Institutional knowledge (proposals, engagement contracts, pricing history, prior deliverables, client correspondence) was spread across document repositories, email, and individual memory. Answering a recurring question meant manually searching multiple systems, often depending on whoever happened to remember, with no reliable way to verify an answer against its actual source.
Enterprise Document Intelligence
Turning Scattered Firm Knowledge into Instant, Citable Answers with AI
Turns proposals, contracts and engagement records into a source-cited knowledge base, cutting research time from days to under an hour.
Company Context
Professional Services Firm
Built With
Structured document extraction and a governed retrieval layer respecting client/matter-level access boundaries.
Capabilities Demonstrated
RAG & Business KnowledgeSource Citation & TraceabilityAuthentication & Access ControlEvaluation & Observability
A document intelligence system that extracts and unifies proposals, contracts, and engagement records into a searchable knowledge base, every answer grounded in and cited back to its source document, not just plausible-sounding.
Key Capabilities
Extracts structured information from proposals, contracts, and engagement records
Builds relationships across related documents (a contract linked to its originating proposal and later amendments)
Answers natural-language questions grounded in the unified knowledge base
Cites the specific source document and passage behind every answer
Surfaces related precedent automatically (similar past engagements, comparable pricing)
Time to find and confirm firm knowledge reduced from days to under an hour.
An estimated 70% of recurring knowledge questions answered without escalating to a senior team member.
Illustrative, research-informed estimates: this describes a capability pattern, not a specific verified client engagement.
Source citation and traceability on every answer
Access governance respecting client/matter-level confidentiality boundaries
Evaluation against known-answer benchmarks
Human review for low-confidence or ambiguous answers, rather than false confidence