Goal
Summarize precedent notes across 60 internal matters without exposing sensitive data.
Tooling
Self-hosted CRM, private document store, Vibe running with on-prem models.
Outcome
Research time reduced by 65% with auditable, redaction-safe summaries.
Workflow story
The lawyer asks Vibe: "Search our case database for prior matters related to multi-state data breaches. Summarize outcomes, cited statutes, and settlement ranges. Keep client names masked." Vibe navigates the internal CRM and document store, extracts relevant notes, and compiles a structured summary.
Because Vibe runs in a self-hosted environment, no data leaves the firm. The lawyer reviews the results, approves the redaction list, and forwards the summary to the team.
How it works
- Open the self-hosted case database and authenticate locally.
- Search for precedent matters by tags, statutes, or jurisdictions.
- Extract key outcomes, citations, and settlement ranges.
- Draft a redaction-safe summary for internal review.
- Approve and share the summary with the legal team.
Why Vibe vs Atlas, Comet, Composite, or Strawberry
- • Runs inside private, self-hosted CRMs and document stores.
- • Keeps data on-prem with privacy-first deployment options.
- • Provides audit trails and human approval before sharing.
- • Automates end-to-end research rather than just summarizing search.
What Vibe handled
- • Queried the internal CRM for relevant matter tags.
- • Opened related documents and extracted key citations.
- • Generated a redaction-safe summary with traceable sources.
- • Logged the workflow for audit review.
Why privacy mattered
The firm cannot send case details to external AI vendors. Vibe's local or self-hosted mode lets them keep client data on-prem while still benefiting from automation.
Result
The team delivered a defensible research packet within hours, without risking confidentiality or compliance exposure.
FAQs
Does Vibe keep client data on-prem?
Yes. Vibe can run in a self-hosted environment so case data stays inside your private infrastructure.
Can Vibe redact sensitive details automatically?
Vibe flags sensitive fields and prepares a redaction-safe draft for lawyer approval.
How is this different from AI search tools?
Vibe works inside private CRMs and document stores; AI search tools cannot access those systems.
Is there an audit trail?
Yes. Vibe logs the workflow steps so compliance teams can review actions and sources.