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What changed at firms I worked with.

Recent engagements, told plainly and without client names: what the matter needed, what I did, how the work holds up, and what it produced.

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Case support · Insurance premium dispute

A seven-figure premium audit, rebuilt from the ledger up.

85 to 90% below the premium the insurer claimed, in a fully reproducible, audit-ready record

The situation
A litigation team was disputing a seven-figure insurance premium audit.
What I did
  • Classified more than 280,000 general-ledger transactions against the policy's exclusions.
  • Reproduced the insurer's own premium math, to the dollar.
  • Had a second AI system rebuild the analysis blind, to check the first.
How it holds up
The analysis was rebuilt independently and blind, and every step can be reproduced, so the record stands up to an audit.
The result
A fully reproducible, audit-ready record showing the supportable premium was roughly 85 to 90 percent below the amount claimed.

Case support · Email archive review

Email archives, turned into a review set a paralegal can run.

Minutes to process tens of thousands of emails, with client data kept on the firm's own machine

The situation
A law firm needed a faster way to turn large email archives into something its team could review, while keeping confidential client data on its own computer.
What I did
  • Built a secure tool that runs locally, on the firm's own computer.
  • It converts Outlook and MBOX archives into individual email documents and extracts every attachment.
  • It builds an Excel index with a summary of each message and a link to its file.
How it holds up
Every entry in the index links back to its source file, so the collection stays traceable from summary to original.
The result
A paralegal now processes tens of thousands of emails from an inbox in minutes, securely, into an organized, traceable collection for review.

Both engagements were case support: analysis on a live matter, checked before anyone relied on it. How case support works

Let's talk

Have a matter like these?

Tell me the matter, the record volume, and the deadline. I'll tell you quickly whether and how I can help.

Prefer to reach me directly? steve@intelligencebyintent.com (805) 876-4847

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