Turn your institutional knowledge into answers your team can use in seconds.
Source-grounded answers from your own documents
Knowledge Vault turns contracts, procedures, client history, precedents, and internal documents into a searchable system your team can query by voice or chat, with answers grounded in your own information.
Built for firms and professional teams that need privacy, continuity, and control. Your data never leaves your building.
Your team already has the knowledge. The problem is retrieval.
Most firms do not lack information. They lack a fast, reliable way to retrieve the right information from years of documents, archives, and internal history when it matters.
Key People Leave
When your most experienced team members retire or move on, they take irreplaceable knowledge with them — client quirks, undocumented procedures, hard-won lessons.
Knowledge Buried in Files
Contracts, emails, procedure manuals, case notes — spread across drives, inboxes, and file cabinets. Nobody can find anything when they need it most.
Slow Onboarding
New hires take months to get up to speed. They interrupt senior staff constantly, make avoidable mistakes, and struggle to find information that should be a quick search away.
A private knowledge system built around your documents
Knowledge Vault ingests your internal materials, structures them for retrieval, and makes them accessible through voice or chat. Same Mac Mini, on-premise model. Your data never leaves the building.
Voice Interface
Ask questions during a client call without putting them on hold. "What were the terms of the Henderson contract?" — answered in seconds.
On-Premise Deployment
This is the reason to have a Mac Mini. Runs on dedicated hardware in your office — not shared cloud infrastructure. Your confidential documents, contracts, and client data never leave your building.
Automatic Cross-Reference
The system connects the dots between documents automatically. Find related contracts, precedents, and procedures without knowing exactly where to look.
New Hire Onboarding in Days
Instead of months of shadowing senior staff, new employees query the Knowledge Vault. They get accurate answers, instantly, from day one.
Instant Search Across Everything
One search surfaces information from PDFs, Word docs, emails, spreadsheets — whatever you feed it. No more hunting through file cabinets or calling retired colleagues.
Protect Against Knowledge Loss
Before a key person retires, conduct structured knowledge capture sessions. Lock in their expertise permanently, regardless of who stays or goes.
Built for professional teams with deep internal knowledge
Best fit for firms where expertise is the product, internal knowledge is expensive to lose, and privacy matters.
Law Firms
Case precedents, client history, contract templates, billing records, opposing counsel notes
Medical Practices
Treatment protocols, patient care guidelines, insurance procedures, referral networks, compliance docs
Accounting Firms
Client tax history, regulatory guidance, engagement procedures, partner knowledge, filing deadlines
Engineering Firms
Project specifications, vendor relationships, design standards, regulatory submissions, lessons learned
Also ideal for: financial advisory, consulting, insurance, real estate — any professional services with deep institutional knowledge.
Simple pricing for a private knowledge system
One-time setup to compile and configure your knowledge base, then a flat monthly fee for ongoing maintenance, tuning, and support.
- Dedicated Mac Mini (leased, included)
- Full document ingestion and indexing
- Voice and chat query interface
- AI Phone Agent included
- Data never leaves your building
- Monthly knowledge base updates
- Single vendor, unified support
- Everything in Knowledge Vault
- HIPAA / SOX / PCI compliance
- Multi-location management
- Custom AI training on your data
- Dedicated account manager
- 24/7 priority support
How Knowledge Vault Works
Knowledge Audit
We start with a free audit call to understand your firm — what knowledge matters most, where it lives today, and what your team needs to access quickly.
Document Ingestion
We collect your documents: contracts, manuals, case files, procedure guides, emails — everything. Our system ingests, organizes, and indexes it all.
On-Premise Deployment
Your Knowledge Vault installs on a dedicated Mac Mini at your office. Nothing goes to the cloud. Your files stay in your building.
Team Training
We train your team to query the vault by voice or chat. Most people are comfortable within an hour. New hires get up to speed in days, not months.
Ongoing Maintenance
We handle monthly updates as new documents come in, tune the system based on real queries, and provide ongoing support as your needs evolve.
Ready to Protect Your Institutional Knowledge?
Start with a free Knowledge Audit. We'll assess what you have, what's at risk, and what a Knowledge Vault would look like for your firm.
Or call us at (318) 252-8726 — our AI will answer, and that's the product.