Case studies

Engagements that left the regulator satisfied and the partners quiet.

Names are withheld at the client's request. Outcomes are reported as measured at the close of the initial engagement. We are happy to discuss any of these in detail under NDA.

01
Legal
AmLaw 200 litigation firm

Three decades of matters, searchable inside the firm, with privilege intact.

Context

A litigation practice with thirty years of filings, discovery, and internal memoranda was losing weeks of associate time on every matter to redundant search. The firm had explored public AI tools and rejected them under ABA Formal Opinion 512. The general counsel needed a system the firm controlled end to end.

Approach

We deployed ClerkBox inside the firm's own data center, indexed the entire matter archive under existing access controls, and instrumented every interaction with a privileged audit log. Ethical walls were enforced at the model layer, not the application layer.

Outcomes
78%
reduction in associate search time per matter
0
documents leaving the firm's infrastructure
11 weeks
from kickoff to production deployment

We had two options that satisfied the opinion. Forbid the technology, or own it. Feerstone gave us a way to own it without owning the engineering problem.

General Counsel·AmLaw 200 firm
ABA Formal Opinion 512Quebec Law 25SOC 2ISO 42001
02
Healthcare
Regional hospital network

Forty-eight clinics documented in-house, with no PHI ever in transit.

Context

A hospital network spanning forty-eight clinics was losing nine to twelve clinician-hours per week, per physician, to documentation. Existing ambient scribe vendors routed protected health information through third-party infrastructure, which the chief privacy officer would not approve.

Approach

ScribeStation was deployed on hardware inside each facility, with inference running locally and notes synced into the existing EHR through the network's own integration layer. Clinicians retained final review and signature before commit.

Outcomes
6.8 hrs
weekly time returned to each clinician
100%
of PHI remained inside the network
94%
physician approval rate after twelve weeks

Our privacy officer signed the deployment memo on the first read. That has never happened with a vendor that touches charts.

Chief Medical Information Officer·Regional hospital network
HIPAAPHIPAQuebec Law 25ISO 42001
03
Defense
Tier-two defense supplier

Decades of program documentation, made searchable inside a CMMC Level 2 boundary.

Context

A supplier with multiple active programs could not give cleared engineers timely access to the documentation they were entitled to read. Each request created a paper trail and a delay. Public retrieval tools were disqualifying. The CMMC assessor required tamper-evident logging of any new system inside the enclave.

Approach

CMMC-Ready RAG was deployed inside the existing enclave, scoped to program-by-program access tied to facility clearances. Continuous evidence collection was wired into the assessor's preferred format from day one.

Outcomes
82%
reduction in mean time to documented answer
Zero
assessor findings tied to the new system
1 enclave
additional perimeter introduced — none crossed

We asked for a system the assessor would not flag and the engineers would actually use. We have not had to choose between the two.

Director of Program Security·Tier-two defense supplier
CMMC 2.0 Level 2NIST AI RMFISO 42001
04
Financial
Cross-border commercial bank

One AI program. Two regulators. No data across the line.

Context

A bank with material operations in both Canada and the United States was facing two AI programs, two governance frameworks, and two infrastructure footprints. The board wanted one program. OSFI in Canada and the United States federal banking regulators wanted, in effect, two.

Approach

We architected a dual-entity AI program. Canadian workloads run on Canadian infrastructure under the Canadian entity. United States workloads run on the United States side. A shared governance layer reports to the board in one voice. Data does not cross the line.

Outcomes
1
board-level program serving two jurisdictions
0
regulator-flagged cross-border data flows
9 months
from board mandate to regulator-ready documentation

Feerstone gave us a program that satisfies both regulators without pretending the border does not exist. That is what we needed.

Chief Risk Officer·Cross-border commercial bank
OSFI B-13Quebec Law 25NIST AI RMFISO 42001
Private briefing

Every engagement starts the same way: a confidential conversation about one high-value workload.

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