Knowledge

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.

Client / Meridian

What is our position on switching costs in a pricing review? Check it against the Meridian folder.

Working...
  1. Searching the firm library

    Method: Pricing review playbookStandard: How we size switching costs
  2. Client files this account can open

    Client / MeridianMeridian pricing teardown.pdf
  3. Permissions inherited

    Search and retrieve only what this account can already open.

  4. Summarising findings

    1. 1.Size switching costs before recommending a rise1
    2. 2.Weigh contract length and integration depth2
    3. 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.

What it holds

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
Firm libraryEveryone contributes
  1. Priya Anand
    Method

    Discovery interview guide

    Strategy practice

  2. Marcus Hale
    Standard

    Source labelling rules

    Firm standard

  3. Elena Ross
    Skill

    Competitor teardown

    Reusable skill

  4. Priya Anand
    Note

    What 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
Ask the libraryCompany knowledge

What client data can we use on a new engagement before the NDA is signed?

HReading the library...

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.

  1. 1StandardClient data handling
  2. 2MethodKick-off checklist
  3. 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
Connecting accountsPer person
  1. Outlook

    Inherited permissions

    Connected
  2. OneDrive

    Inherited permissions

    Connected
  3. SharePoint

    Inherited permissions

    Connected
  4. Dropbox

    Coming soon

    Soon
  1. 1

    Contribute

    Add methods and notes.

  2. 2

    Connect

    Link client folders.

  3. 3

    Ask or run

    Hebno finds the passages.

  4. 4

    Check

    Open the source.

Bring your own sources to the demo.

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