Have we worked with Acme before, and how did it go?Who on our team has actually done this kind of project?Why did we lose that bid last year?What did we quote them last time?Which vendor did we drop, and why?What did we learn the last time we tried this?Where is the version we actually sent?Which of our sites can do this procedure?What does the contract say about renewal notice?Who was the lead on that 2023 engagement?Did we ever get paid for the change order?Which clients haven't we spoken to in 60 days?Have we worked with Acme before, and how did it go?Who on our team has actually done this kind of project?Why did we lose that bid last year?What did we quote them last time?Which vendor did we drop, and why?What did we learn the last time we tried this?Where is the version we actually sent?Which of our sites can do this procedure?What does the contract say about renewal notice?Who was the lead on that 2023 engagement?Did we ever get paid for the change order?Which clients haven't we spoken to in 60 days?

Your company's memory, on one desk.

Upload the documents, files, and knowledge your company already has. Ask anything and get answers that cite their sources. Create routines for the work your team repeats.

See how it works

Desk runs on your documents, files, and knowledge. Give each team its own knowledge base, with its own records and access. Every answer points back to where it came from.

Product

Three things you do with Desk

Most of what a company knows already exists somewhere: in documents, files, spreadsheets, exports, and the notes people keep for themselves. Desk turns all of it into one body of knowledge without asking anyone to reorganize it first.

Upload data

Drop in documents, files, spreadsheets, exports, and notes. Desk keeps every original searchable and turns what's inside into knowledge: the people, organizations, projects, dates, and numbers, each tied to the sentence that supports it.

1,640

cited facts in this knowledge base
Files38
Records412
Relationships927

Ask

Ask in plain language. Desk searches, follows the connections between things, reads the source when it needs detail, and answers with citations. It tells you what it couldn't find instead of guessing.

Have we worked with Acme before?
Twice. A 2023 pricing project for Acme Industrial, led by Dana Whitfield, delivered on time at $180k. A 2025 proposal for a second phase was not selected; the files record "budget deferred to next fiscal year" as the reason.
Sources: Acme pricing project close-out · Acme phase 2 proposal · Client list 2025

Create routines

Turn a job your team repeats into a routine: give it a name, tell it what to do, and choose when it runs. Desk does the searching and writes the result with citations, on demand or on a schedule.

Weekly client check-in
List every client we have not spoken to in 60 days, what we last did for them, and who owns the relationship.
Every Monday at 09:00Next: Sep 14

Who it's for

Built for the question "have we done this before?"

Any team whose best answers live in someone's memory. The evidence is usually in a file; the person who needs it can't find it in time.

Consulting and professional services

"Which past projects are like this RFP?"

Comparable engagements, their outcomes, and the people who did the work, cited from the proposals and close-out reports you already have.

Clinical research site networks

"Can we run this protocol?"

Investigators who have run the indication, real enrollment against commitments, the equipment the procedures need, and the gaps.

Sponsors and CROs

"Which sites delivered on enrollment last time?"

Every site you have worked with, what it committed, what it randomized, and what the monitoring reports flagged, before the next selection round.

Investment and deal teams

"Have we looked at this company before, and why did we pass?"

Deal memos, committee notes, and diligence findings, so the reasoning survives the person who wrote it.

Agencies

"Which pitches did we win in this category?"

Pitch decks, case studies, and win-loss notes by sector and service, with what was shown and what the client said.

Trust

Every record keeps the sentence it came from

Desk reads each file once and turns what it mentions into standard, searchable, consistent records, then links them to everything it has already read. Ten kinds of record cover a working business, from people and organizations to commitments and issues.

How Desk reads a file One file is read into records. Four of the ten kinds are shown, a person, an organization, an agreement and a project, each linked to the next. Dana Ortiz of Northwind signed the Ridgeline services agreement on 12 March. PERSON Dana Ortiz ORGANIZATION Northwind AGREEMENT Services agreement PROJECT Ridgeline works at party to about One file, as it arrived Four of the ten kinds of record, connected also places · events · issues · commitments · things · topics How Desk reads a file One file is read into records. Four of the ten kinds are shown, a person, an organization, an agreement and a project, each linked to the next. Dana Ortiz of Northwind signed the Ridgeline services agreement on 12 March. One file, as it arrived PERSON Dana Ortiz ORGANIZATION Northwind AGREEMENT Services agreement PROJECT Ridgeline works at party to about Four of the ten kinds of record, connected also places · events · issues · commitments · things · topics

Start with one folder and one question.

A demo takes thirty minutes. Bring one folder of your own files and one real question, and we'll show Desk answering it with citations while you watch.

Let’s chat