Practice knowledge inventory
A working sheet for a short team conversation. Use one recurring job and record what actually happens.
Download your worksheet ↓Opens as a standalone web document. Type into the fields, then print or save as PDF to keep your completed copy.
Work through it with your team.
- Record ten recurring internal questions without including client details.
- Link each to an approved answer, its owner, review date and permitted audience.
- Resolve conflicting guidance before testing a search or AI assistant.
- Test unanswered and sensitive questions. Require sources and a clear escalation route.
Before you commission anything
Improve ownership, versioning and search in your existing document system before adding AI.
Keep the review point
Show sources and dates. Restrict access, allow “I do not know” and retain professional judgement.
Find your other priorities ↗Need a tailored recommendation?
Our £950 Practice Opportunity Review produces a ranked map and first-project recommendation across up to three agreed areas. There is no obligation to proceed with an implementation.
Talk to TJ ↗