Governance posture

Health, AI-readiness, and migration-readiness across every connected system.

Across your systems

Estate at a glance

Computed by the analysis modules.

Needs attention

Open governance actions awaiting a decision.

Sources & ingestion

Connect repositories, then watch documents flow through the knowledge supply chain.

Connectors

Every source first-class. live = implemented, roadmap = catalog-registered.

Drop documents or a multi-GB zip
Large imports run as a background job — chunked, with progress and back-pressure, never a blocking upload.

Ingestion queue

Each document runs: classify → tag → redact → embed.

Document	Source	Pipeline

Search

Hybrid keyword + semantic retrieval across all systems.

Documents

Classified, tagged, and redacted. Grouped and server-side paginated — the list never loads the full corpus.

Name	System	Dept	Type	Sensitivity	Version

Governance Copilot

Ask about holds, retention, repository health, or documents. Answers are grounded and cited.

Pick a question, or type your own.

Governance

Retention, legal holds, approvals, and the tamper-evident audit trail.

Approvals

Destructive actions always require a human.

Legal holds

Retention

Audit ledger

Hash-chained, append-only. Any edit breaks the chain.

Workflows

Rules that act on document events. Approval-gated by default.

Rules

Rule	Trigger	Action	Mode

Executed automatically

Safe, non-destructive actions.

Routed for approval

Destructive or sensitive actions.

Organizational memory

One canonical knowledge base across systems and document generations — surviving turnover.

Consolidation

Canonical knowledge

Document	Type	Found in	Versions

If an employee leaves

Knowledge retained because it lives in more than one place.

Knowledge estate

The same document reconciled across every connected system into one source of truth.

One source of truth across systems

Recommendations

Knowledge graph

Relationships, versions and duplicates resolved across every connected environment.

Same document, found across systems

Cross-system duplicates collapsed to one canonical copy.

Document	Canonical	Duplicate copy
MSA_FINAL.docx	SharePoint / Legal	Box / Deal Room (identical hash)
2026_Budget.xlsx	OneDrive / Finance	Google Drive / Shared (identical hash)

Version history — MSA (Acme ↔ vendor)

Reconstructed across systems, newest first.

v4 · SharePoint · 12 Junsupersedesv3 · Boxsupersedesv2 · email attachmentsupersedesv1 · OneDrive

Related entities

Resolved across spellings & systems.

“Acme Corporation”, “ACME Corp”, and tax-ID 55-1234567 → one customer entity (4 records, 3 systems).

Lifecycle policy

The right retention rules, applied automatically from a world of overlapping laws.

Effective policy — Invoice_2026_Q1.pdf

Record type: tax · Jurisdictions: US, EU

Retain then dispose · 10 years · dispose after 2036-03-31.
Governing rule: EU VAT Directive 2006/112/EC Art. 244 (10y) — strictest of 2 matched rules; US IRC §6001 (7y) also applied. Legal hold would override.

Regulatory catalog (excerpt)

Rule	Jurisdiction	Record type	Retain
EU VAT Directive	EU	tax	10y
IRC §6001	US	tax	7y
SOX §802	US	audit	7y
UK Companies Act s.388	UK	financial	6y
Litigation hold	Any	litigation	permanent

Remediation

Act on the estate — dispose, relabel, dedupe — through permission, legal-hold, approval and audit guardrails.

Recommended actions

Preview by default. Destructive actions need approval; held documents are blocked.

Action	Target	Status
Remove duplicate	Budget.xlsx @ Google Drive	preview
Dispose (expired)	Invoice_2017.pdf @ SharePoint	requires approval
Dispose	MSA_FINAL.docx @ OneDrive	blocked · legal hold
Relabel → confidential	BoardDeck.pptx @ Box	preview

Every executed action is logged

Tamper-evident ledger entry per write-back, with actor, approval and timestamp.

Insider risk

Behavioral anomalies scored against each person's own baseline — from the same audit trail.

HIGH · j.martinez@acme.com score 12

volume spike: 80 vs ~12mass export: 80 downloadssensitivity escalation: restrictedoff-hours: 80 at 03:00breadth: 80 distinct docs

MEDIUM · k.osei@acme.com score 4

volume spike: 64 vs ~20off-hours: 12 actions

Within baseline

All other users — no anomaly. Baselines learned per actor, so power users aren't false-flagged.

Data protection (DLP)

Detect sensitive data and enforce at the moment it tries to leave.

Test an egress

Pick what's in the document and where it's going.

Choose options and evaluate.

Active policies

Policy	Condition	Action

Billing & spend forecast

Predict what an import costs before you commit — and what you save vs. per-image incumbents.

Forecast an import

Transparent, predictable spend.

Documents Pages / doc Monthly growth % Queries / mo

vs. Iron Mountain / Access

Per-image digitization at $0.08–$0.10/image.

Current invoice

Line item	Qty	Unit	Amount

Overview