Knowledge Base
Smart Stack 4.0 Knowledge Base
The definitive resource for Smart Stack 4.0, AI-Ready Trusted Data and the enterprise data challenges Smart Stack 4.0 solves.
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Trusted Matter Builder
Turn reviewed Trusted Data Collections into focused, reviewable matters for Harvey. Reuse the source context and findings already prepared by the Refinery, then define the material relevant to the legal task.
Smart Stack 4.0
The Trusted Data Suite connects preparation, preservation, supporting tools, and activation to reduce information waste, strengthen control, and put trusted context to work.
Trusted Data Memory
Preserve communications, selected records, and institutional history with the context needed to find, understand, and use them. Trusted Data Memory connects the business record to authorized retrieval and reuse.
Trusted Data Refinery
Scan and analyze supported enterprise information where it resides. Identify duplicate and obsolete content, investigate sensitive data, and prepare selected information for its next approved use.
The Metadata Miracle
Metadata-first intelligence that turns relentlessly growing unstructured data estates into AI-Ready Trusted Data at speed and scale.
Trusted Data Portal
Review. Approve. Act. Follow approved work through the Unified Data Optic. PremCloud Resources’ separate Total Performance Dashboard is outside the January 2027 release.
All resources
74 resourcesTrusted Matter Builder
Turn reviewed Trusted Data Collections into focused, reviewable matters for Harvey. Reuse the source context and findings already prepared by the Refinery, then define the material relevant to the legal task.
Smart Stack 4.0
The Trusted Data Suite connects preparation, preservation, supporting tools, and activation to reduce information waste, strengthen control, and put trusted context to work.
Annual Unlimited Software License
Prepare trusted information for AI, preserve needed business history, and expand approved use across your enterprise. Start with one business need under the agreed annual software license.
Trusted Data Memory
Preserve communications, selected records, and institutional history with the context needed to find, understand, and use them. Trusted Data Memory connects the business record to authorized retrieval and reuse.
Trusted Data Refinery
Scan and analyze supported enterprise information where it resides. Identify duplicate and obsolete content, investigate sensitive data, and prepare selected information for its next approved use.
Data Reader
Create a read-only inventory of approved information across supported sources. Establish what exists, where it resides, and what needs deeper analysis.
Data Identifier
Move from an estate-level finding to the information behind it. Inspect available file details and refine the selection before preservation, movement, or another consequential action.
Trusted Data Collections
Organize reviewed information around a business purpose. Collections carry source context, ownership, permissions, classifications, policies, exclusions, and review history so people, applications, and AI can use the selected information with its conditions of use.
The Metadata Miracle
Metadata-first intelligence that turns relentlessly growing unstructured data estates into AI-Ready Trusted Data at speed and scale.
Trusted Data Portal
Review. Approve. Act. Follow approved work through the Unified Data Optic. PremCloud Resources’ separate Total Performance Dashboard is outside the January 2027 release.
Data Mirroring
Prepare selected Collection intelligence for analytics and AI with source traceability. Define the approved information, destinations, refresh behavior, and permissions for each use.
Model Context Protocol
Governed MCP interface for AI agents to safely query Trusted Data Collections.
Trusted Data Lens
Bring read-only source signals into the Portal’s Unified Data Optic. Connect access, activity, sensitivity, retention, and reporting relationships to the places where deeper investigation and preparation can create value.
Safe Data Drop
Receive sensitive information from outside counsel, partners, investigations, employees, and acquired businesses through a controlled intake path connected to its source and authorized purpose.
Data Feeder
Deliver selected outputs shaped from approved mirrored data and Structured Data Composer recipes to downstream systems, retaining source and transformation history.
Deployment
On-premise, Azure-native, SaaS, and hybrid deployment modes for Smart Stack 4.0.
Deployment Support
The $500K annual software license includes $50,000 in deployment credits and a System Integrator for three months. Use that support to establish the agreed configuration and a useful first workflow.
Prepare Information for AI
Define the information that serves the intended use, examine its content and access, and prepare reviewed Collections with traceable source context.
Copilot Readiness
Prepare unstructured data for safe, accurate Microsoft Copilot deployments.
AI Compute Cost Leakage
Reduce runaway AI compute spend by refining data upstream of the model.
AI Slop
Eliminate low-signal noise that degrades enterprise AI output quality.
AI-Ready Data
The definition, mechanics, and delivery of AI-Ready Trusted Data at scale.
Dark Data
Cure unclassified, unmanaged, and unactionable data across File Shares and SharePoint.
Reduce Information Waste
Identify redundant, obsolete, and trivial information within the examined estate. Use evidence and review to reduce unnecessary storage, migration, and processing work.
Strengthen Information Control
Use authorized source signals and file-level investigation to understand sensitive content, broad access, ownership gaps, and policy coverage.
Data Bloat
Stop uncontrolled unstructured data growth across the Microsoft estate.
Legal Hold
Defensible legal hold across Microsoft communications and unstructured data.
eDiscovery
Upstream refinement that shifts eDiscovery economics before outside counsel engagement.
Preserve Business History
Preserve communications and selected records with sources, participants, relationships, permissions, and history so authorized teams can reconstruct what happened.
Regulatory Compliance
Meet SEC, FINRA, FCA, MiFID II, HIPAA, and global regulatory requirements.
Purview Acceleration
Operationalize Microsoft Purview for the AI era with Trusted Data upstream.
Unstructured Data Inaccessibility
Make File Shares, SharePoint, OneDrive, and Teams data usable by AI.
One-Pager
Executive one-pager introducing the Smart Stack 4.0 Trusted Data Suite.
Smart Stack 4.0 Introduction
Guided introduction to the connected Trusted Data Suite: Refinery, Memory, Toolkit, and Portal.
Microsoft Companion Guide
How Smart Stack 4.0 completes the Microsoft ecosystem for AI.
Activate Trusted Data
Playbook for activating Trusted Data across Copilot, Fabric, and analytics.
MCP for Enterprise AI
How Governed MCP turns Trusted Data into a control plane for agents.
Mirror or Migrate
Interactive decision tool comparing Trusted Data Mirroring with a forklift data migration, including a sizing estimator and eight business benefits.
Trusted Data Collections Guide
Interactive walkthrough of Trusted Data Collections, covering metadata provenance, an interactive pipeline, a collection builder, and value across Fabric, Snowflake, and Databricks.
Open-Weight AI Guide
Interactive guide to customer-operated open-weight AI models, including a control comparison, the six-step working model with Smart Stack 4.0, a governed boundary explainer, and a fit assessment tool.
Legal Hold, Records Policy, Governed Action
Presentation-style guide to how Smart Stack 4.0 converts legal hold and records policy into governed action, covering the two enforcement paths, the understand-govern-execute flow, policy tagging dimensions, defensible disposition, and audit evidence.
Competitive Advantage
How Smart Stack 4.0 compares to legacy archives and passive data catalogs.
The Smart Stack 4.0 Stop Doing List
Interactive executive tool covering the repeated discovery, assembly, movement, processing, review, and funding work enterprises can stop or materially reduce with Smart Stack 4.0, organized by stakeholder group and cost category.
Trusted Data by Use Case
Interactive guide to 28 enterprise use cases for Smart Stack 4.0, grouped into six outcome families, each with the problem, the Smart Stack action, the business outcome, how value is measured, and a bounded first proof.
ROI Calculator
Quantify savings from storage, compute, and legal spend.
Research & Case Studies
Full library of Smart Stack 4.0 research reports, guides, and case studies.
Give Legal AI a Prepared Matter
How Trusted Matter Builder puts Smart Stack 4.0 preparation to work for Harvey
Enterprise AI Readiness
A Strategic Framework for Data Preparation
Precision Governance
Operationalizing Microsoft Purview for the AI Era
The Missing Intelligence Layer
Why Microsoft Copilot Needs a Data Companion to Scale from Pilot to Production
The Enterprise File Estate Crisis
Why Unstructured Data Governance Is the Most Urgent AI Readiness Problem
Governed MCP for Enterprise AI
How Smart Stack 4.0 Turns the Model Context Protocol into a Trusted Data Control Plane
Why Your AI Agents Are Failing
And Why the Model Is Not the Problem
Smart Stack 4.0 + Microsoft IQ
The Trusted Data Foundation Behind the Agent Economy
The Enterprise Intelligence Layer
Making Agentic Resource Discovery Trustworthy, Governed, and AI-Ready
Data Mirroring and Agentic Resource Discovery
How Smart Stack 4.0 Becomes the Trusted Enterprise Memory Layer for the Agent Economy
The Metadata Miracle
Turning Relentlessly Growing Unstructured Data Estates into AI-Ready Trusted Data at Speed and Scale
Data Mirroring vs Data Migration
Activating Trusted Enterprise Intelligence Without a Forklift Migration
Open-Weight AI and the Trusted Data Foundation
Why Owning the Model Is Only Half of Enterprise AI Control
Trusted Data for Higher Education and Research
Preparing the Institutional Data Foundation for Security, AI, and Innovation
Smart Stack 4.0 Education
Modules and lessons on Trusted Data, Smart Stack 4.0, and enterprise AI readiness.
Global Customers
Regulated enterprises across BFSI, healthcare, government, and energy trust Smart Stack 4.0.
AI Readiness Series
Industry-by-industry executive briefings on preparing enterprise data for AI while reducing data and AI compute costs.
Healthcare AI Readiness
How healthcare organizations prepare enterprise data for AI while reducing cost, risk, and unnecessary infrastructure, with migrationless data mirroring to Epic-aligned, Microsoft, and cloud destinations.
Everyone Wants AI. Almost No One Wants to Prepare the Data.
The kickoff of the AI Readiness Series. Why the empty room, data preparation, decides every AI outcome, and how Smart Stack 4.0 prepares trusted data before Copilot, Fabric, and enterprise AI use it.
The Companion Program
Smart Stack 4.0's ecosystem framework for extending platform partners.
Microsoft Companion
Extend Microsoft 365, Azure, Purview, OneLake, and Copilot with AI-Ready Trusted Data.
Snowflake Companion
Feed Snowflake with curated, policy-approved Trusted Data Collections.
Salesforce Companion
Governed data intelligence for Salesforce workflows and records.
Google Companion
AI-Ready Trusted Data for Google Cloud and Workspace environments.
AWS Companion
AI-Ready Trusted Data for AWS analytics and AI workloads.
Relativity Companion
Upstream refinement that delivers attorney-ready collections into Relativity.
Varonis Companion
Complement Varonis with AI-Ready Trusted Data across the Microsoft estate.
Databricks Companion
Governed Trusted Data pipelines into Databricks Lakehouse.