Atlas Documentation
Project scopedRole awareEvidence backed
Atlas system overview
Atlas helps consulting teams centralize project knowledge, answer technical delivery questions with citations, and hand clients an ongoing project intelligence layer with the final study package.
For Partners
Run multi-project delivery with role-aware workspaces and project-scoped retrieval.
For Delivery Teams
Find prior study evidence quickly and maintain technical continuity across stages.
For Clients
Query approved project knowledge post-handoff without waiting on repeated follow-up cycles.
Ingest
Consolidate historical and current project documents into one bounded project repository.
Analyze
Run cited project Q&A, verify answer states, and execute optional audit workflows where needed.
Publish
Deliver a client-facing snapshot so the project remains searchable and usable after closeout.
Purpose
Atlas turns fragmented project files into a practical delivery and handoff system.
- Built for project-scoped work in mining and infrastructure consulting, not broad enterprise search.
- Combines legacy and active study documentation in one retrievable project corpus.
- Supports evidence-backed answers during delivery and a reusable knowledge base at closeout.
- Makes project history, technical assumptions, and source references easier to reuse over time.
Roles
Role-aware views keep each user focused on the actions relevant to their job.
- Super Admin: manage organizations, switch perspectives, and govern access from the control tower.
- Consultant: ingest files, run project questions, execute audits, and publish client snapshots.
- Client: access approved portal scope and ask cited questions against published project knowledge.
- Navigation and visible modules are scoped by role to prevent cross-surface confusion.
Partner Ops
Consulting partners can manage multiple client projects with clear workspace boundaries.
- Use `Client Projects` to select active engagements and keep each project corpus isolated.
- Use `Document Library` and `Live Workspace` for project-specific uploads, retrieval, and verification.
- Track stage progression from conceptual to feasibility and execution readiness in the same workspace.
- Support reactivated projects by recovering prior technical decisions from historical documentation.
Delivery Flow
Core workflow: ingest, answer, verify, and publish.
- Ingest documents through upload and connector sync (for example Google Drive integration).
- Run project Q&A with deterministic answer states and source citations.
- Inspect ingestion validation signals for extraction completeness and embedding coverage.
- Generate audit-ready outputs when standards-based review is required.
Client Handoff
Atlas extends final delivery from static reports to an interactive project knowledge layer.
- Publish approved snapshots to control what is visible in client-facing access.
- Let client teams self-serve follow-up questions with citations after report handoff.
- Reduce repeated consultant support cycles for common post-delivery information requests.
- Export client-ready audit-pack artifacts where formal reporting is part of engagement scope.
Capabilities
Current platform features available in the live demo environment.
- Firebase auth with role-aware surfaces for super admin, consultant, and client personas.
- Ingestion validation signals for extraction completeness, chunking, embeddings, and format quality.
- Deterministic answer-state contract plus source citations for query trust.
- Google Drive OAuth sync surface and client-ready audit-pack export endpoints.
Scope
Product scope and near-term production hardening priorities.
- V1 is intentionally not a generic enterprise-wide assistant for all company data.
- Audit is a valuable module, but secondary to project knowledge access and continuity.
- Next production steps include stronger tenant isolation, connector token hardening, and eval regression gates.
- Roadmap continues through persistence depth, retrieval quality controls, and compliance operations.