Capturing senior consultants' knowledge in an internal assistant

• People at professional service firms constantly need guidance on internal tasks: billing protocols, document formatting standards, client handling policies.
• That guidance is buried in shared drives and old email threads, or held only by a few senior people.

A policy and operations assistant that answers questions from the firm's internal playbooks, guides, and templates. Team members can ask: "What's our NDA template process?" "How do I request a case study for a proposal?" "Who signs off on external presentations?"

The answer comes from the firm's own material, so getting it no longer depends on catching the one person who knows.

• Answers questions from the firm's playbooks, guides, and templates
• Runs in Slack, Teams, or the browser
• Links straight to the template or document behind the answer
• Filters by role, so an associate and a partner each see what applies to them
• Tracks the questions that come up most, which shows where documentation is missing
• Keeps the guidance available when the person who wrote it is unavailable