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Ideas
Professional Services

Make the firm's own knowledge answerable in seconds

A professional services firm

A consulting firm whose expertise is scattered across wikis, drives, and past engagements could make all of it answerable. The idea: a grounded knowledge assistant that answers from the firm's own documents, with a citation and respect for who can see what.

seconds
target: a cited answer from firm knowledge
55%
target: fewer repeat questions to senior staff
grounded
in the firm's own files, with sources

The opportunity

Answers live in Confluence, SharePoint, and years of past project files, and nobody can find them. New hires ask the same questions for months and senior people get interrupted to repeat what is already written down. A generic chatbot is a non-starter because it would make things up across confidential client work. That is the opportunity.

Target outcome

seconds

target: a cited answer from firm knowledge

5 weeks to pilot
The build

What we would build

No black box. These are the concrete pieces we would put in place, in the order they matter, with a human in the loop wherever the stakes are high.

  1. 1

    Build connectors that sync the firm's sources and carry their access permissions through to retrieval

  2. 2

    Set up a chunking and embedding pipeline with metadata for source, owner, and freshness

  3. 3

    Run permission-aware hybrid search with reranking so the right passage surfaces for each question

  4. 4

    Generate grounded answers with an inline citation for every claim, and a refusal when retrieval is weak

  5. 5

    Schedule re-indexing on change events so answers track the latest version of every document

Target outcomes
seconds
target: a cited answer from firm knowledge
55%
target: fewer repeat questions to senior staff
grounded
in the firm's own files, with sources

Representative stack

LangGraph Anthropic Claude Ollama pgvector Postgres LangSmith

We choose tools to fit the job and your constraints, and favor open-source and local options where they fit. We are not tied to any one vendor.

Time to value

5 weeks to pilot

We start narrow, prove the result against your real baseline, and expand once it holds.

Want to put this idea to work in your business?

Take the assessment. We start from the outcome you need and turn it into a fixed-price plan in one working session.