Advizr

knowledge vault

What your best people know, captured before it walks out the door

Decisions and notes captured the moment they happen, curated into one living map, and promoted into memory your agents can use. 5x ROI in 30 days. Or we work for free.

Teams we build for

  • Hoyes Michalos
  • Nurse Next Door
  • Fedi
  • UBC Sauder
  • Merchant House Capital
  • Picton Investments
  • Campbell Froh May & Rice LLP
  • Barnakl
  • Hungerford
  • Breez

The problems this solves

01

The process lives in one person's head.

Your best estimator knows how jobs really get priced. None of it is written down, and one retirement erases all of it.

02

Decisions get made twice.

The team settled this question months ago. Nobody can find where, so the debate runs again and lands somewhere different.

03

Notes exist but answers don't.

Meeting notes sit in one tool and decisions are buried in email. Search returns everything except the answer.

04

Two documents disagree and both look official.

The old SOP says one thing and a newer thread says another. Whoever finds the wrong one first follows it.

05

New hires learn by interrupting.

Every question walks over to the same senior person. What they know reaches one desk at a time.

What we build

01 · Capture

Decisions, notes and meeting takeaways come in as they happen, through web clips, email-in and meeting notes. Nobody retypes anything.

02 · Curation

A curator dedupes what came in and links it into a living map of entities and topics. One fact lives in one place.

03 · Contradiction review

When two notes disagree, the conflict is flagged for a person to settle. The vault keeps which one won and why.

04 · Promotion

What a person promotes becomes canon. Canon becomes memory your agents read before they act.

What's included

  • Capture wired into the places your team already writes: web clips, email-in, meeting notes
  • The curator tuned to your clients and your vocabulary
  • A contradiction queue owned by a person you name
  • Your team trained to capture and promote without us. Cancel anytime

Weeks, not quarters.

How the full engagement works

01 Discovery

WEEK 0

02 Prototype

WEEKS 1-3

03 Deploy & train

WEEKS 4-8

04 Run & improve

WEEK 9+

How we build it

Step 01

Make capture the easy part.

Nothing else works if notes never come in. The first build wires capture into the places your team already writes, so keeping a decision costs less than losing it.

Step 02

Curate before you accumulate.

A pile of notes is not knowledge. The curator dedupes and links every capture into the map, and a contradiction is flagged for a person the day it appears.

Step 03

Promote only what agents may use.

Promoted notes become agent memory and nothing else does. That keeps a half-remembered guess from steering real work, and it keeps the canon small enough to trust.

What we will not automate

Deciding what is true. A note becomes canon only when a person promotes it. The curator can link and flag, but it never gets a vote on what the company believes.

FIG. 01
Knowledge vault: how the system fits togetherNotes tools, Email, Meetings feed a hybrid index. The agent runtime works from that index, and every consequential action passes a human approval before it reaches Knowledge map, Ask your brain, Task board.Notes toolsEmailMeetingsHybridindexAgentruntimeYourapprovalKnowledge mapAsk your brainTask boardYour systemsWhere your team works
Knowledge vault: how the system fits together.REV 2026.08

What that means in practice

Retrieval and RAG

Connecting AI to your actual documents so it answers from your knowledge, accurately and with citations, instead of making things up.

Where we stop. A dedicated vector database is justified by scale, not by default. Most of RAG quality is won or lost in chunking and indexing strategy, not in the model choice, and we have walked clients back from RAG to plain search when that was the honest answer.

How we use it

Agents and orchestration

AI that does the work instead of just answering: looks things up, calls your systems, completes multi-step tasks, and knows when to hand off to a human.

Where we stop. Multi-agent swarms are oversold; most jobs need one well-guarded loop. If a cron job and a script solve it, that is what we build, because 90 percent per-step accuracy compounds to 59 percent over five chained steps and no framework changes that arithmetic.

How we use it

Questions? Straight answers.

Three ways in

Three ways in. No long discovery.

Free · 3-5 days · No obligation

AI Opportunity Audit

We map your operations, find the highest-ROI automations, and hand you a ranked plan with payback math. Yours to keep, whoever builds it.

No obligation. No follow-up sequence.

Paid · Fixed scope

First Build

One high-ROI system, built on your real data and deployed in your stack, with your team trained to run it. Fixed scope. Quoted after the audit. Covered by the 5x ROI guarantee.

Scope my first build

Paid up front. Cancel anytime after.

Free · 15 min

Intro Call

Fifteen minutes with James, not a sales rep. Bring your worst bottleneck, leave with a straight answer.

Book 15 minutes

No pitch deck.

Every first build is covered: 5x ROI in 30 days. Or we work for free. Read the full terms

Start free. Know your number in five days.

A 3 to 5 day audit of your operations, ending in a plan with the ROI math attached. No obligation.

5x ROI in 30 days. Or we work for free.