Operation
Find anything by asking.
A private assistant trained on your files answers with a link to the document it used. It says when it does not know.
The outcome
Any staff question about your own documents answered in seconds, with the source.

A day in the life.
| 9:12 | Q: where is the signed agreement for the Harbourview account? | asked |
| 9:12 | A: Clients / Harbourview / Contracts, the signed agreement from March; opened 3 times this month | answered |
| 9:30 | Q: what is our policy on expenses over $200? | asked |
| 9:30 | A: handbook ยง6.1, with the paragraph quoted | answered |
| 10:02 | Q: who approved the discount on the Harbourview renewal? | asked |
| 10:02 | A: not found in the files; suggests asking the account lead | unknown |
| 17:00 | day summary: 31 questions, 28 answered with a source, 3 not found | done |
- A: not found in the files; suggests asking the account leadDecide
Behind the curtain.
What a person sees
A search box that answers in sentences and links to the file. New hires stop asking where things are.
What it may do alone
Reads and answers. Never edits a document, never answers outside your own files.
Who answers for it
Respects who may see what; a question returns only documents that person could open anyway. Every answer is logged with its source.
Whose work changes
Senior people stop being the index. New hires learn from the files.
- A: not found in the files; suggests asking the account leadDecide
These four questions are our doctrine. They are answered in writing for every system before it runs.
See this run on your files.
Book a free 30-minute call. We'll walk through this operation with your own documents, calls or prospects.
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