Professional Services
Permission-aware knowledge assistant for a professional services firm
A citable internal assistant over precedents and past engagements — answers with sources, permissions enforced.
The problem
A professional services firm's most valuable asset — decades of precedents, reports and internal know-how — was effectively unsearchable. Junior staff reinvented work that existed; senior staff answered the same questions weekly.
The solution
NexusNao delivered a retrieval-augmented knowledge system: ingestion across document stores with access controls preserved, hybrid retrieval tuned on the firm's own question patterns, and an assistant that always cites its sources and declines rather than guesses.
The process
Corpus and permissions audit across document management systems
Golden question set built with practice leads to define 'correct'
Retrieval tuning cycles measured on groundedness and citation accuracy
Staged rollout by practice group with feedback loops
Results
- [Placeholder: verified research time savings]
- [Placeholder: verified adoption across practice groups]
- [Placeholder: verified answer accuracy on golden set]
[Placeholder: client testimonial pending permission]
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