Vertical 01

Healthcare

Patient-facing concierges and operational systems for dental and eldercare practices. Regulated guardrails, AEO-optimized content, and citation-ready answer infrastructure — production today.

  • Dental practicesEldercare networks
  • Regulated conciergeAEO + content infra
  • Patient educationCitation-ready answers
Vertical 02

PI law firms and commercial law firms run on iSM-built concierges with regulatory guardrails. AI denial, licensure boundaries, statute-of-limitations gating — enforced at the prompt layer.

  • PI law firmsCommercial law firm
  • Regulated conciergeCRM federation (Layer 3)
  • Disclaimer bannersCitation-defensible audit
Vertical 03

Retail & Distribution

Multi-system integration for high-SKU retail and B2B distribution operations. ERP + POS + CRM unified into a single bidirectional sync layer. iSM-built. iSM-operated. AWS Lambda + Layer 3 retrieval observability next.

  • Retail client~12K products
  • ERP + POS + CRM sync~3K B2B accounts
  • Daily reconciliation~26K quote records
Vertical 04

Wealth & Real Estate

Retrieval-shaped AI for wealth-management and real-estate platforms. Layer 3 retrieval, role-based access tiers, citation-ready answer infrastructure — built for operations where AI has to defend its sources, not just generate text.

  • Wealth platformsReal-estate platforms
  • Layer 3 retrievalRole-based access tiers
  • Citation-ready answersAudit logs for defensibility
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