Case Studies

Real-world examples of how we've helped organizations achieve their AI goals while navigating complex regulatory requirements.

All Workstreams AI Architecture & Build AI Strategy & Advisory Commercialization & Regulatory Due Diligence Evaluation & Benchmarking ML & Data Infrastructure
All Industries Benefits & HR Technology Healthcare Legal Multi-Industry Professional Services
Legal AI Architecture & Build Evaluation & Benchmarking

An AI-Native Operating System for M&A Deal Teams

AI architecture and evaluation strategy for a multi-year program at one of the world's largest law firms, building a unified workspace for diligence, document negotiation, communications, and institutional knowledge across transactional matters.

Challenge

Deal execution ran across email, spreadsheets, and systems that did not talk to each other, leaving no unified view of matter status, no structured record of decision rationale, and no reliable way to judge whether an AI system was fit to run on live matters.

Solution

Led the AI architecture workstream, directing a team of ten to design a modular, self-hostable platform inside the firm's own cloud tenant, and established the benchmarking discipline used to decide what shipped.

Key Results

  • Shipped to production; rollout underway from an initial deal team toward the full M&A practice
  • Designed a modular architecture that integrates existing legal systems rather than replacing systems of record
  • Built authorization that enforces ethical walls and matter governance flags before any content renders
Lead AI Architect

Our Role

10

Team Led

Read Full Case Study
Professional Services AI Architecture & Build Due Diligence

Automating First-Pass Diligence Research

Configuring an intelligence and authoring platform to a corporate investigations firm's subject-check workflow, automating retrieval, triage, translation, and drafting while keeping every claim traceable to its source.

Challenge

Analysts spent the bulk of a subject check on mechanical work: running the same searches across registries, litigation records, and news archives, translating non-English results, triaging what was relevant, and reformatting findings into the house report template.

Solution

A configured deployment that automates retrieval, screening, and drafting beneath the researcher, built on three design commitments established in discovery: every claim traceable to source, comprehensive coverage with a clean fallback to manual work, and the researcher in control of all final output.

Key Results

  • Automated link collection, relevance pre-screening, and cited-fact extraction across scoped web sources
  • Built registry table generation that outputs directly into the firm's existing report template
  • Delivered prose composition that drafts in the firm's house style from extracted facts
Phased Build

Engagement

Every Claim Cited

Design Standard

Read Full Case Study
Healthcare Commercialization & Regulatory AI Strategy & Advisory

Commercialization and FDA Strategy for a Wearable Biosensing Program

Serving as embedded Entrepreneur-in-Residence to a grant-funded university research program developing textile-based biosensors, covering FDA regulatory pathway, business model, and capital formation across a 24-month engagement.

Challenge

A university team had a genuinely novel sensing technology and a 24-month grant, but no regulatory pathway, no business model, and no clear route from a research prototype to a product anyone could buy or a company anyone would fund.

Solution

An embedded Entrepreneur-in-Residence role covering FDA regulatory strategy from wellness-device clearance through a software-as-a-medical-device transition, alongside customer discovery, business model development, and funding roadmap.

Key Results

  • Set predicate device analysis and a Class II clearance pathway as the program's first priority
  • Mapped the transition from a wellness device to software-as-a-medical-device classification
  • Structured a customer discovery program across clinical, research, and consumer segments
Entrepreneur-in-Residence

Our Role

24 Months

Engagement

Read Full Case Study
Benefits & HR Technology AI Architecture & Build Evaluation & Benchmarking

An AI Translation Agent for Benefits Plan Onboarding

Building an AI agent that converts benefits requirement workbooks into platform-ready configuration, replacing a manual translation step with a reviewable, confidence-scored workflow.

Challenge

Onboarding each new employer group required implementation teams to hand-translate dense, inconsistently formatted requirement workbooks into platform configuration: slow work that did not scale with the sales pipeline, and a recurring source of configuration errors that surfaced later as member-facing problems.

Solution

Delivered an AI agent that extracts and maps configuration data from requirement workbooks into platform-ready artifacts, wrapped in a review interface with per-field confidence scoring and source traceability on every mapping.

Key Results

  • Cut employer-group onboarding time by roughly 80%
  • Reached 95.6% cell-level and 94.7% field-level accuracy against production use cases
  • Built a reviewer interface with confidence flags and source tracing on every mapping
80%

Onboarding Time Saved

94.7%

Field-Level Accuracy

Read Full Case Study
Healthcare AI Architecture & Build Evaluation & Benchmarking

A Real-Time Voice Agent for Surgical Documentation

Architecting and delivering an AI documentation agent embedded in a mobile clinical application, converting surgeons' voice dictation into structured operative notes ready for billing.

Challenge

Surgeons dictated operative notes after every procedure, but the audio was sent out for human transcription, adding up to 72 hours before documentation was final and billable and leaving physicians to catch transcription errors after the fact.

Solution

Designed a decoupled, stateless AI engine embedded in the client's existing mobile web application, providing real-time transcription, template structuring, and voice-driven editing on HIPAA-compliant infrastructure.

Key Results

  • Removed the outsourced transcription step; dictation now produces a structured, reviewable note in-app
  • Delivered inside the existing mobile web application, with no rewrite to a native app
  • Built three voice workflows: freeform dictation, template filling, and conversational editing
Technical Lead

Our Role

5

Team Led

Read Full Case Study
Healthcare ML & Data Infrastructure Evaluation & Benchmarking

Building the ML Training Pipeline for a Medtech Device

Standing up the end-to-end data and machine learning pipeline for a non-invasive biosensing startup, taking a hardware founder from raw sensor output to a reproducible training and evaluation system.

Challenge

A medtech founder had working sensor hardware, accumulating time-series data, and no machine learning infrastructure: no reproducible path from raw sensor output to a trained model, and no way to tell whether a promising result was real signal or an artifact of fitting too many features to too little data.

Solution

Built an end-to-end training and evaluation pipeline spanning ingestion, feature engineering, time aggregation, and cross-validation, then used it to run a structured experimental program across target formulations, feature methods, and model architectures.

Key Results

  • Delivered a reusable training pipeline from database and file ingestion through cross-validated model comparison
  • Built a two-phase time aggregation framework handling high-frequency sensor data and lower-frequency reference labels
  • Established a feature engineering library spanning derivatives, spectral decomposition, wavelets, and dimensionality reduction
ML Lead

Our Role

2

Team

Read Full Case Study
Healthcare ML & Data Infrastructure AI Architecture & Build

Rebuilding the ML Pipeline Behind a Clinical AI Program

Designing and implementing an automated, reproducible data and machine learning pipeline for a research program at a leading academic medical center, whose models carry peer-reviewed validation and a path to clinical deployment.

Challenge

Strong deep learning models were being trained on a fragile foundation: hand-run scripts, cron jobs, and one-off statistical procedures spread across personal machines, with no lineage, no reproducibility, and silent failures whenever a team member was away.

Solution

Designed and led implementation of an automated, version-controlled pipeline, containerizing the team's existing statistical tooling, orchestrating it under a modern scheduler, and consolidating all code into a single authoritative repository with CI/CD.

Key Results

  • Removed silent job failures and single-person dependencies through orchestrated, monitored workflows
  • Ended data drift by consolidating business logic into one version-controlled repository
  • Containerized legacy statistical tooling under an immutability guarantee, so validated analyses stayed valid
Technical Lead

Our Role

5

Team Led

Read Full Case Study
Healthcare Due Diligence AI Strategy & Advisory

Healthcare AI Due Diligence

Technical due diligence for a private equity investment in an AI-powered healthcare technology company, assessing engineering capability, product strategy, and how much of the AI story held up under examination.

Challenge

Assess whether an AI-powered healthcare technology company's technical capability, product roadmap, and organization justified a significant investment, and whether its AI claims reflected genuine capability or repackaged third-party tooling.

Solution

Independent technical assessment covering AI and ML capability, platform architecture and scalability, security posture, acquisition integration, data maturity, and the strength of the product and engineering organization.

Key Results

  • Established which AI claims reflected proprietary capability and which rested on third-party tooling
  • Assessed platform scalability against the growth assumptions in the investment thesis
  • Identified technical debt, security exposure, and unresolved integration risk from prior acquisitions
Technical DD

Engagement

AI/ML Capability

Focus

Read Full Case Study
Multi-Industry AI Strategy & Advisory

Portfolio Company AI Strategy

AI strategy advisory for a private equity firm's portfolio companies, working across industries to identify where AI would pay off and what it would take to implement.

Challenge

Help portfolio companies across engineering, healthcare technology, food processing, and fitness identify where AI could address real operational problems, and separate those opportunities from the ones not worth pursuing.

Solution

A workshop-based advisory process moving each company from problem identification through solution design to an implementation roadmap with architecture, data requirements, and cost estimates.

Key Results

  • Identified concrete, high-value use cases in place of general AI ambitions
  • Matched each business problem to an appropriate technology rather than a default one
  • Worked through build-versus-buy decisions with the companies making them
Advisory Workshops

Engagement

Four Sectors

Industries

Read Full Case Study
Healthcare Commercialization & Regulatory AI Strategy & Advisory

Strategic Commercialization for a Health Technology Innovator

Commercialization, regulatory, and fundraising strategy for an academic research group taking a validated clinical diagnostic technology from published research toward market entry.

Challenge

An academic group with substantial publications and clinical validation needed to turn its diagnostic technology into a company: a market entry path, a regulatory route, the right industry partners, and materials credible enough to raise on.

Solution

A strategic engagement covering market and competitive analysis, go-to-market design, FDA pathway planning, partner identification, and preparation of investor materials and financial models.

Key Results

  • Produced a business plan covering value proposition, market opportunity, operations, and financials
  • Mapped the FDA pathway and the clinical data required to support it
  • Identified target industry partners and how to approach them
Commercialization Strategy

Engagement

FDA Pathway Mapped

Regulatory

Read Full Case Study