Illustrative example of a possible solution.
Find the right document
In a professional services firm, answering a question may require reviewing several case documents. A search tool could help locate relevant information and show where it appears so the professional can check the context.
Define searchable information
We would select document types and authorised roles. Each query would need to respect case access restrictions. Older copies and documents awaiting validation would require defined treatment.
Support review with references
An answer could gather relevant excerpts and link to the source document. The professional would still assess completeness and how the information applies to the case. The tool should indicate when supporting information is insufficient.
Evaluate access and accuracy
We would test questions with known answers, withdrawn documents and users with different permissions. Updates, hosting and data retention would also be reviewed. These requirements would form part of the proposal and maintenance arrangements.
Explore the service at AI for professional practices. Read the approach in Document sources, access and review.