Technology

Retrieval shaped around your information

We assess how document text and available context, such as matter references, dates and versions, can help your team find relevant information. The approach is tailored to the agreed collection and tested during the pilot.

Sources to assess
Approved folders or exports Selected document libraries Authorised email collections Existing digital scans
Context in the search index
Available matter references Document types and dates Firm-selected versions Uncertain matches flagged for review
Access rules to agree and test
Permitted users and collections Excluded or restricted material Checks before pilot access Handling permission changes
Results to evaluate
Relevant passages and source references Questions without supporting material Internal review by your team Logging and retention agreed in advance

Refresh frequency and the handling of changed documents, permissions and deletions are agreed for the pilot. Review requirements depend on document quality and the workflow. Uncertain matches are reviewed within the search layer, without changing source records.

Connections are assessed against available APIs, permissions, subscriptions and provider approval. An approved export may be sufficient to begin. Storage, model processing, access, logging and retention arrangements are agreed before customer documents are processed. Australian-hosted and local deployment options are assessed against the pilot’s requirements.

Talk through your systems Security