Case file index 04 selected · 240+ total · names redacted under NDA

Receipts.
Not résumés.

A small, curated set of recent engagements. Enough to see the pattern. Full case studies available under mutual NDA.

CS-041
HEALTHCARE · HIPAA

Replaced three legacy CRMs with one.

Regional Health Network
Outcome
$2.4M / yr in reclaimed clinician hours
→
+38%scheduling throughput
−62%manual data entry
11 wkstime to pilot
Epic FHIRSalesforce Health CloudCustom RAGAzure
CS-038
PROFESSIONAL SERVICES

A partner-only AI research assistant.

AmLaw 100 Firm
Outcome
Partner hours recaptured: 9.2 / wk, avg.
→
12,400docs indexed
98.1%citation accuracy
SOC 2certified
Custom RAGPostgreSQL + pgvectorHubSpotAWS
CS-034
PRIVATE EQUITY

One CRM playbook. Seven rollouts. One quarter.

PE Holdco — 7 portfolio cos.
Outcome
Cross-portfolio deal-flow visibility, unified
→
7portcos live
1quarter
0incidents
Custom CRMZapier EnterpriseOpenAISnowflake
CS-031
FUNDED STARTUP

Ops platform: onboarding → billing → renewals.

Series-B FinTech
Outcome
Replaced 9 SaaS subscriptions · $410k / yr
→
9tools retired
4.1×ops throughput
14 wksv1 shipped
Next.jsPostgresStripe BillingLangChain
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