Home › Use Cases › File each finished client deliverable like a careful librarian
Use caseUC0201

File each finished client deliverable like a careful librarian

Consulting teams keep sending finished client work into the firm's library, and someone must decide where each piece goes and who may reuse it. This app reads what each document really is and files it on the shelf the firm's rules require.

For the knowledge librarianProfessional Services

Why it matters

Today's manual process, and the same job with the app

A knowledge librarian at a professional-services firm, filing each team's submitted documents.

✕Today's manual process

1Read every submission to work out what kind of document it actually is.
2Check the register for sanitization, consent, delivery and who owns it.
3Work out the shelf manually, walking the firm's filing rules in order.
4One missed rule and a document that should be locked down goes firm-wide.
Every filing read start to finish

✓With the app

1The document is read, and its type and practice come back in seconds.
2The register is checked automatically, every gate and every date.
3The shelf is set, with the rule that decided it shown beside it.
4Locked-down documents stay locked down, every time, on every run.
The librarian just confirms the shelf

See it work

One real case, read by the app, step by step

Northgate's operations team files a client deck marked 'cleared for firm-wide reuse,' while the register still shows sanitization incomplete.

File each finished client deliverable like a careful librarianReference appBuilt to be shaped to your process
  1. 1The submission Northgate's operations paper, sent in for the firm's library.
  2. 2The cover note claims sanitization is complete and the deck is cleared for firm-wide reuse.
  3. 3The KM register still records sanitization as incomplete, and the register decides.
  4. 4The rule that fired incomplete sanitization forces the restricted shelf, whatever the document says.
  5. 5Filed on the restricted shelf, with no reuse granted.

For engineers

How it is built, and how we measured it

All fourteen steps of the build are written up, from the business case to running it in your own environment.

Kit overview →
60 of 60filings entirely correctmeasured in 03 App UI →
20 of 20off-limits assets filed correctlymeasured in 06 Evals →
24 of 40citations that named the right rule
0.7¢to file one assetmeasured in 07 Unit cost →

The build, step by step

14 steps

Make it yours

What you see is a reference app. We shape it to how you work.

Every part of it is built to change, and none of it means starting over.

Your rulesYour own filing rules, reuse clearances and review cycles.
Your recordsYour knowledge register and the documents your teams submit.
Your systemsConnected to your document management system.
Your screensThe shelves, labels and wording your library uses.

Want this for your team?

Talk to us

We can run this on your own knowledge base, with your own filing rules, inside your environment.

Talk to us →
A living map of modern AI — kept current every morning