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Answers with their sources

Knowledge and enterprise search

One search box over your shared drives, wikis, tickets and contracts, and every answer links to the paragraph it came from. Sellers find the right price or past proposal while the customer is still on the call.

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Policy searchSigned SOWs after a client leaves?

Retention questionCited

Seven years from the close of its last engagement,1 in the client’s folder on the archive drive.23

  1. 1Records retention policy, §4.3Drive · /legal/policiesWhen a client leaves, the period runs from its last engagement.
  2. 2Archiving a client folderWiki · /operations/contractsA departed client’s signed SOWs move to the archive drive.
  3. 3OPS‑402, folder archivedTicket · Ops queueMoved to the archive drive with its signed SOWs in place.
  4. Another sourceNo accessRestricted to the legal team, so it is not used.

Follow-ups are answered only from sources this user can open.

What sits behind the search box

The search runs on RAGFlow or Haystack, with Qdrant holding the index.

  1. 01Links to drives, wikis, ticket systems, mail archives and databases
  2. 02Search tuned to your acronyms and document layouts
  3. 03Side-by-side flags where two sources conflict
  4. 04The same access rights as each source
  5. 05A test set that scores every answer before and after a change
  6. 06Each source re-read on its own schedule
Yours at the end

policy-search/

connectors/Drive, wiki and ticket sync, with permissions

retrieval/Search tuning and the acronym list

evals/Questions with their expected answers

deploy/Hosting for the search engine

The retention question, with its sources

TodayA question asked in chat

Answered from memory by whoever is online

01Find
Acronym expandedSOW
Passages4 found
Filtered by access1 removed
02Check
Answer built from3 documents
ConflictsNone found
Unsupported claimsDropped
03Answer
Citation opensAt the paragraph
Answer lengthOne paragraph
Searchable142 documents
OutAnsweredCited
Answer timeUnder a minute
Asked beforeTwice this month
Checked byA scored test set

By industry

Search across legal, consulting and clinical files

Precedent searchMatter-scoped
Three prior filings
Each citation opens at its paragraphCited
This user’s index only
Walled matters are outside itScreened
A claim in the brief
Flagged for the attorneyUnsupported

3 filings cited from the matters this user may open

Legal

Find what the firm already knows

Closest matchOps assessment, 2024
ReusableApproach, estimate model
Confidential §6Withheld

Ops assessment, 2024 · closest of 1,240 · Cited answers

Professional services and consulting

Payer-rule searchAsked by billing
PPO, outpatient knee MRI
Payer imaging policy, §2Prior auth
3 business days of notice
Front-desk auth checklistPayer portal
Auth task opened
Both sources go to the coordinatorQueued

Each citation opens the policy at the paragraph.

Healthcare providers

Related services

One answer, reused three ways

Staff get it in Slack and Teams, with its sources attached.

Conversational AI and chatbots

Older signed SOWs on paper are queued for scanning.

Document intelligence and intake

The question and its withheld source go to the access log.

Security and compliance engineering

All solutions

How it goes live

  1. 01 · Optional

    List of sources

    Your drives and wikis, plus 50 questions your staff ask

  2. 02 · Optional

    Test on your questions

    Answers scored against those questions before launch

  3. 03 · Enterprise search

    Every source connected

    Drives, wikis and tickets, with their access rights

  4. 04 · Ongoing

    Upkeep

    The test questions rerun after every change

Point us at the documents your staff search

You get a list of your sources and 50 test questions.

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