Platform feature
Turn your firm's expertise into a structured, searchable resource — and give clients a community space to stay engaged long after their matter closes.
Why it matters
Professional service firms carry vast institutional knowledge — process guides, FAQs, location information, market insights, legal explanations. This expertise is recreated in every client email, repeated in every onboarding call, and lost when the team member leaves. Clients who are well-informed close faster, call less, and refer more. But most firms have no systematic way to deliver education at scale.
Capabilities
Create and publish structured articles, guides, and FAQs using a rich text editor. Organise content into categories. Content is searchable and linkable.
Articles can be public (accessible from the firm's microsite for SEO and lead generation) or gated (visible only to clients with portal access).
Specific knowledge base articles unlock for clients as they reach relevant journey milestones. The right information at the right moment — without manual delivery.
Create dedicated educational paths for different client types. Buyers receive legal process guides. Investors receive market briefings. Expats receive location and visa resources.
A branded community space where clients can ask questions, share experiences, and engage with each other and the firm. Moderated by the team.
Developer sales teams can give reserved buyers access to a community space during the construction period — keeping engagement high and reducing cancellation risk.
Relocation consultants can build a community for past and current clients — sharing local knowledge, recommendations, and ongoing support beyond the assignment.
GDPR-aware by design
EU data residency
Full audit trail
How it works
The team writes guides, FAQs, and process explanations using the built-in editor. Content is organised into categories and tagged for milestone delivery.
Specific articles are linked to client journey milestones. When a milestone is reached, the relevant content unlocks in the client's portal automatically.
Clients read the guides relevant to their current stage. They post questions to the community. The firm's team moderates and responds.
Client questions in the community highlight areas the knowledge base does not yet cover. The team adds new content based on real client needs — the resource improves without requiring additional meetings.
Who benefits
This feature is available across all supported verticals on MOZAIC Core.
We review every application manually. If your firm is the right fit, we will set up your organisation personally and walk you through this feature within 48 hours.
