Secure Knowledge Assistant
Controlled, source-linked answers across approved SOPs, templates, policies and precedents - a junior finds the organisation's answer instead of inventing one.
Why it matters
The business challenge
The organisation's knowledge - SOPs, templates, policies, contracts, past positions - lives in folders and in senior people's heads. Juniors either interrupt a senior or improvise. Meanwhile staff are already pasting company material into consumer AI tools; without a governed alternative, the risk is live today.
You might recognise this
- The same question is asked of the same senior person every week.
- Precedents exist but cannot be found when needed.
- New joiners take months to learn “how we do it here”.
- Staff use consumer AI tools with company material - ungoverned.
- The organisation's positions are reinvented instead of retrieved.
- Templates exist in six versions and nobody knows which is current.
The solution
How PASDACS helps
PASDACS deploys an assistant that indexes approved company sources only - SOPs, checklists, templates, policies, precedents and internal guidance - inside an approved environment. Retrieval is role-based, every answer cites the source document and section it came from, and every query is logged. An accountable person approves anything that becomes a commitment, a filing or an external communication: the assistant produces assistance and first drafts, never a decision.
Services included
- Source curation - what is approved, what is never indexed
- Role-based retrieval: teams see only their own material
- Source-linked answers citing document and section
- Audit logging of every query and retrieval
- AI acceptable-use policy and role boundaries
- Prompt and quality governance, reviewed on a schedule
How we deliver
Delivery approach
Govern first
Acceptable-use policy, access model and data boundary defined before any deployment. Milestone: a governance pack leadership approves - valuable standalone, even without the assistant.
Curate the sources
Approved SOPs, templates, policies and precedents listed and signed; nothing else is indexed. Milestone: a source register with an owner.
Deploy in the approved environment
Role-based retrieval configured so teams see only their own material. Milestone: the access model demonstrated, not described.
Reviewer acceptance
Senior reviewers test source-linked answers against a bank of known questions. Milestone: acceptance signed on accuracy and citation quality.
Monitored rollout
Usage, answer quality and audit logs reviewed on a set cadence. Milestone: the first quarter's log review completed and documented.
Measure & extend
Time-to-answer and senior-interruption load compared with the baseline. Scope extends to new sources or teams only after the result holds.
Measurement
What we measure
The numbers a pilot on this workflow is judged against - baselined before we start and tracked against your own data, so success is a measurement, not a claim.
- Time to the organisation's answer
- Senior interruptions per week
- Citation accuracy at review
- Queries fully logged
Tooling
Technology ecosystem
- Retrieval infrastructure over company-approved sources
- Enterprise AI platforms in approved environments
- Access control and audit logging
Outcomes
What you can expect
- The organisation's answer, found in seconds, with the citation attached
- A governed route away from consumer AI tools
- Company data that never trains a public model
- Every query and retrieval logged and reviewable
- Human sign-off on anything that becomes a commitment or a filing
Related
Explore further
Related capabilities
Artificial Intelligence
Document intelligence, a knowledge assistant over approved company sources, and agent-assisted workflows - always under human review.
Explore capabilityConsulting Services
Technology roadmap, architecture, security, data and AI governance, vendor selection, and fractional technology leadership.
Explore capabilityProcess
Map how the work actually runs, remove the waste, then standardise it into SOPs, checklists and review controls people actually follow.
Explore capabilityInsights
Governed or ungoverned: the real AI choice facing CA firms
The question is not whether AI enters the practice - staff are already pasting client material into consumer tools. The question is whether it happens under the firm's rules or around them.
Read insightRecognise this in your organisation?
Talk to us about where you are today - a pilot on this workflow has a defined scope, a measured baseline and success criteria you agree to before we start.