Document ingestion and retrieval
Understand the current setup and agree the decisions this part of the work depends on.
Help staff find relevant answers across approved documents without giving every user access to every source.
Illustrative workflow. No customer records, traffic figures or test results are shown.
This service focuses on internal knowledge search & rag. We agree the exact platforms, deliverables and acceptance criteria before implementation, so the proposal describes a bounded piece of work.
Understand the current setup and agree the decisions this part of the work depends on.
Implement the agreed behavior in a suitable environment and share it for review.
Exercise the important paths and document the result, limits and next operating steps.
A service team searches scattered process notes. The proposed tool retrieves relevant passages and shows the underlying documents before the team acts.
This is an illustrative scenario, not a claim about a completed client project.
Retrieval tests for known questions, outdated documents and restricted content, including whether the answer points to the right source.
The agreed implementation or assessment, the relevant verification evidence, known limitations and instructions for the tasks your team will own. Access and source ownership, third-party licenses and any ongoing support are identified in the proposal.
See our project process →A document inventory, permission rules, representative questions and an owner for source updates.
A named decision maker helps resolve questions, approve the scope and review work at the agreed checkpoints.
The work does not turn incomplete or conflicting documents into authoritative information. Licensing and source-system access must be available.
Requirements discovered during the work are reviewed before they are treated as additional deliverables. Timelines and fees follow the approved scope.
Usually not. Retrieval provides relevant information to a model at request time. We assess the source material and access needs before proposing retrieval, model customization or a simpler search interface.
A document inventory, permission rules, representative questions and an owner for source updates. If those details are incomplete, start with the problem, the current setup and the outcome you need. We can identify what must be clarified before quoting the work.
We review the requirements and dependencies, propose deliverables and milestones, and define who approves the result. For this engagement, verification includes: Retrieval tests for known questions, outdated documents and restricted content, including whether the answer points to the right source.
Need a different part of ai & workflow automation? These are separate scopes that can be combined when the project requires them.
AI & Workflow Automation
Tell us about your current setup, the problem and any deadlines. We’ll discuss whether this service is the right fit before proposing the work.
Discuss your project