Results

Outcomes, not reports.
Systems, not decks.

Every engagement closes with a working system in production, measured against a baseline, and owned by your team. Here is what that looks like in practice.

Federal Agency
Large Federal Agency
Regulatory / Compliance
10,000+ employees
Washington, D.C. region
67%
Reduction in document processing time
11wk
Pilot to production deployment
Automated compliance document review for a regulatory function processing 2,000+ submissions monthly
The agency's compliance review team spent 60–70% of staff time on initial document triage — determining whether submissions met filing requirements before substantive review could begin. Manual triage created a 3-week backlog during peak periods.
Solution
Deployed an LLM-based triage system integrated with the agency's existing document management platform. The system classifies submissions as complete, incomplete, or requiring human review. Staff focus moves to the 23% flagged for human judgment.
Outcome
67% reduction in triage processing time. Backlog eliminated within 6 weeks of deployment. Zero complete/incomplete misclassifications in first 90 days. Team redeployed to higher-value substantive review work.
Document AI LLM classification Document management integration GSA MAS delivery
// Client name withheld at their request · Results verified
Enterprise
Financial Services Firm
Financial Services
1,200 employees
Mid-Atlantic
44%
Reduction in report generation time
$280K
Annualized time savings (Year 1)
AI-assisted investment research and client reporting workflow for a regional wealth management practice
Relationship managers spent 8–12 hours per week generating client portfolio reports and investment research summaries. The process was largely manual — pulling data from multiple systems, formatting in Word, and writing narrative commentary. High turnover risk, inconsistent quality.
Solution
Built an AI workflow that pulls portfolio data from the firm's CRM and custodian feeds, generates structured narrative commentary using a fine-tuned model aligned to the firm's voice, and produces review-ready reports. Relationship manager reviews and approves in 15 minutes vs. 2 hours.
Outcome
44% reduction in report generation time. 100% of relationship managers adopted the workflow within 30 days. $280K annualized time savings. Client satisfaction scores increased 12 points — more time spent on advisory conversations vs. administrative work.
Workflow automation LLM fine-tuning CRM integration Report generation
// Client name withheld at their request · Results verified
Mid-Market
Healthcare Services Company
Healthcare Services
280 employees
Southeast U.S.
3.2x
Increase in intake processing capacity
90d
Assessment to live deployment
Patient intake workflow automation eliminating manual data entry and reducing scheduling-to-service time by 58%
A healthcare services company processing 400+ new patient intakes per week had 3 FTEs dedicated to manual data entry — transcribing information from intake forms into their EHR system. Error rates of 4–6% created downstream compliance and billing issues. Scheduling delays averaging 4.2 days.
Solution
Deployed an AI-powered intake processing system that extracts structured data from intake forms (paper and digital), validates against EHR field requirements, flags exceptions for human review, and populates the EHR automatically. Privacy-first architecture — no PHI stored in AI systems.
Outcome
3.2x increase in intake capacity with same staffing. Error rate reduced from 4.8% to 0.3%. Scheduling-to-service time dropped from 4.2 days to 1.8 days. Staff redeployed to patient communication and complex case coordination.
Healthcare AI Data extraction EHR integration HIPAA-aware design
// Client name withheld at their request · Results verified
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Additional case studies are being documented as current engagements close. Check back or reach out to discuss specific industry scenarios.

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