A sensible place to start
Start where staff repeatedly rebuild a client or matter story from several people, files and systems.
BobGraph
Knowledge and context layer
Capture & connect
Give AI the full picture of how your business works.
BobGraph connects documents, client and matter histories, calls, decisions and the judgement people carry in their heads. Your business owns the result.
What it needs
People & judgementDocumentsClient or matter historyDecisions & standards
What it produces
Curated knowledgeLinked clients and mattersVisible source trailAccess rules
The source, access rule and human decision stay visible beside the result.
Role in the stack
A clear job inside one connected system.
Each BobStack layer owns one part of the work and passes reviewed knowledge or approved action to the next.
BobGraph is the knowledge foundation beneath BobStack. It connects what your business knows and keeps the source, owner and access rule beside each important piece.
BobAssists answers from BobGraph. BobFlow uses its approved policies and history. BobInsights reviews the evidence created by both.
Inside BobGraph
What BobGraph is responsible for.
This layer is built around four responsibilities. The exact scope is confirmed against the first workflow rather than assumed in advance.
01
Mine knowledge from people as well as files
Capture preferences, exceptions and review decisions that files alone cannot explain.
02
Connect what your business knows
Link clients, matters, workflows, decisions and source material where those relationships improve retrieval and preparation.
03
Keep provenance visible
Keep where a fact came from, who reviewed it and which source a person should check before relying on it.
04
Apply permission boundaries
Give each person or AI workflow only the knowledge appropriate to its role and task.
The layer in motion
BobGraph in a real workflow.
The sequence keeps the source, access rule and human decision visible from input to reviewed output.
01
Capture
Bring together source material, conversations, operating decisions and tacit business 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
What BobGraph could do in each profession.
The system remains consistent. The client history, source material and professional boundary change with the work.
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.
The first implementation defines what useful change looks like for one workflow. These are the improvements this layer is intended to support.
- Business knowledge becomes easier to find and reuse
- Staff can begin work with more complete client or matter context
- Your business retains a portable knowledge foundation instead of rebuilding context around every new AI tool
Human boundary
BobGraph does not replace your existing source systems or treat every note as truth. People decide what is authoritative, what belongs together and who may use it.
Implementation scope
BobGraph begins with the knowledge needed for one important workflow. The sources, integrations and access model are confirmed during implementation, then extended only when useful.
The connected stack
No layer has to work alone.
See how the other BobStack products connect to BobGraph.
Where could BobGraph remove repeated effort?
Bring one workflow, recurring question or knowledge gap. We'll map whether BobGraph belongs in the first useful slice and which other BobStack layers it needs.
Tell us the bottleneckA short, practical conversation. No obligation.