Knowledge search across the document system
Find the firm's own best work, with the walls respected.
The problem
The precedent exists. A partner drafted it two years ago for a similar deal, and nobody can find it, so it gets drafted again from a template.
How we would run it
STAGE 1
Evidence
A written picture of the current state, with its gaps named.
Inventory where the good material actually lives — the document system, yes, but also mailboxes and personal drives. Ask people where they look first.
STAGE 2
Baseline
A baseline measurement both sides agree on.
Measure retrieval today on real questions from real matters, and test the ethical wall model against search before anything is indexed.
STAGE 3
Design
A design your architecture and risk leads have approved.
Set the metadata standard, curate the collections that carry the value, and make permissions and walls part of the retrieval design rather than a filter bolted on after.
STAGE 4
Ship
Working software or a live process, in production.
Launch to the practices that asked for it, with results showing why a document matched and who may open it.
STAGE 5
Prove
A result measured against the baseline, and an instrument you keep.
Re-run the retrieval measure, report the change, and hand the standard over with an owner attached.
What you get
- Metadata and taxonomy standard the firm will maintain
- Curated precedent and know-how collections for the practices in scope
- Permission and ethical-wall model, tested against retrieval
- Retrieval quality measure you can re-run
What it needs from you
- Document system access, with the wall configuration as it stands
- Real questions from real matters, for testing
- A practice sponsor willing to curate
Where the human stays
Walls and permissions are enforced at retrieval, and tested with deliberate attempts to breach them before launch. Results show provenance so nobody relies on a document they cannot open.
How we would know it worked
- Retrieval quality on the question set, before and after
- Use by the practices in scope
- Wall tests passed at every change
Where it starts
Starts as a sprint
AI Tooling Reality Check
What you own, what you use, and what the demo did not show.
Sprint details →Grows into
Data & KM Foundation
Make your own work findable, so AI has something good to work with.
Program details →Start with one sprint
Two to three weeks, one approver, a deliverable you keep. Tell us the problem and we'll come back within one business day with a scope, a date and a fee.
Scope a sprint →