Internal knowledge · EnterpriseEnterprise
Your firm’s own knowledge,
on every desk.
The Knowledge Hub is where your firm’s reference documents, house rules, disclaimers and branded templates live — governed in one place, injected into every answer, and cited distinctly from the law. Setup is a three-step checklist, and the whole team answers the firm’s way from the first question.
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.
Pinned Context is a short brief your firm writes once — the compliance rules and disclosures the AI must honour on every response. It is injected into every request, so the guidance is applied whether the question comes from a partner or a first-week joiner.
- One brief, up to 1,600 characters, live-saved
- Injected into 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.
Write your disclaimers once — one per category for analysis, advisory letters, email and documents — mark a default, and azta appends the right one when you export a Canvas. A “No disclaimer” option is always there when a piece doesn’t need it.
- 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 page layout — header, body and footer zones, margins, colours and positioned letterhead or logo images on an A4 canvas — and azta applies it when it generates documents. A live preview shows page one and the pages that follow.
- Header and footer on every generated document
- Margins, colours and positioned logo images
- Live A4 preview — first page and the rest
Firm letterhead
A4 · PreviewConfidential · prepared for the named client
House voiceEnterprise
Drafts that sound like your firm.
Upload a few example letters, summaries and emails and azta extracts your firm’s writing voice, then applies it when Canvas drafts. New joiners write in the house style from day one, because the style is the firm’s, not theirs.
- 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.
From a Canvas, one click submits a strong piece to the knowledge base. An admin sees it in a pending-approval queue, reviews it and approves — and from then on the whole team answers with it, cited distinctly as internal knowledge beside the law.
- Submit strong work straight from Canvas
- Admin review queue keeps the bar high
- 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 ship with Enterprise. Talk to us about a deployment.