Working doc · Internal docs.mangrove-web.com · Firefly + Mangrove
Insight Exposure & Risk Sciences Group

Project orientation

Insight is a scientific consulting firm that provides expert witness work, exposure assessments, and litigation support. Firefly Partners brought Mangrove in as a collaborator on their AI transformation engagement. This page collects the project context, scope, people, and next steps in one place.

Track 1 — Foundations (completed)
What's already been done Complete

Firefly (Jen Frazier + Ben Freda / BFC Digital) ran the foundations track through March 2026:

SOW 3 — Track 2 scope
Budget & timeline Pending signature

Sept 2026 – Apr 2027. All billed at $300/hr. Phase 1 discovery ($10,500) due at signing.

PhaseNTE
Phase 1: Discovery, Research & Solutions Testing$10,500
Focus Area 1: Case Material Summarization$73,500
Focus Area 2: Document Search & Organization$42,000
Total not-to-exceed$126,000
Phase 1: Discovery sprint Up next
35 hours · 6–8 weeks · starts Sept 2026 after new IT hire onboards

Refresh requirements from the March blueprint, evaluate the current AI tool landscape, and test solutions against real Insight materials before committing to a build path.

Focus Area 1: Case material summarization Discovery
245 hours NTE · $73,500

Problem: Staff manually summarize interrogatories, depositions, and medical records into structured reports. Extremely time-intensive and citation-dense. Off-the-shelf tools (CoCounsel trial) didn't meet Insight's needs.

Build: Custom tool that ingests case materials and produces summaries in Insight's specific template format with proper citations and traceability back to source documents.

Focus Area 2: Document search & organization Discovery
140 hours NTE · $42,000

Problem: Thousands of scientific PDFs scattered across project folders. Central library has maybe half the materials. Inconsistent naming, rampant duplicates, search frequently fails. Past work products (reports, opinions, analyses) are similarly unsearchable.

Build: Searchable library across both the scientific reference collection and past work products, handling real staff queries against actual Insight documents.

Hard constraints
ZDR (Zero Data Retention) is mandatory. No model training on client data. All tooling must comply.
Case materials are privileged. Attorney-client privilege; cannot go to public AI tools. Must use a "Closed Internal AI System" per Insight's own governance policy.
Citation accuracy is non-negotiable. Litigation context — every summary must trace back to source with verifiable citations.
Key people
Jenn Sahmel
CEO / Managing Principal Scientist
Insight Exposure
Josh
Current AI/tech lead, main POC
Insight Exposure
New Technical Director
Starts Sept 8 — will own AI going forward
Insight Exposure
Jen Frazier
Project lead
Firefly Partners
Su Thazin Thin
AI specialist
Firefly Partners
Stephanie Burnett
Team member
Firefly Partners
Ben Freda
Built the Track 1 Claude skills
BFC Digital
Maiya Holliday
Co-collaborator, Claude builder
Mangrove Web
Thursday call — meet & greet
Call context & positioning This week

Format: Meet and greet between Insight (Josh + Jenn Sahmel) and the expanded Firefly team (Su + Maiya) as the engagement heads into SOW 3.

Maiya's positioning: Colleague and collaborator who has worked with Firefly on many client projects, fluent in Claude, has built things, and can co-lead discovery and solution testing.

Su's positioning: Member of the Firefly team, AI specialist.

Goal: Get the green light on SOW 3. Expect intros, early ideas, and open conversation about the project.

Reading the room

Jenn Sahmel (CEO) — not AI-savvy but eager for solutions. Jen Frazier's friend of 20 years (how Firefly got the gig). Smart, ready to have AI solve big problems.

Josh — current tech lead, will stay involved but the new Technical Director (starting Sept 8) will take over as main AI point of contact.

Per Jen: "Overall they are super fun, very smart, and very easy to work with."

Reference docs
Documents in repo

All in working/client-info/:

Slack channel

#proj-ff_insightexposure (private) on the Firefly Partners workspace. Created Aug 25, 2026.