# Accelerated Secure AI Search for a Business Services Firm

A business brokerage and franchise consulting firm supporting complex buy/sell transactions needed a fast, secure way to search over 150,000 internal documents.

Source: https://expedient.com/knowledgebase/resources/case-study/accelerated-secure-ai-search-for-a-business-services-firm/

# [Resources](/knowledgebase/resources/) / [Case Studies](/knowledgebase/resources/case-studies/)

## Accelerated Secure AI Search for a Business Services Firm

 ![Three colleagues reviewing a document together in an office]()

A business brokerage and franchise consulting firm supporting complex buy/sell transactions needed a fast, secure way to search over 150,000 internal documents. Advisors were spending days finding critical information, and employees were turning to unauthorized AI tools to fill the gap, creating serious compliance and NDA risk. The firm partnered with Expedient to deploy the AI CTRL Platform—delivering a secure, AI-powered search capability integrated into their existing SharePoint environment.

### Expedient Services

[AI CTRL Platform →](/services/artificial-intelligence/)

### Industry

 Professional Services 

## Challenges

Existing search tools inadequate for complex advisory workflows

No secure, compliant AI tool available for non-technical users

Manual document searches across 150K+ files took days or weeks

Employees using unauthorized AI tools with sensitive data, creating compliance risk

## Outcomes

![Check circle icon](https://res.cloudinary.com/dvlpy3tua/image/upload/fl_sanitize/uploads/EXP_Check_Circle_Icon.svg)

Document retrieval reduced to minutes, not days

![Check circle icon](https://res.cloudinary.com/dvlpy3tua/image/upload/fl_sanitize/uploads/EXP_Check_Circle_Icon.svg)

99%+ of 150K+ documents ingested and searchable at go-live

![Check circle icon](https://res.cloudinary.com/dvlpy3tua/image/upload/fl_sanitize/uploads/EXP_Check_Circle_Icon.svg)

Shadow AI eliminated; NDA-compliant AI in place

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September 29th, 2026 at 1:00 PM ET
## It’s Time to Decide Your VMware Path

[Join us →](https://go.expedient.com/VMWarePath)