Xerum for consulting and professional services
Your firm's knowledge should outlast the engagement
A team spends nine months learning a client's constraints, politics and prior decisions. Then it rolls off, and the next team starts from a folder of deliverables and whoever is still around to ask.
Sound familiar?
It leaves when the team does
The deliverables are archived. The reasoning behind them — what was tried, what the client refused, why the obvious option was wrong — was never written anywhere that survives a staffing change.
Everyone rediscovers the same thing
The second engagement with a client asks questions the first one settled. Not because nobody wrote it down, but because what was written down is unfindable by anybody who was not there.
Nobody trusts the shared drive
Three versions of a document, two of them stale, none of them dated in a way that says which decision superseded which. So people ask a person instead, and the drive gets a little more stale.
What changes
One context per firm, not per person
Knowledge lands in a shared, versioned space rather than in the heads of whoever ran the engagement. Their agent and everyone else's read the same thing.
Curated, so it stays worth reading
Members propose, owners decide. A partner approves what joins the record, which is how a knowledge base stays a knowledge base rather than becoming a drive.
Nothing is edited in place
Superseded is a revision, not an overwrite. You can always see what the firm believed at the time it gave the advice — which matters when somebody asks two years later.
Access that matches the engagement
Permission filtering runs inside the query, before ranking, so one client's context never surfaces in another engagement's answer — and results never hint at what was withheld.
What this industry buys
Curation + versioning
The firm's compounding asset: a record that gets more valuable every engagement instead of decaying between them.
- Approved by a partner before it joins the history
- Every version kept — you can read what you knew when you advised
- One shared context per firm, reachable by every agent
- Rejected proposals vanish, so the record never accumulates noise
Stop paying twice for the same understanding
Built today, not on a roadmap. Every property above is already how the store works.