The mark
Four source points connect through a shared spine. The mark represents scattered firm knowledge becoming one governed context layer without losing where each piece came from.
BobGraph
Knowledge and context layer
Capture & connect
Give AI the full picture of how your firm works.
BobGraph turns scattered documents, client and matter histories, calls, decisions and tacit judgement into a governed context layer your firm can own and build on.
Context in
People & judgementDocumentsClient or matter historyDecisions & standards
Governed output
Curated collectionsConnected contextSource evidencePermission boundaries
Each output remains connected to the context, permissions and human decisions behind it.
Role in the stack
One layer, connected to the whole operating brain.
BobStack works as one architecture. Each layer has a clear job and hands governed context or reviewed work to the next.
BobGraph is the foundation beneath the stack. It captures what the firm knows, connects the relationships that matter, and keeps permissions, provenance and source evidence attached so people and AI can use that context responsibly.
BobGraph supplies the trusted context BobAssists can answer from, the policies BobFlow can act within, and the evidence BobInsights can learn from.
Inside BobGraph
Built around context, evidence and clear boundaries.
The architecture starts with the work the firm already does, then adds only the structure and automation that the first problem needs.
Capability scope is confirmed during implementation. These are the responsibilities this layer is designed to own.
01
Mine knowledge from people as well as files
Capture preferences, exceptions, review decisions and hard-won judgement that document ingestion alone leaves behind.
02
Connect what the firm knows
Link clients, matters, workflows, decisions and source material where those relationships improve retrieval and preparation.
03
Keep provenance visible
Preserve where context came from, who reviewed it and which source should be checked before somebody relies on it.
04
Apply permission boundaries
Structure collections so people and agents use only the business context appropriate to their role and task.
The layer in motion
Capture & connect, with the decision trail intact.
A practical BobGraph sequence keeps context, evidence and the human decision visible from input to reviewed output.
01
Capture
Bring together source material, conversations, operating decisions and tacit firm knowledge.
02
Curate
Clarify what is authoritative, remove duplication and record ownership, status and provenance.
03
Connect
Relate clients, matters, people, workflows and decisions where the connection carries meaning.
04
Govern
Apply collection permissions and review rules, then keep the context current through reviewed work.
Professional-services applications
The same layer, shaped around different firm context.
BobStack does not flatten every profession into one generic workflow. The architecture stays consistent while the sources, decisions and human boundaries change.
Finance
Connect the client and deal story from referral through settlement, renewal and review.
Accounting
Make client history, obligations and partner judgement reusable across the practice.
Insurance
Keep the complete risk story available through renewals, claims and servicing.
Law
Connect matter chronology, precedent, drafting standards and review decisions.
Practical outcomes
What this layer should make easier.
These are directional outcomes, not invented productivity claims. The first implementation defines what useful change looks like for the nominated workflow.
- Firm knowledge becomes easier to find and reuse
- Staff can begin work with more complete client or matter context
- The firm retains a portable knowledge foundation instead of rebuilding context around every new AI tool
Human boundary
BobGraph does not replace the firm's source systems or treat every captured note as truth. People still decide what is authoritative, which context belongs together and who is allowed to use it.
Implementation scope
BobGraph is built around the first material workflow, then extended as the firm proves which context is useful. The exact sources, integrations and permission model are confirmed during implementation.
The connected stack
No layer has to work alone.
See how the other BobStack products connect to BobGraph.
Start with one place where context gets lost.
Bring one concrete workflow, knowledge gap or decision bottleneck. We'll map whether BobGraph belongs in the first slice and which other BobStack layers the work needs.
Get startedA short, practical conversation. No obligation.