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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

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