Workflow 01
Search and answers over the engagement archive
Connectors sync SharePoint and OneDrive, Google Drive, Confluence, S3 and more, daily, weekly, monthly or on demand; 30+ formats are ingested, including the PPTX and XLSX that consultancies live in. Hybrid retrieval finds the passage, and clicking a citation opens the slide or page it came from. Agents can also work in Notion, Jira or Linear through one-click connections, with each person's own account.
SharePoint / OneDrive · Google Drive · Confluence · S3 · scheduled sync · Notion · Jira · Linear · PPTX · XLSX · citation reader
Connectors →Knowledge →Search & Retrieval →
Workflow 02
Onboarding and methodology assistant
One agent per practice, with its own system prompt and selected sources, shared with that practice's team. Wiki sources are kept current by agents with provenance stamps; a shared agent keeps working with its sponsor's access, and owners decide whether editors may reshare. Share links make an assistant available across the firm without a rollout project.
Agents per practice · system prompt · selected sources · wiki sources with provenance · sponsors · share links
Agents →Knowledge →
Workflow 03
Proposal and deliverable drafts
The Artifact tool produces DOCX, PPTX and XLSX from approved prior work, with version history so the reviewer can see what changed. Guardrails redact client PII where a draft must not carry it.
Artifact tool (DOCX, PPTX, XLSX) · version history · guardrails with PII redaction
Artifacts & Code Execution →Guardrails & Human-in-the-loop →
Workflow 04
Run for you
A dedicated managed instance: SSO with the firm's IdP (OIDC), SCIM, a team per practice group with admin and member roles, usage quotas for each person, usage by agent or flow, personal access tokens for scripts and the CLI, and support under an SLA. Your team connects sources, sets permissions and writes each practice's prompt; Arc53 operates the rest.
Dedicated instance · OIDC SSO · SCIM · teams & roles · usage quotas · usage by agent or flow · access tokens · SLA
Admin, Security & Analytics →Managed instance →