case, built and tested with a small group on real work before you commit to a full rollout.

  • One assistant or automation
  • Connected to key systems
  • Team feedback and refinement

Full Build

Custom pricing

A complete AI assistant and automation platform connected across your business, with security and access controls built in.

  • Systems connected into one platform
  • Custom assistant and workflows
  • Team training and handoff

Managed Retainer

Custom pricing

Ongoing support that keeps your AI systems, websites, and tools secure, maintained, and improving over time.

  • Monitoring and maintenance
  • Updates and optimizations
  • New workflows as you grow

WEB & DIGITAL SERVICES

Websites, apps, and software

Websites

We design and build high-performing websites that blend beautiful designs with seamless functionality. Whether it’s a simple landing page or a complex platform, our sites are tailored to your goals.

Mobile Apps

From concept to launch, we craft intuitive, scalable mobile apps that deliver real impact. Whether iOS, Android, or cross-platform, we build user-first experiences that engage and perform.

SEO

We help brands grow with smart digital strategies from SEO and content marketing to paid ads and performance tracking.

E-Commerce

We build powerful, scalable e-commerce platforms that make selling online seamless. From custom storefronts to payment integrations and inventory systems, we create shopping experiences that drive growth and conversions.

Custom Software

We design and develop tailored software solutions to meet your unique business needs. Whether it’s internal tools, CRMs, dashboards, or full-scale platforms, we build systems that streamline operations and scale with you.

Post-Build Management

We provide post-build management that keeps your systems running smoothly after launch. From ongoing support to updates, optimizations, and performance monitoring, we help maintain and improve the tools your business relies on.

Our Strategic Approach

Website & App Build Process

  1. 1

    Planning & Design

    This phase includes developing website wireframes and structure, defining the content strategy, and collecting branding assets and multimedia elements.

  2. 2

    Development

    During development, we set up and build the site, implement lead tracking and conversion tools, and create and upload all content.

  3. 3

    Launch

    The launch phase involves conducting quality assurance testing across all devices to ensure proper functionality and performance.

  4. 4

    Optimization

    In the final phase, we configure analytics and tracking systems, provide team training, and complete the initial project handoff.

Why choose BMS?

At Black Mountain, we combine AI strategy, secure implementation, and digital execution to help businesses work smarter, grow faster, and scale with confidence.

Smarter Operations

AI-powered workflows help reduce manual tasks, speed up internal processes, and give your team more time to focus on higher-value work.

Connected Systems

Your tools, websites, apps, and AI solutions work together instead of operating in silos, creating a smoother experience across your business.

Secure AI Adoption

Privacy, data control, and responsible implementation are considered from the start, so your business can use AI with more confidence.

Growth-Ready Digital Presence

High-performing websites, SEO, e-commerce, and digital tools help improve visibility, attract better leads, and support long-term growth.

Who We've Worked With

Each day, we create practical solutions that simplify everyday life. Our clients range from the public sector to private businesses.

What Our Clients Have to Say About Us

"In my time with Elijah, I started to see some serious growth for my business, just from June to September, my total closed and pending volume went up 150%. I hope to continue to see this continued growth on an exponential level."
Michael SwanMichael SwanTop Performing Summit Sotheby's REALTOR

FAQ

Frequently asked questions

Straight answers to what businesses ask us most before starting an AI or tech project.

ChatGPT can't handle all of our files. Can your assistant?

Yes. Off-the-shelf tools limit how many files you can upload and how much they can read at once. We build assistants that search your entire document library, including data rooms, loan files, and shared drives, and link each answer back to the source document.

Is our data used to train AI models?

It depends on where the AI runs. With local AI, your data is processed on company-managed hardware or a private server. Cloud AI tools such as ChatGPT, Claude, and Gemini send data to provider servers through API requests, so we help you decide which data can be used and where cloud AI fits your security requirements.

Should we use local AI or cloud AI?

Many businesses use both. Local AI fits sensitive workflows where you need control over where data is processed and stored. Cloud AI fits general work where the data is less sensitive. We recommend the right mix during discovery.

Can the assistant work with the tools we already use?

Yes. We connect the systems your team already uses, such as files, spreadsheets, and your CRM, into one platform so the assistant works from your real business data.

How much does it cost?

Every engagement is custom priced based on scope, the systems involved, and your security requirements. An introductory call is the fastest way to get a clear proposal.

Do we need a developer or IT team in-house?

No. We handle the architecture, build, integrations, and security, then train your team to use the system day to day.

What happens after launch?

Our post-build management keeps your systems running smoothly, with ongoing support, updates, optimizations, and performance monitoring.

Do you only work on AI projects?

No. We also design and build websites, mobile apps, e-commerce stores, and custom software, and run SEO programs, so your digital presence and AI systems work together.

Ready to put AI to work in your business?

Tell us where your team loses time. We will show you what can be automated, connected, and secured.