Four industries, one underlying problem: decades of expertise sitting in documents, expensive people spending their days looking for it, and confidentiality obligations that rule out the tools everyone else is using.
The examples below are the workflows firms most often pick first. Yours will be specific to you. That’s what the audit establishes.
Firms whose client history is their moat, spread across working papers, engagement files and a decade of email.
"What position did we take for this client in 2019, and why?" With the file note attached.
Inconsistencies and gaps flagged against your own methodology, not a generic checklist.
Grounded in the firm's prior advice, so the position stays consistent across partners.
Mid-tier and boutique practices, 15–150 staff, with a precedent bank nobody can navigate and a partner who is the only person who remembers where things are.
"Have we drafted a clause like this before, and what did we settle on?" Answered with the actual documents.
A three-year file reduced to a briefing note with citations, before a handover or a hearing.
In the firm's own style, from the firm's own precedents, with an approval step before it leaves.
Brokers, underwriting agencies and claims managers, where the answer is always in a policy wording or a prior claim and consistency is the product.
The relevant wording and exclusions surfaced with the clause reference, not a paraphrase.
Comparable prior claims and how they were decided, so assessors align without a meeting.
A first-pass position with reasoning and an audit trail behind the decision.
Practices sitting on hundreds of completed projects, where the drawings, specifications and standards knowledge are the real asset.
The applicable clause and the firm's usual interpretation of it, cited.
"Have we detailed this condition before?" With the drawing set and the outcome.
Assembled from your own library rather than a generic template that needs rewriting.
Industry matters less than shape. Three tests: your work product lives in documents, your data can’t go into a public tool, and your senior people spend real hours searching for things that already exist.
If all three are true, the fit is probably there regardless of what sector you’d tick on a form.
In the third case, use the AI already inside your existing subscription. It’s good, it’s paid for, and it does that job properly.