OperationsRAGMedium complexity
Matter-Aware Knowledge Search
Let lawyers and consultants search past work without one client's documents surfacing for another.
How we approach it
Index precedents, memos and deliverables with their matter and client permissions, and enforce ethical walls at retrieval time rather than after. Answers cite the documents they draw on. Hosted where client confidentiality and engagement terms allow.
Business value
Firm knowledge reused without confidentiality breaches
Technology stack
- Document management integration
- permission-aware hybrid retrieval
- LLM with citations
Related service
Proprietary AI DevelopmentRelated use cases
- Professional Services · MarketingProposal & Bid DraftingDraft proposals from past bids and credentials without reusing another client's confidential details.
- Professional Services · RiskContract Review Against PlaybookReview incoming contracts against the firm's or the client's negotiating playbook.
- Professional Services · ComplianceCitation Verification Before FilingCourts have sanctioned lawyers for filings that cited cases an AI tool made up.