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Knowledge

Ask a Question,Get a Sourced Answer

Search across SharePoint, Google Drive, Confluence and your file server at once — with answers that cite the document and page they came from, and that never show anyone a file they could not already open.

Counted, not claimed

6

Source connectors

7

File types parsed

Permission-aware — inherits source access controls

Citation and page anchor on every answer

CHALLENGE & APPROACH

The problem, and how we solve it

The Challenge

The answer exists. It is in a proposal from two years ago, or a spreadsheet on the shared drive, or an email attachment nobody filed. So the question gets asked in a group chat instead, someone senior answers it from memory, and the same question gets asked again next month. Meanwhile the documents that would have answered it sit across four systems with four different search boxes.

  • Knowledge spread across SharePoint, Drive, Confluence and a NAS nobody has indexed
  • Senior people interrupted for answers already written down somewhere
  • Search that matches filenames but not what is inside a scanned PDF
  • New joiners taking months to learn where things are kept
Our Approach

We connect to the systems where your documents already live, keep the index current with incremental sync, and parse what is actually inside them — including scans, spreadsheets and email attachments. Questions get answers with inline citations and page anchors, so every claim can be checked against the source. Retrieval is permission-aware: the index carries the source system's access controls, so a user only ever sees results from documents they can already open.

Why This Product
  • Permission-aware retrieval — a user never sees what they could not already open
  • Every answer carries citations, source links and page anchors
  • Reads inside scans, spreadsheets, slides and email attachments, not just filenames
  • Incremental sync keeps the index current without re-indexing everything
  • Admin view of index health, coverage and the questions that return nothing
Who It's For
  • Professional services firms with decades of precedent documents
  • Engineering and construction teams searching drawings, specs and project files
  • Teams whose knowledge is spread across several document systems
  • Businesses onboarding new staff into a large document estate
  • Anyone whose experts are interrupted daily for answers already written down

KEY FEATURES

What Internal Knowledge Search does

Six source connectors

  • SharePoint and OneDrive, Google Drive, Dropbox
  • Confluence, local NAS and file servers
  • Email archives, including attachments

Seven file types parsed

  • PDF, DOCX, XLSX, PPTX
  • Scanned PDFs read with OCR
  • CAD metadata, plus email and its attachments

Permission-aware retrieval

  • Access controls inherited from the source system
  • Results filtered per user at query time, not after
  • ACL inheritance tested explicitly before go-live

Cited answers

  • Inline citations with links to the source document
  • Page anchors that land on the passage, not the front page
  • Every claim traceable back to a document you can open

Incremental sync

  • Change detection rather than full re-indexing
  • New and edited documents picked up automatically
  • Deletions and permission changes propagate to the index

Hybrid retrieval

  • Keyword and semantic search combined, not one or the other
  • Re-ranking to put the genuinely relevant passage first
  • Conversational follow-up that keeps the earlier context

Search UI & filters

  • Filter by document type, date, department or project
  • Narrow to a matter, a client or a job when you already know where to look
  • Feedback on every answer feeds retrieval tuning

Admin & coverage

  • Index health and coverage across every connected source
  • Top queries, and the queries returning nothing
  • Zero-result reporting shows where knowledge is genuinely missing
On the roadmap — not yet shipped
  • Slack and Microsoft Teams bot
  • Structured sources — ERP tables and project databases
  • Auto-generated summaries per project or matter
  • Entity extraction into a knowledge graph across projects, clients and precedents

HOW IT WORKS

How it works

01

Connect the sources

SharePoint, Drive, Dropbox, Confluence, the NAS, the email archive — read-only, using the same access model they already enforce.

02

Parse & index

Documents are read for what is inside them — including OCR on scans — then chunked and indexed, carrying each document's source permissions with it.

03

Sync incrementally

Change detection keeps the index current as documents are added, edited, moved or deleted, and as permissions change. No nightly full re-index.

04

Retrieve, filtered by permission

A question runs keyword and semantic retrieval together, re-ranks the results, and filters them against what that specific user is allowed to see.

05

Answer with sources

The answer comes back with inline citations, links and page anchors — so anyone can check it against the document rather than trusting it.

INTEGRATIONS

Connects to what you already run

Document sources

  • SharePoint
  • OneDrive
  • Google Drive
  • Dropbox
  • Confluence
  • NAS / SMB

Practice management

  • LEAP
  • Actionstep
  • Xero Practice Manager

Identity & access

  • Microsoft Entra ID
  • Google Workspace
  • SSO / SAML

Access controls are inherited from these, not re-declared here.

Running something that isn't listed? Tell us what it is — anything with an API or a read-only database view can usually be connected.

TRUST & CONTROLS

Built for the audit, not just the demo

Permission leakage is the failure that matters

The index carries source ACLs and results are filtered per user at query time. We test inheritance explicitly before go-live, including what happens when someone's access is revoked — one leaked document ends the relationship.

Cited, or it does not answer

Answers are grounded in retrieved passages with citations and page anchors. Where there is no supporting document, it says so rather than composing something plausible.

A scope boundary per engagement

Document estates sprawl, and indexing everything costs more than it returns. We agree what is in scope up front rather than letting the index grow without limit.

Data residency

Malaysia, Australia or Singapore — set per tenant. No cross-region data movement, ever.

Audit log

Every read and write of your data is logged, exportable, and retained to your policy.

Human approval gate

Nothing writes to your system of record without someone approving it. That is a product rule, not a setting.

PII handling

No personal data in logs. Prompts are redacted before they are stored, and credentials are isolated per tenant.

HOW WE DELIVER

What happens after you get in touch

  1. 01

    Discovery

    A paid diagnostic that maps your systems, takes a real data sample, and captures the baseline metric. Without a baseline measured before go-live, no one can prove what changed afterwards.

  2. 02

    Configure

    Connectors, field mappings, validation rules and templates set up against your systems — configured for how you actually work, not rebuilt from scratch.

  3. 03

    UAT & parallel run

    The system runs alongside your existing process for two to four weeks. You see the delta on your own data before anything is switched over.

  4. 04

    Handover

    Training, a runbook and documentation — plus the admin UI, so your team can change mappings and rules without coming back to us.

Start with a discovery call

We'll come back to you within 48 hours.

Start Your Project

Let's work together,
get started.

Tell us about your project. We'll respond with a tailored proposal within 48 hours — no templates, no salesperson.

  • No commitment required
  • Response within 48 hours
  • Signed NDA on request

Ready to take your business to the next level? Send us a message and see how we can help.

Or email [email protected] directly