Skip to content
Trovato

Firm Memory

Differentiator

What the firm knows — not just what the matter knows.

Concluded matters compile into a curated, cited, cross-matter record, governed by your ethical walls every time it is read — and exportable in an open standard, so it is never hostage to us.

All capabilities

01What it is

Every firm now uses the same models on the same documents, so neither is a moat. What cannot be copied is the firm's own accumulated understanding: its recurring positions, its playbook deviations, its precedent, and what it knows about the people it deals with.

The Matter Wiki for a matter, listing four entries. Each carries provenance badges — research answer, sources checked, risk review finalized, agent deliverable — with numbered citation chips inline in the prose, a collapsed citation count, and a standing note that every factual claim resolves to a raw-document anchor. An Export action offers the whole bundle.
In the productEntries badged by where they came from and whether a human checked them — every claim still opening to its source

02In detail

01

Compiled from concluded matters

Closing a matter — or an explicit contribution — offers its settled knowledge to the firm layer, where it is compiled into cross-matter entries: entities, concepts, positions, playbook deviations, precedent, clauses and expertise.

02

Ethical walls, enforced on every read

A walled reader does not see a redacted entry; they see an entry that never contained the walled contribution, down to the individual claim. A wall raised today hides the right spans on the next read, with nothing to recompile.

03

A human publishes it

Compiled entries land as drafts. Each claim is re-grounded against its source anchors by an independent model, and a named person promotes it. Nothing self-publishes into the firm's institutional record.

04

Yours to take

Both the matter and firm layers are represented in the Open Knowledge Format — a vendor-neutral standard with keyed citations and trust signals — and export as a bundle. Your institutional memory is never hostage to us.

03In practice

Ethical walls

One entry. Two readers. One of them walled.

The same knowledge node, rendered for a reader with access to every contributing matter and for one who is walled from a contributing matter.

Reader · no wall3 of 3 claims

Position · liability caps — Meridian Group

  • The firm's standing position is a liability cap at 100% of fees paid in the preceding 12 months, opening at 10%.[3f9a1c]
  • Meridian Group has twice accepted a 12-month cap after initially demanding uncapped indemnities.[b204e7]
  • A super-cap for data-protection breaches has been conceded once, at 200%, with supervising-partner approval.[c81d40]

Sources

  • [3f9a1c] Meridian MSA · anchored to raw source
  • [b204e7] Project Atlas · anchored to raw source
  • [c81d40] Northgate SPA · anchored to raw source
Reader · walled from a contributing matter2 of 3 claims

Position · liability caps — Meridian Group

  • The firm's standing position is a liability cap at 100% of fees paid in the preceding 12 months, opening at 10%.[3f9a1c]
  • A super-cap for data-protection breaches has been conceded once, at 200%, with supervising-partner approval.[c81d40]

1 contribution hidden by ethical walls

Sources

  • [3f9a1c] Meridian MSA · anchored to raw source
  • [c81d40] Northgate SPA · anchored to raw source

The wall is applied every time the entry is read, not when it was compiled — so a wall raised this morning takes effect on the next read, with nothing to rebuild.

Citations are keyed to their source, not numbered by position. A numbered list would quietly re-point at the wrong document the moment a claim is filtered out.

04Why it matters

How it fits the matter

The archive is not the moat; the compiled, connected, current understanding built on top of it is. This is where a firm's answer to a question it has answered before stops starting from nothing.

See Trovato on your own matters.

A short, tailored walkthrough — the citation firewall, the Matter Wiki, and a supervised agent, working on the kind of matter you run.

Talk to us