AskMyDocs for it services & consulting
The delivery manager quit. The commitments didn't.
Attrition turns paperwork into risk: the person who knew what was promised leaves, and the successor inherits forty SOWs, change requests and rate cards they've never read. Unbilled CRs leak revenue, missed renewal dates leak leverage, and "what did we commit to?" gets answered by memory until something breaks.
Ask it like you’d ask a colleague
No search operators, no folder archaeology. Ask in plain language, get the answer with a numbered citation, and click it to read the exact page in the source document — with a permission-checked download if you’re allowed the file.
- Handovers become questions: the new delivery manager asks the account's paperwork instead of the person who left.
- Approved-but-unbilled CRs, SLA commitments and renewal dates surface with the page cited.
- The API feeds cited answers into delivery dashboards and account portals.
CR-7 and CR-11 were approved — CR-11 (₹4.2L, reporting module) has no invoice reference [1].
CR log — Meridian.pdf · page 2 · v5
Day one, in three steps
1
Sync the account folders
SOWs, CRs, rate cards and proposals from the drive delivery already uses — multiple accounts, hand-picked folders, versions preserved.
2
Mirror your account structure
A team per account: new delivery managers inherit the entire paper history the day they join the team, and nothing crosses accounts.
3
Ask — or wire it in
Ask in chat during handover, or call POST /api/v1/chat from your delivery portal so dashboards show cited commitments inline.
IT services & consulting questions
Can we surface answers inside our own tooling?+
Yes — POST /api/v1/search returns permission-fenced passages with scores, and /api/v1/chat returns full cited answers. Keys are managed in the admin console and every call is audited.
How do change requests affect answers?+
A CR uploaded against an engagement becomes a new version of its paperwork — answers reflect the current commitment, and you can ask what changed and when.
What does a handover look like with this in place?+
The incoming manager joins the account team and asks: what are the SLAs, what's unbilled, when's renewal, what did we promise in the last QBR? Each answer cites the page, so trust doesn't depend on the outgoing person's memory.
General questions — plans, connectors, data — are in the full FAQ.
Your paperwork already knows the answer.
Connect a drive or drop the documents in, ask, and click the citation to verify.
Free plan · No credit card