An AI knowledge base for a consultancy connects the AI your team already uses — Claude, ChatGPT — to your firm's real knowledge: client histories, past proposals, and how-you-do-things. Instead of each consultant re-explaining context to a blank chat, the whole team's AI answers from the same governed, cited source — drawn from Notion, Drive, and email.
The consultancy problem: knowledge that doesn't travel
In an advisory firm, the knowledge is the product — and it's scattered. Client context lives in one person's inbox, the methodology in a Notion page, last year's proposal in a Drive folder. When a consultant opens Claude, none of it is in the room.
- Re-explaining context to a blank chat, every time, for every client.
- Reinventing work because nobody can find the proposal that already solved this.
- Inconsistent answers as each consultant prompts from their own partial view.
What an AI knowledge base unlocks, day one
Give your team's AI real company context and the everyday work gets faster and more grounded — answered from your actual documents, not the model's imagination.
- Client briefs in seconds — ask Claude for the full history on any client, pulled from Notion, Drive, and email with sources.
- Grounded proposals — drafted from your real past work and pricing, not invented.
- Your firm's methods, on tap — how-we-do-things served as structured steps, consistently, to everyone.
What to look for in a knowledge base for AI
A folder of files isn't a knowledge base, and a chatbot that hallucinates your pricing is worse than none. Four things separate a real one.
- Connects your real sources — Notion, Drive, email — and stays current automatically.
- Governed — restricted client documents excluded by sensitivity, every answer cited, every retrieval logged.
- Works with the AI you already use — no new app to roll out across the team.
- Priced for a small firm — by sources and documents, not per seat.
OpsBlox for advisory firms
OpsBlox is built for exactly this team — knowledge-driven firms of roughly 10–30 people. It connects your sources, structures everything into a graph of clients and projects, and serves governed, cited context to Claude, ChatGPT, and any MCP client. One subscription for the whole company starts at R999/month on the Growth plan — priced by what you connect, not how many people use it.
Common questions
Is this just a chatbot for our firm?+
No — OpsBlox has no chat app of its own. It's the context layer underneath the AI your team already uses, so Claude or ChatGPT answers from your firm's knowledge. You don't change how your team works; you make their existing AI accurate.
How long before it's useful?+
The first sync backfills your sources — a few hours for a typical workspace — then stays incremental, re-syncing every 15 minutes. Your team's AI is answering from real company context the same day you connect.
How is client confidentiality handled?+
Every document carries a sensitivity classification, and restricted ones are excluded from retrieval. Answers are cited, retrievals are logged, and data is hosted in South Africa or on your own on-prem box — so confidentiality is enforced, not hoped for.