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Knowledge and document systems

Answers your people can check: retrieval built on the documents your firm approved, with the source attached to every response.

What it is

A general chatbot answers confidently from anything it has ever read. That is fine for a first draft and useless for a firm whose answers carry liability. A knowledge system reads a defined library — your policies, precedents, contracts, standard operating procedures — and shows which document each answer came from, so the person sending it out can check the citation before they do.

Most of the work is not the model. It is deciding what belongs in the library, who may see which part of it, how a document gets retired when it stops being current, and how you find out whether the answers are still good six months after launch. Those are governance decisions, and they are made with your people.

How it runs

Step 01. Decide

We start from the questions your people actually ask, not from the documents you happen to have. Then we inventory the sources, mark what is current, and surface the contradictions. Two live versions of the same policy is the normal finding, not the unusual one. Access rules get decided here, before anything is indexed.

  • Source inventory with an owner per collection
  • Access map
  • The question set the system must answer
  • Retrieval rules decision

Step 02. Build

The library gets structured first. We build retrieval that cites its source, then grade it against questions with known answers, including the ones it should refuse. Nothing reaches the firm until it passes on the questions that matter and declines the ones outside its library.

  • A structured document library
  • Retrieval and citation rules
  • An evaluation set of graded questions
  • Acceptance criteria

Step 03. Operate

Knowledge systems decay quietly. A superseded policy stays in the library, keeps getting cited, and nobody notices until an answer goes to a client. So each collection has an owner and a refresh date, a person reads a sample of answers on a schedule, and retiring a document is a step somebody knows how to take.

  • A named owner per source collection
  • A refresh schedule
  • Sampled answer reviews
  • A runbook for adding and retiring documents

Who this is for

HR

The same handful of policy questions arrive every week, and the answers live in a folder nobody can navigate. Staff get an answer with the policy attached, and your team handles the cases that are genuinely unusual.

Sales and RevOps

Every proposal starts by hunting for the version of an answer somebody approved last quarter. Approved language comes back with its source, so responses stop being rebuilt from memory under deadline.

Operations

Procedures live in six places, and the current one is whichever the last person happened to open. One library, one owner per collection, and a date on everything in it.

Marketing

Claims get rewritten from scratch each campaign because nobody can find what legal already cleared. Cleared language is retrievable with the approval attached, and review stops being the bottleneck.

Example engagements

Questions

How is this different from uploading our documents to a general AI tool?

Start with the boundary. The library is defined, so the system reads what you cleared and nothing else. Every answer carries the document it came from, so a person can check it in seconds. And access rules are enforced inside the system, so a partner and a paralegal do not get the same answers to the same question when they should not.

What stops it from making things up?

Retrieval rules that require a source, and a graded evaluation set built before launch. We write questions with known answers, including questions the system should decline because nothing in the library covers them, and we measure it against both. A system that cannot find an answer should say so, and we test that it does.

Who decides what goes into the library?

Your firm does, collection by collection, and each collection gets a named owner. We run the inventory and put the contradictions in front of the owners, but the decision to include, exclude, or retire a document belongs to the person who is accountable for it. That is the whole basis of being able to trust an answer later.

What about confidential documents and access rules?

Access is mapped before indexing, not bolted on after. The system runs inside your environment under your firm's existing permissions, and a document nobody should see is a document the retrieval layer will not return to them. Where a matter or client boundary applies, the library is partitioned along that boundary.

How do we keep it current after launch?

Each collection carries an owner and a refresh date. A person reads a sample of real answers on a schedule and flags anything that has drifted. Adding or retiring a document is a documented step your team performs, not a support ticket to us. This is the part most knowledge projects skip, and it is why they go stale.

Start withthe businessproblem.

Thirty minutes. You describe what's slow, manual, or opaque today. We tell you honestly whether we're the right firm to fix it.

30 minutes