SMITH INNOVATION STUDIO / PRACTICE TOOLKITPractice knowledge inventory
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Use one recurring job. No client names or confidential details are needed. This is a worksheet, not a firm-specific recommendation.
1. Record ten recurring internal questions without including client details.
2. Link each to an approved answer, its owner, review date and permitted audience.
3. Resolve conflicting guidance before testing a search or AI assistant.
4. Test unanswered and sensitive questions. Require sources and a clear escalation route.
Your small trial
Before you build: Improve ownership, versioning and search in your existing document system before adding AI.
Review point: Show sources and dates. Restrict access, allow “I do not know” and retain professional judgement.