KnowledgeRetention captures what lives in your people's heads — and in scattered emails and stale documents — and turns it into plain-language, sourced answers the next person can rely on.
Free to start — one captured role, no card, two-factor from day one.
The treasurer who knows which grant report is due in March. The volunteer who knows the venue contact for the gala. The founder who knows why things are done this way. When they step away — suddenly or slowly — that knowledge walks out the door.
Documentation drives fix nothing: binders go stale, wikis go unread, and asking people to “write everything down” feels like homework, so it never happens.
nonprofits have no written succession plan to preserve institutional knowledge when a leader or key volunteer leaves.
Source: BoardSource, Leading With Intent (29% have one).
You insure the building. You back up the files. KnowledgeRetention is the same discipline applied to what actually runs the organization: the duties, contacts, deadlines, and unwritten reasons behind everything. When a founder, leader, or volunteer is suddenly not there, whoever steps in inherits a clear map, not a mystery.
An AI-guided interview that feels like talking, not homework — by voice or chat. Or just forward an email and drop in any file.
Messy input becomes role playbooks, a recurring-duties calendar, a contacts map, and a Q&A layer. Conflicts and gaps get flagged.
Ask in plain English, get an answer with its source attached: who said it, when, and where to look — with an honest “I don't know” when it doesn't.
“Who do I call when the boiler breaks?” “How did we run the silent auction last year?” Members get sourced answers in seconds instead of interrupting the one person who knows.
A leader leaves suddenly. The continuity brief hands their successor what's in flight, what's due, where access lives, and who to call — a transition map, generated from what was captured.
Every account on every plan, including Free. No exceptions.
Never used to train AI. Never sold or shared. One-click export and clear deletion, on every plan.
Every organization's data is isolated with database-level row security — the same boundary on Free and Pro.
1 captured role
The 3 IRS mandated minimum roles, set up for you
7 roles + continuity brief
Unlimited roles + automation & API
Trust and freshness are never paywalled — export, attribution, 2FA, and review reminders come with every tier.
No card. Two minutes. Cancel by walking away.