Phase 1: Index Your Firm's Knowledge
Engagement letters, playbooks, prior advice, client correspondence — turned into a searchable knowledge base your AI can cite from.
Deliverables
- Indexed repository of your firm's documents (PDFs, Word, email archives, practice-management notes)
- Document classification taxonomy aligned to how your firm actually works
- Ingestion pipeline that updates automatically as new documents land
Actions
- Pull from your document management system, shared drives, and email archives via supported connectors
- Apply chunking and embedding strategies tuned for legal / financial / advisory content
- Run a confidentiality / privilege review on what should and shouldn't be indexed
Outcome
- A retrieval layer that knows your firm's prior work — citations, not hallucinations
- Stays inside your perimeter — no third-party SaaS sees the documents
Phase 4
Phase 2