Your firm's IP belongs in a system, not in people's heads

Your methodology, your frameworks, your past engagements. That's your IP, and most of it is trapped in individual consultants' heads. The partner who ran the financial services engagement knows how you handled data migration. The senior consultant who led the org design project knows which framework worked. When they leave, the knowledge leaves with them. When a new consultant joins, they start from scratch instead of starting from the firm's accumulated expertise. The knowledge base exists, technically, in the sum of all past deliverables and engagement notes scattered across shared drives. Practically, it's inaccessible.

Fabric turns your firm's accumulated expertise into a living, searchable knowledge base. Self-writing docs keep your internal playbooks current as your thinking evolves. AI search lets any team member draw on the full history of your firm's work. Agents draft deliverables and proposals from what you've already built.

AI search across every past engagement

AI search lets any team member ask "how did we handle data migration for financial services clients" and get cited answers drawn from past proposals, engagement notes, and deliverables. Not just the one project they happened to work on, but every engagement where the topic came up, linked to the exact source.

The search works by meaning across every content type: documents, presentations, meeting transcripts, emails, and Slack threads. A junior consultant preparing for a new engagement gets the benefit of the firm's entire history, not just their own experience.

The AI assistant synthesises across engagements. Ask it to compare how different teams approached the same problem, pull together the firm's methodology for a specific type of work, or find every deliverable that addressed a particular challenge. It cites the sources it draws from.

Self-writing playbooks that evolve with your thinking

Self-writing docs connect to your Slack, meetings, and workspace activity, and keep your internal playbooks current:

Internal methodology docs that update as your thinking evolves across engagements. The framework isn't static. It reflects what you're actually doing and learning.

A decision log capturing engagement decisions, methodology choices, and strategic pivots as they happen in team discussions. The reasoning is preserved alongside the outcome.

Client relationship trackers maintaining engagement context, meeting summaries, and open items for every client, assembled from calls and channels without anyone updating a CRM.

The knowledge base compounds: after six months it reflects the full history of your firm's work, decisions, and thinking, and it got there without anyone being assigned to write it.

Agents that draft from your firm's expertise

Agents don't just find information. They produce from it:

One reads an incoming RFP, pulls relevant past proposals and case studies, and drafts the first response, grounded in your firm's actual track record.

Another drafts new deliverables drawing on the firm's accumulated expertise, then creates the review tasks and notifies the right people.

Another reads the engagement meeting transcript, extracts action items, and creates tasks with deadlines for the team.

The intellectual capital stays yours. The drafting and coordination overhead shrinks.

Onboarding that starts from the firm's full history

When a new consultant joins, they inherit a searchable knowledge base covering every engagement, every methodology, every client relationship. They ask the AI assistant "how do we typically approach org design" and get cited answers from past deliverables and internal discussions. The ramp-up time drops because the firm's knowledge is accessible, not locked in colleagues' heads.

Self-writing onboarding docs stay current as methodologies and processes evolve. For structuring onboarding, see onboarding new team members.

Tracked sharing for deliverables and proposals

Publish deliverables, proposals, and presentations with password protection and link analytics. Create individually named tracking links per client stakeholder. See who's reviewed the material, how long they spent, and whether they've returned. Update the document and the link serves the current version.

For the full client delivery workflow, see client work and deliverables. For secure document sharing, see data rooms.

Who at the firm uses Fabric

Consultants manage engagements and draw on past work. Founders maintain strategic context and client relationships. Researchers conduct market research and competitive research with AI synthesis. Sales professionals share proposals with tracked links. For individual consultant workflows, see Fabric for consultants.

Get started

Turn your firm's accumulated expertise into a searchable, living knowledge base. Try Fabric free. See pricing for teams.

FAQs

Can any consultant search across all past engagements?

Yes. AI search reads inside every proposal, deliverable, meeting transcript, and engagement note and searches by meaning. Any team member can draw on the full history of the firm's work.

Do the playbooks update themselves?

Yes. Self-writing docs keep internal methodology docs current from your meetings, Slack, and workspace activity. The playbooks evolve as your thinking evolves, without someone manually rewriting them.

Can agents draft proposals from past work?

Yes. Agents read incoming RFPs, pull relevant past proposals and case studies, and draft the first response, grounded in your firm's actual track record.

Can agents draft deliverables?

Yes. An agent drafts from the firm's accumulated expertise, then creates review tasks and notifies the right people.

Does the client tracker write itself?

Yes. Client relationship trackers assemble from client calls, messages, and team channels. Full engagement context without manual CRM updates.

Can new consultants access the firm's full knowledge base?

Yes. The full history of engagements, methodologies, and decisions is searchable from day one. New hires ramp faster because the knowledge is in a system, not in colleagues' heads.

Can we share deliverables with tracking?

Yes. Publish with password protection and link analytics. See who's reviewed the material and create named tracking links per stakeholder.

Does the knowledge base compound over time?

Yes. Every engagement, every meeting, every deliverable deepens the searchable knowledge base. After six months, the firm has a comprehensive record of its work and thinking that got there without anyone being assigned to write it.

What tools does Fabric connect to?

Fabric connects to Slack, Google Drive, Dropbox, Notion, Gmail, and meeting tools. See connections for the full list.

Is our client and engagement data secure?

Yes. Fabric uses AES-256 encryption and is CASA Tier 2 compliant. Your data is never used to train AI models. Client spaces are isolated.

How is this different from a shared drive or wiki?

A shared drive stores files nobody can find. A wiki requires someone to write and maintain it. Fabric's self-writing docs produce themselves from your team's actual work. AI search finds answers by meaning across every engagement. Agents draft from your accumulated expertise. The difference is between storing past work and having a living knowledge base that makes every future engagement better.