Aploris · Context management for advisory firms
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Context management for advisory firms

Your firm's knowledge, safe and ready for AI to use

Automated KM workflows curate your projects into AI-ready context and enforce each client’s terms on every use, by people and agents

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Engagement files are captured, curated by an AI workflow, and governed by the client’s terms as one approved unit; the rest is set aside. The unit flows into a stronger proposal. APPROVED Client terms applied PROPOSAL CAPTURE CURATE GOVERN WIN WORK
Build on your best past workEvery pitch and every deliverable starts from the firm’s strongest prior work, not a blank page.
Knowledge that staysPeople move on and models change every quarter. What the firm learned stays, and keeps growing.
One source for people and agentsEvery consultant and every agent works from the same curated knowledge, not their own pile of files.

The problem

Your firm’s knowledge isn’t ready for AI, and it isn’t safe to use.

Client terms sit in contracts no system reads. Each project’s work is locked away from the rest of the firm. And what does surface comes in fourteen versions.

Permissions live in contracts, not systems

Not safe: SharePoint can’t read an engagement letter

SharePoint knows who can open a file, not what the client agreed it can be used for. Reuse limits, sanitization and retention terms go unchecked, and client names sit in every slide.

Locked in project sites

Not shared: the firm can’t see its own work

Each engagement lives in its own site, open only to the team that ran it. Everyone else starts from scratch, and the firm pays to learn the same thing twice.

14 versions of the same deck

Not ready: no one knows which file counts

The check-in deck, the interim, the final, and a dozen saves in a single day. Search returns all of them, and AI treats them as equally true.

How it works

Four steps from scattered files to governed, AI-ready knowledge.

SharePointOneDriveEmailChatsTranscriptsscoped STEP 1

Watch

Bulk-ingest deliverables, models and working files from the repositories you choose, along with each engagement’s terms, then pick up new work as it lands.

SharePoint · OneDrive · plus email, chats and transcripts where available
14 versionsAPPROVED STEP 2

Curate

Collapse every version to the one canonical file, and keep only the firm's best work. A reviewer approves the edge cases.

KNOWLEDGE UNITAPPROACHPOLICYInternal · 2032CLIENT[Client]SOURCES STEP 3

Knowledge unit

Turn it into a short, structured unit: approach, benchmarks and key findings, with client details replaced by tokens, the engagement’s terms attached, and links back to every source.

corpus v12PublishPeopleAgentTools STEP 4

Serve, under policy

Your teams and agents use it in their existing tools and over MCP. Each engagement’s terms are enforced on every use, and every use is logged.

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How this differs

Everyone else starts after the messy part.

The tools you already have, or are about to buy, work on whatever context they are given. Context management is deciding what that should be: the firm’s best past work, in its final version, within each client’s terms. That is our job.

Enterprise search

Finds every version. Cannot tell the final from the draft, or the best work from the rest.

We decide which file is the one, and pull out what is worth reusing. We sit on top of your index, not against it.

Copilots and AI agents

Answer from whatever they are handed, drafts and client names included.

We make sure what they are handed is canonical, approved and sanitized.

Knowledge graphs

Add structure to what is already there.

We decide what belongs there in the first place.

What it is

The unit we produce is a knowledge unit.

Sanitized Approved by KM
Operational due diligence: manufacturing carve-out
KU-0412 · v3 · Updated Sep 2025
OperationsManufacturingCarve-out
AApproach
Value the stand-alone cost base site by site before looking at group totals. Visit at least three plants, not the flagship alone.
Slides 14–16Cost model · Sites tab
BKey benchmarks
Stand-alone cost uplift is a range. Test it against two comparable carve-outs before it goes in the model.
Slide 19Cost model · rows 40–52
FKey findings
Stand-alone cost base runs 6–9% above the group allocation. Maintenance capex is underfunded at two of three plants.
Slides 20–21Data room · site P&Ls
Insight map7 insights · 11 anchors
Final readout
121314A15A16A171819B20F21F2223
Engagement policyFrom engagement letter §7 · NDA §3
ReuseInternal only
SanitizeClient, target, financials
RetainUntil Dec 2032
AccessOperations practice
Sources13 earlier versions and 2 duplicates excluded
  • [Client] Ops DD final readout CanonicalSlides 14–22 · SharePoint › Final↗
  • Data room · site P&LsFolder · SharePoint, 6 files↗
  • Stand-alone cost model“Sites” tab · SharePoint↗
{ } Structured index · agents navigate straight to the right slide, cell or document 3 client references tokenized

Canonical

We find the final among the check-ins, interims and a dozen same-day saves, and every version collapses to that one source.

Best work only

Not every final is worth reusing. Your knowledge owner decides what counts as the firm's best thinking, and the rest stays out.

Sanitized and governed

Client names, people and NDA figures are replaced with tokens like [Client]. What can be reused, by whom and for how long follows the engagement’s terms, and travels with the unit.

Navigable, down to the slide

Every insight is mapped to the exact slides, model cells and source documents behind it, in a structured index agents navigate directly over MCP. People get a link to the right slide, not the whole deck.

Knowledge map

Everything your firm has done, mapped to the markets it knows.

Elderly care · Germany38 projects and proposals since 2014
Nursing homes14 projects
Home care9 projects
Assisted living6 projects
Care staffing4 projects
Day care3 projects
Medical aids2 projects
Leading operators worked with5 of 8
Project inventoryLatest 3 of 38
  • Commercial due diligenceNursing home operator · DE · AT · 2025
    180 pp · market model
  • Market entry strategyHome care services · DE · 2024
    95 pp · segment sizing
  • Operational turnaroundCare staffing provider · DE · CH · 2023
    Diagnostic · cost case

A clean inventory of every project

Every project and proposal the firm has run, with client, target, the markets studied and their exact scope, and what was delivered. Kept current automatically, not in a spreadsheet no one owns.

Searches that know where to look

A question about nursing homes in Germany goes straight to the projects that covered them, not the whole archive. People and agents get sharper answers, faster.

Your track record, as proof

Show a market broken into its segments, how many projects the firm has run in each, and which of the leading companies you have worked with. Ready to drop into a proposal.

A use case

A proposal team on a Tuesday afternoon.

A principal needs a first draft of the operational diligence section for a manufacturing carve-out, due tomorrow. The firm did one last year. The team asks an agent to start from that work.

Today

The agent searches the file share.

  1. It returns hundreds of files ranked by keyword. Fourteen of them are the same deck.
  2. The agent picks one, or an associate does. Nobody can say if it is the final or a draft.
  3. A client name survives in a footnote and a speaker note.
  4. A partner catches it in review, or does not.
With curated knowledge

The agent asks for the knowledge unit.

  1. One approved unit comes back, with approach, benchmarks and key findings.
  2. The draft carries [Client] tokens for the team to fill in.
  3. The reviewer can see who approved the unit and when it was last updated.
  4. The principal reviews the thinking, not the clean-up.
See it on your own work

Why it matters to you

What each person at the firm gets.

Knowledge and ops leads

You are the one left sorting finals from drafts and good work from the rest, across years of history and every new engagement.

We take on the sorting and the clean-up. You set the rules, own the review queue, and decide what your teams and agents learn from.

Partners and practitioners

You want to reuse the firm's best thinking, not rebuild it for every proposal.

Approved, reusable knowledge in place of search results. The approach, the benchmarks and the key findings from the work you are proudest of.

Risk and IT

You need client confidentiality protected and access limited to the sites and folders you approve.

Plain answers on deployment, data access, human review and audit trail. See Governance.

Governance

Engagement rules, enforced as policy.

Permissions live in contracts, not systems. We read each engagement’s terms for reuse, sanitization, retention and access, keep them attached to every piece of knowledge derived from it, and log every use by people and AI.

[Client] · Commercial due diligence · 2025Read from engagement letter §7 and NDA §3
ReuseInternal only, after 12 months
SanitizeClient, target, financials
RetainUntil Dec 2032, then delete
AccessOperations practice, partners
Applied to 14 knowledge units
Audit trailEvery use, by people and AI
  • Agent · proposal draftingUsed KU-0412, sanitizedAllowed
  • Manager · OperationsOpened KU-0412Allowed
  • Agent · client Q&ARequested KU-0412 for an external answerBlocked: internal only
  • KM leadApproved a redaction on KU-0519Logged
Where does it run?

Runs in your tenant

In your Microsoft 365 or cloud tenant. Client material does not leave your boundary.

What do you access?

Only the sites you choose

You decide which libraries, channels and folders we read, for the historical archive and for new work. Nothing outside that scope is touched.

Who decides what is published?

Human review for anything uncertain

Your knowledge owner sets the rules for capture, quality, sanitization and access. Anything the system is unsure about goes to a reviewer queue.

Can we see what happened?

Full audit trail

Yes. Every extraction, redaction, approval and use, by people and AI, is logged.

Bring your risk lead to the call

Questions

Short answers.

Does this replace our search tool?

No. Search still finds documents. We sit on top of your index and produce the trusted learnings inside them, for your teams and your agents.

Do you need access to all our SharePoint?

No. We read only the sites and folders you scope. That usually starts with a bulk pass over the historical archive in those locations, then ongoing capture as new work lands. You can widen or narrow the scope at any time.

What do the first weeks look like, and what will we have at the end?

The first weeks cover access, scoping and the historical pass over a few practice areas. Then we curate, write up and review the first knowledge units with your knowledge owner, and switch on ongoing capture. At the end you have a working, reviewed set of knowledge units your teams and agents can use, and a clear view of what it would take to cover the rest of the firm.

Do you train on our data and what do you retain?

We do not use your content to train models. Processing runs in your Microsoft 365 or cloud tenant, and the knowledge base stays there under your control. We keep only what is needed to operate the service, such as configuration and audit logs, and you can have it deleted when the engagement ends.

Who we are

Two founders who have done this work.

We have worked inside consulting firms and built the tools they use. Our backgrounds include Bain and ten years of building PowerPoint and Office tooling for consulting firms.

Claudius Ohrt on the left and Kartik Sundar on the right, smiling in front of a light brick wall
Claudius Ohrt (left) and Kartik Sundar (right)

Claudius Ohrt

Co-founder

LinkedIn profile ↗

Kartik Sundar

Co-founder

LinkedIn profile ↗

Company

Aploris GmbH

Get started

See what your firm’s knowledge could look like.

If your firm has years of strong work, more arriving every week, and teams and agents that should be learning from it, a 30-minute call is the best way to see whether this fits. Bring a deliverable you are proud of and a question about it.

Book a call 30 minutes. No form.