Peggy
Knowledge Librarian · Senior
$1,199/mo + $1,500 hire
Hire Peggy
Reads everything your firm has ever produced. Peggy maintains a searchable knowledge base and finds the precedent document, the past memo, or the right template in seconds.
Peggy addresses the research tax that every growing firm pays invisibly. A document that took six hours to draft the first time takes two hours to redraft because nobody remembers exactly where the last version was. A case briefed last year has to be researched again because nobody indexed it. An associate spends 45 minutes searching for a precedent clause that the senior partner wrote into three different engagement letters over the past five years. Peggy ends all of that.
She reads every document your firm produces, indexes it, and makes it findable by content, not just file name. Ask Peggy "do we have a commercial lease NDA from the past 18 months with a carve-out for pre-existing IP?" and she returns results in seconds.
She also notices things. When a regulation she has indexed gets amended, she flags the documents that cite it. When two matters turn on similar factual patterns, she surfaces the connection. She does not interpret; she points. The judgment stays with you.
Three real examples. Indexing depth, citation format, and stale-citation monitoring are calibrated during onboarding.
Non-Disclosure Agreement, one-way, commercial real estate due diligence context
Section 4(b) contains a pre-existing IP carve-out covering all materials developed prior to the effective date. Term: 24 months. Jurisdiction: Minnesota. No penalty clause. Standard confidentiality and non-use obligations.
Suitable as a starting precedent for CRE due diligence NDAs where the disclosing party is a landlord or developer. Review Section 6 (permitted disclosures) before reuse in lender context.
Peggy connects to your document management system and indexes what is already there. No migration, no new tool to learn.
Peggy connects to your document storage. You define which folders and document types she should index, and which (if any) to exclude. Retroactive indexing begins.
Peggy indexes the past 12 to 24 months of work product. You review a sample of her index entries and summaries, correcting any misclassification. Tag vocabulary is refined.
Partners and associates submit real queries. You evaluate the results and tell Peggy when relevance ranking is off. Search precision improves rapidly with feedback.
Peggy indexes new documents same-day, answers queries, and sends the monthly knowledge health report. The 30-day check-in is on the calendar.
Yes. Peggy connects to NetDocuments, iManage, SharePoint, Worldox, Google Drive, Dropbox, and OneDrive. She indexes documents where they already live. You do not need to reorganize your files or move anything. The onboarding scope conversation determines which folders she covers and at what depth.
Peggy operates within your existing access controls. She only indexes documents that the credentials you provide can access. If you want specific matters, client files, or practice areas excluded from her index, you configure those exclusions during onboarding. She does not copy documents to external systems. Everything stays in your existing storage.
She indexes it with a note that it is older work product, and she surfaces recency context when returning results. If a document's underlying regulation or case law has since changed, she flags it as potentially stale in the monthly health report and in any query result that returns it. Partners and associates still apply judgment. Peggy surfaces the information; she does not validate the legal analysis.
Both. Retroactive indexing of your existing library begins during onboarding and covers whatever scope you define. A firm with five years of work product typically completes retroactive indexing in 5 to 10 business days, depending on volume. Ongoing indexing of new documents is same-day.
Peggy tracks the statutes, regulations, and case holdings she indexed alongside each document. She checks those sources against public law databases on a monthly cycle. When a source has been amended, repealed, or overruled, she flags the documents that cite it in the monthly health report and tags those documents in the index. She does not rewrite them. She points, you decide.
Two weeks of onboarding. A searchable knowledge base by day 14. Performance guaranteed for the first 90 days. If she does not meet standard, we replace her or refund the hiring fee.