Team knowledge base
Your team gets answers without interrupting anyone
An assistant that knows your firm’s documents, works inside your team’s tools, and shows its source.
Built forQopia FinancialJSI Systems
Sound familiar?
“Only 1 or 2 people have the answers”
Today
- “Where’s that file?” and “What’s our policy?” all day.
- The 2 people who know stop to answer.
- Everyone else waits.
With Milo Works
- People ask where they already work.
- The answer comes from your documents, source linked.
- Gaps go to the document’s owner to fill.
10 interruptions a day, a few minutes each on both sides, is most of a day a week.
Work out your hours
How it works
Answers your team can check in one click
- A personPuts the documents in ordereach gets an owner
- The systemReads only the documents you choose
- The systemAnswers the question and shows its source
- A personHandles what the documents don’t coverand updates them
- Puts the documents in ordereach gets an ownerA person
- Reads only the documents you chooseSystem
- Answers the question and shows its sourceSystem
- Handles what the documents don’t coverand updates themA person
Proof
Already running at another firm
At a marketing agency, an answer desk sits in the chat tool the team already uses. It answers from HR’s policy documents, links the source, and leaves anything sensitive with HR.
Your options
AI knowledge management: 3 ways to do it
Option 1
Buy software
Best whenYour documents live in one suite with its own assistant.
Option 2
Build it in-house
Best whenSomeone can connect an assistant to a folder and keep it current.
Where we fit
Bring in a partner
Best whenThe documents need sorting, or answers must respect who sees what.
Software worth looking at first
Microsoft 365 Copilot, Gemini in Google Workspace, Notion AI, Glean and Guru answer from your own content, as do ChatGPT and Claude on business plans. What each can see varies.
What each one costs, and who keeps it running
- Buy software
- CostA subscription per seat, plus setup time.
- UpkeepThe vendor, and whoever owns it on your side.
- Build it in-house
- CostTheir time now, and each time something changes.
- UpkeepThat person.
- Bring in a partner
- CostA monthly retainer.
- UpkeepThe partner, with a named owner on your side.
Questions about AI knowledge management
Will it make things up?
It can, so every answer shows its source and says when it finds nothing.
Can it see documents a person shouldn’t?
Only the documents you choose. Pay and other sensitive material stay out.
Do we need to clean up our documents first?
Some of them. We start with the set that’s already reliable.
Often fixed alongside this
- Admin workSkilled people back on skilled work.
- Reports and proposalsDrafts that arrive ready for review.
- AI agentsBuilt on your documents and clients, inside the tools your team already uses.
- Law firmsMatters opened and kept current, without the admin.
- Accounting and bookkeepingA faster close, and client documents without the chasing.
- Marketing agenciesA current CRM, and new business that keeps moving.
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
Start with one process.
In one working session, we map how this runs at your firm and show you what it’s worth to fix.