Use your firm's library and client files.
Hebno searches the firm's library and the client files each person can already open, and shows the passages behind each answer.

What is our position on switching costs in a pricing review? Check it against the Meridian folder.
Searching the firm library
Method: Pricing review playbookStandard: How we size switching costsClient files this account can open
Client / Meridian
Meridian pricing teardown.pdf
Permissions inherited
Search and retrieve only what this account can already open.
Summarising findings
- 1.Size switching costs before recommending a rise1
- 2.Weigh contract length and integration depth2
- 3.Meridian's largest accounts sit on three-year terms3
Draft
Switching costs in a pricing review
The firm sizes switching costs before it recommends a rise, following the pricing playbook1 and the switching-cost standard2. Meridian's folder shows why it matters here3.
Library and client files in one place.
Keep methods and notes in one library.
- Add methods, standards and notes
- An owner approves each entry
- Unapproved entries are marked as drafts

MethodDiscovery interview guide
Strategy practice
StandardSource labelling rules
Firm standard
SkillCompetitor teardown
Reusable skill
NoteWhat buyers ask in renewals
Internal doc
Ask the library, or let a run use it.
- Ask in plain language
- Runs pull in the right passage
- Every answer cites its entry

What client data can we use on a new engagement before the NDA is signed?
None until it is signed. The firm standard blocks client material pre-NDA1. Work from public sources and the kick-off checklist2 meanwhile; NDAs usually clear in two days3.
- 1StandardClient data handling
- 2MethodKick-off checklist
- 3NoteNDA turnaround times
Use client files with the permissions they already have.
- Microsoft 365 and Google Workspace
- Hebno reads only what that account can open
- Link a folder to a client project

- Connected
Outlook
Inherited permissions
- Connected
OneDrive
Inherited permissions
- Connected
SharePoint
Inherited permissions
- Soon
Dropbox
Coming soon
- 1
Contribute
Add methods and notes.
- 2
Connect
Link client folders.
- 3
Ask or run
Hebno finds the passages.
- 4
Check
Open the source.
The rest of Hebno
- KnowledgeUse your firm's library and client files.You're here

Bring your own sources to the demo.
A short walkthrough of Hebno, shaped around the kind of work your team does. Bring your questions.