Internal knowledge · Enterprise
Your firm’s own knowledge,
on every desk.
Manage your firm’s reference documents, rules, disclaimers and templates in the Knowledge Hub. A three-step setup helps you configure the guidance the team uses, with internal knowledge cited separately from the law.
Get started with Knowledge Hub
Three steps and your firm’s knowledge is on every desk.
1Upload knowledge documents
CompleteAdd PDFs and reference files about your products, regulations and client guides.
UploadProduct fund fact-sheet.pdfProcessingActiveCompliance handbook.pdfProcessingActiveClient onboarding guide.mdProcessingActive2Write your firm rules
CompleteSet always-on compliance rules and disclosures the AI includes in every response.
Set rulesPinned Context
Always cite source documents. Never recommend Fund X without the Y disclosure.
Last saved · just now214 / 1,6003Configure writing styles
CompleteUpload example documents so the AI learns your firm’s writing voice.
Add stylesAdvisory LetterExtracted StyleFormal, measured; opens with the conclusion, then the reasoning. Cites every claim.
Example excerpts · 3
Your firm, answering
For a group management-fee arrangement, apply your firm’s standard arm’s-length markup with a written intercompany agreement — which aligns with the transfer-pricing documentation rules.
Firm rulesEnterprise
Always-on rules, in every answer.
Write a short Pinned Context brief with the firm’s compliance rules and required disclosures. azta includes it in each request to guide responses across the team.
- A brief of up to 1,600 characters, saved automatically
- Included in every request across the firm
- Set the disclosures the answer must always carry
Pinned Context
In every requestAlways-on rules and disclosures azta applies to every response.
Always cite source documents. Flag any position without a primary source. Never recommend Fund X without the Y disclosure. Route anything above €2M to a partner before it leaves the firm.
DisclaimersEnterprise
The right disclaimer, appended for you.
Set a default disclaimer for each category: analysis, advisory letters, email and documents. azta adds it when you export from Canvas. You can choose another disclaimer or select “No disclaimer” for that document.
- A default disclaimer per category
- Applied at export from Canvas
- Override or switch it off per document
Disclaimer Management
+ New Disclaimer- Advisory LetterStandard advisory disclaimerDefault
- AnalysisAnalysis limitation notice
- EmailShort email footerDefault
- DocumentThird-party reliance notice
Document templatesEnterprise
Your letterhead on every document.
Build a reusable A4 layout with header and footer areas, margins, colours and your letterhead or logo. Preview the first and following pages, then use the template for generated documents.
- Header and footer on every generated document
- Margins, colours and positioned logo images
- Live A4 preview of first and following pages
Firm letterhead
A4 · PreviewConfidential · prepared for the named client
House voiceEnterprise
Drafts that sound like your firm.
Upload example letters, summaries and emails to guide your firm’s writing style. Canvas uses that style when drafting, giving everyone a consistent starting point.
- Style slots for advisory letters, summaries and email
- Voice extracted from your own example documents
- Applied to what Canvas drafts
Writing styles
Formal and measured. Opens with the conclusion, then the reasoning. Second person, no contractions, every claim cited.
Example excerpts
Institutional memoryEnterprise
Good work becomes firm knowledge.
Submit useful work from Canvas to the knowledge base. An administrator reviews it in the approval queue. Approved material becomes available to the team, cited as internal knowledge alongside the law.
- Submit strong work straight from Canvas
- Administrator review before publication
- Approved knowledge cited beside the law
Add to knowledge base
Submitted for review- Approve
Management-fee memo v3
Submitted by the tax lead
- Review
R&D relief checklist
Submitted by a partner
Now cited by the whole team
Give your firm’s knowledge
a place to live.
Knowledge spaces are included in Enterprise. Book a demo to see how your firm could use one.
Book a demo
Thirty minutes, screen shared, your questions. No slides unless you ask for them.
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