Multi-pass document extraction, a swappable AI backend (cloud Bedrock or fully local on-premise), and audit-grade logging on every call. One chassis, four regulated industries.
925,000 resident calls a year, 15+ disconnected applications per interaction. Vault CRM is the case study that proves this architecture holds up outside a law firm — tenant-isolated, compliance-mapped, and still fast to ship.
Working AI-handled intake demonstration built specifically for the City of Charlotte and presented to the City's AI and technology stakeholders. Six end-to-end 311 call types running, agent-handoff included, evidence-of-work artifacts shown live.
The demo led directly to an invitation onto the City's CRM RFI. The response: a unified intake workspace where phone, web, SMS, and email all funnel to one conversation thread, AI assists agents in real time, and a deflection layer handles routine requests before they ever reach a human. Hosted in the City's own AWS Bedrock tenant. NIST 800-53 control mapping in flight, SOC 2 / ISO 27001 roadmap drafted.
Legal, wealth management, healthcare, or government — tell me the compliance boundary you're working inside and I'll tell you what's actually possible.
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