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    KM (Knowledge Management)

    Your firm's knowledge, cited and searchable

    Our AI-driven KM semantic search locates relevant information and documents across your organization's data sources. Draw on internal knowledge and receive accurate answers grounded in your documents.

    Book a demoRequest beta
    Workspace

    Legal Research

    Contract analysis and compliance documents for the legal team.

    3 libraries · 58 documents · 2 members

    Add sources

    Processing 3 files…

    64% complete

    Ask your corpus

    Ready to chat

    Indexed 1,204 chunks

    Try: liability cap in the MSA

    Knowledge Management / Meridian Partners / Firm Playbooks 2026

    Processor obligations — playbook

    Firm Playbooks 2026 · Elena Varga

    What does the firm playbook require for Article 28 processor contracts?

    Article 28 processor obligations require a written contract imposing the same data-protection duties on the processor 1. Firm Playbooks 2026 adds a 12-month lookback on liability and forbids unlimited processor indemnity 2.

    EU GDPR · Article 28, p. 1291%NDA Playbook 2026.pdf78%
    Attach docsFirm Playbooks 2026Ask about documents in this library…

    Documents

    5 indexed

    TitleTypeStatus

    Master Services Agreement.pdf

    2.4 MB · 2d ago

    		PDFCompleted

    NDA Template v5.docx

    186 KB · 3d ago

    		DOCXCompleted

    Vendor Contract 04.pdf

    1.8 MB · 1h ago

    		PDFProcessing

    Drop files here or click to browse

    PDF, DOCX, PPTX, HTML, MD, CSV, XLSX · Up to 10 files at a time

    Citation

    Master Services Agreement.pdf

    Page 14 · Section 8.2 Limitation of Liability

    Relevance87%

    8.2 LIMITATION OF LIABILITY. EXCEPT FOR (A) INDEMNIFICATION OBLIGATIONS IN SECTION 9, (B) CONFIDENTIALITY, AND (C) BREACHES IN SECTION 7, NEITHER PARTY SHALL BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, OR CONSEQUENTIAL DAMAGES, OR FOR DAMAGES EXCEEDING THE GREATER OF (A) THE FEES PAID IN THE TWELVE MONTHS PRECEDING THE CLAIM OR (B) $500,000.

    Citation [1] · Chunk 16 of 42

    Advantages

    • Knowledge Management

      Private workspaces with RAG chat and citations into your documents.

    • Your org playbook

      Workspaces and libraries mirror how your team organizes knowledge.

    • Workspace ACL

      Invite and assign roles so chat and files stay workspace-private.

    • Upload and chat

      Add PDFs and Office files, then query them in natural language.

    • Open from citation

      Jump from an answer to the exact page in your document.

    Why teams trust it

    Private workspaces

    Documents stay confidential — never shared or used for global AI training.

    Semantic search

    Find relevant clauses by meaning, not just keywords.

    Source connectors

    Google Drive, SharePoint, OneDrive, and direct upload.

    Your knowledge base starts here.

    KM transforms scattered documents across Google Drive, SharePoint, and OneDrive into a private, semantic search engine. Ask questions in natural language, get answers with document citations, and keep every file confidential to your workspace — never used to train global models.

    Features

    Get knowledge output you can trust

    01 / 06

    Workspaces

    Knowledge Management

    Workspaces

    Guidelines steer answers in this space

    Meridian Partners

    Owner

    Cite the firm playbook before general practice.

    2 libraries

    Project Helios

    Admin

    Answer only from matter documents.

    1 library

    Workspaces

    Knowledge spaces with guidelines

    Create, rename, and delete workspaces. Guidelines on the workspace steer the answers.

    Libraries

    Meridian Partners

    Libraries

    Each library can carry its own guidelines

    Firm Playbooks 2026

    Guidelines

    Prefer the 12-month liability cap.

    5 documents

    Matter files

    Helios correspondence and drafts.

    12 documents

    Libraries

    Document collections inside a workspace

    A library groups documents and can carry guidelines of its own.

    Documents

    Firm Playbooks 2026

    Documents

    PDF, DOCX, PPTX, HTML, Markdown, CSV, Excel

    NDA Playbook 2026.pdf

    Ready

    Ready · v3 · 42 pages

    MSA Negotiation Guide.docx

    Processing

    Processing · v1

    Board memo.pptx

    Ready

    Ready · open in the PDF viewer when converted

    Documents

    Upload files and watch them process

    Add PDF, DOCX, PPTX, HTML, Markdown, CSV, and Excel. See processing status and version, and open a PDF in the viewer.

    Chat

    Knowledge Management / Meridian Partners / Firm Playbooks 2026

    Processor obligations — playbook

    Firm Playbooks 2026 · Elena Varga

    What does the firm playbook require for Article 28 processor contracts?

    Article 28 processor obligations require a written contract imposing the same data-protection duties on the processor 1. Firm Playbooks 2026 adds a 12-month lookback on liability and forbids unlimited processor indemnity 2.

    EU GDPR · Article 28, p. 1291%NDA Playbook 2026.pdf78%
    Attach docsFirm Playbooks 2026Ask about documents in this library…

    Documents

    5 indexed

    TitleStatus

    Master Services Agreement.pdf

    		Completed

    NDA Template v5.docx

    		Completed

    Vendor Contract 04.pdf

    		Processing

    Drop files here or click to browse

    PDF, DOCX, PPTX, HTML, MD, CSV, XLSX · Up to 10 files at a time

    Chat

    Ask a library or the whole workspace

    Answers cite the source document, page, section, and excerpt. You can attach extra documents to the chat.

    Members

    Members

    Meridian Partners

    Invite people into this workspace

    Invite by name…
    • Elena VargaOwner
    • Jean KleinAdmin
    • Marie WeberMember
    • Noah BergViewer
    Send invite

    Members

    Invite people with a workspace role

    Add teammates as owner, admin, member, or viewer.

    Recent chats

    Firm Playbooks 2026

    Recent chats

    Processor obligations

    Recent

    Library · Elena Varga

    Continue

    Liability cap on customer MSAs

    Workspace · yesterday

    Continue

    New chat

    Start

    Ask this library or the whole workspace.

    Recent chats

    Continue a chat or start a new one

    Pick up a recent thread from the library or the workspace, or start fresh.

    FAQ

    Common questions about KM (Knowledge Management).

    What is a "Workspace"?+
    A Workspace is your private and secure environment within DocuLegis. Upload documents, organize them into folders, and create a customized knowledge base tailored to your organization's needs.
    Is my Knowledge Management Workspace secure?+
    Yes. Your KM Workspace is completely private and secure. Documents you upload are confidential to your Workspace and are not shared with other users or used to train the global AI model.
    What is the difference between "Chat" and "Query" mode?+
    Chat Mode allows conversational follow-ups with contextually relevant responses. Query Mode provides direct answers using only information found in your uploaded documents.
    What file types can I upload?+
    The current beta supports PDF documents up to 100MB per file. Support for additional formats is expanding, and connectors for Google Drive, SharePoint, and OneDrive are available.

    Ready to unlock your firm's knowledge?

    Book a demo to see semantic search in action, or request beta access to create your first workspace.

    Book a demoRequest beta