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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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

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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

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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

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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

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