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PWood Group
Private agents, installed

Your own AI agent.On your own machine.

A chief of staff that lives in your office, not in someone's cloud. Built around how you work, installed in person, with a human on call.

The panel is a sample run with invented names and numbers. When the agent asks, press Approve or Hold.

Deal desk agent · sample
Sample run
  1. 07:02Read 3 new CIMs that landed overnight

Nothing is sent or paid until you approve.

1

machine, in your office, that you own

0

of your files stored on our servers

24/7

on, reachable by message from your phone

77

tasks handed to the founder's own agent in its first 15 days

Not another AI subscription

Software you rent forgets you. An agent you own gets better every week.

Owned, not rented

It lives on your hardware.

A dedicated machine you own, in your office. Files, memory and logs stay on it. Cancel the retainer and the agent is still yours.

White glove

Installed in person.

No signup, no dashboard to learn, no IT ticket. Phil arrives, sets it up and leaves you with something that already works.

Built for one

It knows how you work.

One agent, built around one person or one firm. It learns your contacts, your formats and your preferences, and it remembers them.

Approval first

It asks before it acts.

Money, messages and anything you mark sensitive wait for your yes. Every step is logged where you can read it.

Always on

It works while you sleep.

Message it like a colleague, from your phone, at any hour. Morning briefs, follow ups and filing happen without you asking.

Accountable

One person answers for it.

The person who scoped it built it and keeps it running. When something breaks you call Phil, not a help desk.

One build, any line of work

Four sample builds. The firms are invented. The shape of the work is real.

Sample build

Deal desk agent

For a four person investment firm

Reads every inbound deal, fills the pipeline sheet, flags what breaks the mandate and drafts the pass notes.

Owns
CIM intake, pipeline, pass notes
Asks
Before any email leaves
Runs on
Mac mini in the partner's office
Sample build

Household ops agent

For a busy family with three properties

Tracks bills, renewals, vendors and school calendars, and chases quotes when a price jumps.

Owns
Bills, renewals, vendor scheduling
Asks
Before any payment
Runs on
Mac mini in the home office
Sample build

Recruiting inbox agent

For a boutique search firm

Screens applicants against the scorecard, briefs the shortlist, books interviews and writes humane declines.

Owns
Screening, briefs, scheduling
Asks
Before invites and declines
Runs on
Mac mini at the front desk
Sample build

Practice front desk agent

For a two dentist practice

Confirms tomorrow's book, fills cancellations from the waitlist and has intake forms ready before the doors open.

Owns
Confirmations, waitlist, intake
Asks
Before calling a patient
Runs on
Mac mini behind reception

Founding clients

Be one of the first installs.

The first clients get a reduced install rate and Phil's direct line, in exchange for honest feedback. No testimonials here yet, because the first ones will be yours.

Three ways to work with PWood Group

Each one is run by Phil, with the same approval-first approach.

Private Agents

A private AI agent, installed on hardware you own.

For founders, physicians, lawyers, finance executives and family offices.

Takes off your plate

  • Sorting email and flagging what needs you
  • Filing attachments where they belong
  • Follow-ups, reminders and weekly briefs

How it's priced

Setup fee plus monthly retainer, quoted after a 20-minute call.

Explore Private Agents

Agent Operations

Custom agents for one recurring job, built, run and maintained for you.

For small and mid-sized firms with a back-office job that eats hours every week.

Takes off your plate

  • Invoice and receipt intake
  • Client onboarding paperwork
  • Recurring reports and reconciliations

How it's priced

Setup fee per job plus monthly retainer, quoted after a 20-minute call.

Explore Agent Operations

Builds & Advisory

One scoped AI build, or a clear plan for where AI fits.

For teams that want one specific tool built, or a straight answer on where to start.

Takes off your plate

  • A written plan for where agents fit
  • One tool or integration, built to spec
  • A second opinion before you buy software

How it's priced

Fixed price per engagement, quoted after a 20-minute call.

Explore Builds & Advisory

From first call to an agent in your office

You watch it handle your own work before it runs on its own.

  1. 1

    Scope call

    Twenty minutes. You name the work you want gone. Phil tells you straight whether an agent can own it.

  2. 2

    Built on your work

    Your agent is trained on your real examples: your inbox, your files, your way of saying no.

  3. 3

    Installed in person

    Phil sets up the machine in your office or home, connects your accounts with you in the room, and hands you the keys.

  4. 4

    A human on call

    Tools change and work shifts. Phil keeps the agent sharp, adds jobs as you find them, and picks up when you call.

Built to ask first

Every agent follows the same four rules.

They ask before they act.
Payments, messages to clients and anything you mark as sensitive wait for your approval.
They work in your tools.
Your email, calendar, files and accounting. Nothing to migrate and no new logins for your team.
They keep a record.
Every step is logged, so you can see what was done, when and why.
You can switch them off.
Pause or remove an agent at any time. Your data and its configuration stay yours.
Phil Wood, founder of PWood Group

You work with Phil directly.

PWood Group is small by design. The person who scopes your work is the person who builds it and keeps it running.

“I build agents the way I'd want one built for my own week: careful with your data, honest about what it can do, and always asking before anything leaves your hands.”
Phil Wood, founder
About Phil

Questions

What exactly do I get?

A private AI agent on a dedicated machine you own, installed in person, connected to your email, calendar and files, and built around the work you want off your plate. Then a person on call to keep it running.

What can it take on?

Work with clear inputs that repeats: inbox triage, scheduling, bills and renewals, intake, reporting, research, follow ups. If you can show five examples of the task, it is usually a fit.

Where does my data go?

Your files, history and logs stay on your machine. Only the text a step needs is sent to the AI model, over an encrypted connection. Nothing is stored on PWood Group servers.

What does it cost?

A one-time install plus a monthly retainer for upkeep. You get a fixed quote after the scope call, and founding clients get a reduced install rate.

What if it gets something wrong?

Anything consequential waits for your approval, so a mistake is a draft you decline, not a payment you chase. Routine slips are logged, reported and fixed in the workflow.

Who will I work with?

Phil, directly, from the scope call to the install to the monthly check-ins.

What's one task you'd hand off this week?

Describe it in a sentence or two. Phil reads every one and replies by email.

Next you'll add your name and email.