Living Context turns your company’s unstructured data into a knowledge graph, answers your team’s questions from it, and builds the agents that put it to work.

Most AI finds what sounds like your question. Living Context finds what answers it.

The answer you need is often two or three steps away.

Living Context maps how the people, companies and events in your data connect, and pieces together answers no single document holds.

The question “Why did our margin on the Pruitt Supply account drop in Q1?”
RAG

The search most AI tools use. It pulls the passages closest in wording to the question, then writes an answer from them.

  1. Q1 Margin Report.xlsx0.91
    Pruitt Supply gross margin, 31% to 24%
  2. Pruitt Supply Account Plan.docx0.87
    Margin targets for the year
  3. Sales call notes, Feb 20.84
    Pruitt Supply asked about volume pricing
wrong
Answer

Gross margin on Pruitt Supply fell from 31% to 24% in Q1. Call notes from February show they asked about volume pricing, so discounting is the likely cause.

SourcesQ1 Margin ReportSales call notes
Living Context

Starts at the customer and follows each link to the records that explain the drop.

  • CustomerPruitt Supply
    • reported in
      ReportQ1 margin, 31% to 24%
    • party to
      Contract4471
      • amended by
        AmendmentNo. 2, expedited freight at our cost
      • covers
        ShipmentSH-2291
        • discussed in
          Email, Mar 14“Held at port. Switching to air.”
        • billed on
          InvoiceAir freight, $48,200
    Builds intelligent agents
Answer

Margin fell because Shipment SH-2291 was held at port in March and re-sent by air for $48,200. Amendment 2 to the Pruitt Supply contract makes expedited freight our cost, so it came straight out of margin.

SourcesAmendment 2Email, Mar 14Freight invoice

One graph for your teams and your agents.

For your teams

Ask anything in plain English and get answers that cite the documents behind them.

Example: a question from customer service

“What did we promise Tolliver Foods on delivery times?”

Without context

Answers 30 days, from the original master agreement.

With Living Context

Within 14 days of each order. The 2024 amendment changed the term, and the account lead confirmed it by email on March 3.

SourcesMSA amendment, 2024Email, Mar 3

For your agents

Agents get the contracts, email and history behind each task, so they make the right call on their own.

Example: an agent paying a supplier invoice

“Pay invoice INV-20931.”

Without context

Pays the full amount.

With Living Context

Sees that the supplier agreed by email to a $12,000 credit for a late delivery, and deducts it.

SourcesSupplier email, Feb 12Invoice INV-20931

What it looks like in your industry.

Financial services
Portfolio monitoring

See a portfolio company’s progress against its value creation plan across board decks, monthly reports and email.

Diligence

Check the claims in the CIM against the customer contracts and Q&A responses in the data room.

Covenant checks

An agent checks quarterly compliance certificates against the credit agreement as amended, and flags discrepancies.

Insurance
Reserve changes

See why a claim’s reserve changed, across adjuster notes, defense counsel reports and correspondence.

Renewals

See what changed since last year across new claims, open loss control recommendations, underwriting notes and broker email.

Subrogation

An agent reviews open claims and flags the ones where costs could be recovered from a responsible third party.

Manufacturing
Equipment downtime

Find how a recurring breakdown was fixed before, from maintenance logs, OEM manuals and technician notes.

Supply disruptions

When a supplier is late, see what its agreement lets you recover and what customer contracts say about delays.

Corrective actions

An agent drafts the 8D for a quality escape from nonconformance reports, failure analysis, past 8Ds and email.

Legal
Change of control

Find which agreements need counterparty consent on a sale, reading each with its amendments and side letters.

Negotiation history

Find deals where a fallback on the liability cap was accepted, and the emails that explain why.

First-pass markup

An agent redlines the other side’s draft against the playbook and the agreements already signed with them.

Life sciences
Deviations and CAPAs

Find earlier deviations with a similar root cause across sites, even when coded differently, and whether the CAPAs worked.

Inspection readiness

Find past 483 commitments, the records showing they were met, and later SOP changes that may have undone them.

Change control

An agent maps a proposed change’s impact across registrations, SOPs and validation reports for QA and regulatory review.

Utilities
Asset history

See failures of an asset and its sister units across work orders, field reports and email, and what fixed them.

Prudence reviews

Find the studies, approvals and email behind a capital project’s key decisions, to support cost recovery.

Data requests

An agent drafts responses to rate case data requests from prior responses, testimony and engineering studies.

Retail and consumer goods
Trade terms

Find what was agreed with each retailer or supplier on pricing, promotions and allowances, including changes made by email.

Product issues

Trace a complaint to the supplier, factory and lot through inspection reports, corrective action plans and email.

Deductions

An agent checks a retailer deduction against agreed terms and drafts the dispute, with backup from agreements and email.

Transportation and logistics
Customer requirements

Find each customer’s delivery windows and handling rules, from routing guides and SOPs to exceptions agreed by email.

Carrier agreements

When a carrier bills detention or accessorials, find what was agreed in the contract, rate confirmation or email.

Freight claims

An agent drafts the claim for a damaged shipment from the bill of lading, commercial invoice, carrier contract and email.

Construction and real estate
Scope gaps

See which subcontractor’s scope covers a piece of work, across subcontracts, scope exhibits, bid exclusions and RFIs.

Lease terms

Find leases with renewal options, expansion rights or co-tenancy clauses, as changed by amendments and side letters.

Delay claims

An agent builds a delay claim chronology from RFIs, daily reports, minutes and email, and flags late or missing notices.

Technology
Customer commitments

See what was promised to an enterprise customer across contracts, order forms and email.

Incident history

Find past incidents with the same symptoms in postmortems and incident channels, and how each was mitigated.

SLA credits

An agent flags which customers affected by an outage are owed service credits or an RCA, citing each contract.

Built with your team, one use case at a time.

Find the use case

We sit with your team to learn how the work gets done today, and pick the use case where Living Context will matter most.

Connect and build

We connect the apps your team already uses, and Living Context builds the knowledge graph from the documents in them.

SharePoint OneDrive Outlook Microsoft Teams Google Drive Gmail Slack Notion and more

Go live

It goes into your team’s daily work, with us close by as it rolls out. Once it’s working, we pick the next use case together.