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Knowledge Base

Keep practical firm knowledge available beyond the person who first wrote it. Organise pages into spaces, develop drafts and publish the guidance your team is ready to use.
Product view with fictional records, not client data.Okafor & Byrne LLP, a fictional firm.
Knowledge Base
Product view with fictional records, not client data.Okafor & Byrne LLP, a fictional firm.
Knowledge Base

Part of your firm's operating system

Spaces and page structure

Group related guidance into spaces and nested pages, from matter-opening procedures to practice-area playbooks and checklists.

Controlled publishing

Work in draft before publishing. Page status, visibility and version history help distinguish developing material from released guidance.

Learning alongside knowledge

Maintain courses and learning records, including credits and certificates, alongside the firm's written guidance.

In daily practice

  1. 01

    Organise the subject

    Choose the space and parent page that will help colleagues find the material.

  2. 02

    Prepare the guidance

    Write or update the page, check its sources and set the appropriate visibility.

  3. 03

    Publish and maintain

    Have an authorised publisher release the page, then revise the guidance as the firm's practice changes.

Before you begin