Capturing Knowledge from Senior Consultants Using an Internal AI Assistant

• In fast-paced professional service firms, team members frequently need guidance on how to execute internal tasks—whether it's billing protocols, document formatting standards, or client handling policies.
• This information is often buried in shared drives, emails, or only known by a few key people.

Alppoint.ai's Policy & Operations Assistant acts as a smart Q&A chatbot trained on your 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 assistant delivers fast, accurate, firm-specific answers—reducing delays and dependency.

• Trained on your internal documents
• Easy chat interface (Slack, Teams, or web)
• Natural language Q&A with links to relevant templates
• Tracks frequent queries to improve documentation
• Role-based filters for tailored responses

• 60% drop in repeat internal questions
• 3x faster access to operational guidance
• Higher consistency across teams and deliverables
• Improved onboarding and process execution