Document AI Platform Developer KnowledgeLake Launches Inaugural Partner Program: Exclusive

Document management is quickly evolving from records archiving to becoming a critical element of workflow management and business process transformation. KnowledgeLake is launching its new channel program to help partners keep pace.

Document AI platform developer KnowledgeLake is launching its first formal partner program today in a move to increase its roster of channel partners who can provide high-level implementation and consulting services and domain expertise around the company’s products.

With the new KnowledgeLake Partner Program, the St. Louis-based company looks to expand its market reach with VARs, professional service providers, business process outsourcers, consultants, implementation specialists, systems integrators and referral partners, company executives told CRN in an exclusive interview.

The program launch comes as the traditional document management technology space is undergoing a fundamental shift from document retention/management and record lookup to leveraging documents as a core element of AI-powered, automated workflow processing and decision support systems.

[Related: The 2026 Solution Provider 500]

KnowledgeLake excels in managing document extraction and content management processes, CEO Billy Biggs (pictured) said in the interview with CRN. The company’s flagship product, the KnowledgeLake Platform, is a cloud-native suite of document AI and automation tools that unify document capture, intelligent processing, workflow orchestration and content governance.

The company’s DocumentOS product, which is the focus of the new partner program, is built on the same code base as the KnowledgeLake Platform, but is specifically designed for business process outsourcers.

The AI-powered DocumentOS bundles KnowledgeLake tools with other capabilities such as multi-tenant SLA tracking, per-client data isolation and metrics reporting. It combines intelligent document processing, agentic AI and workflow automation to capture, classify, extract and route information across a business. It provides native integration with Microsoft 365 and SharePoint.

Those capabilities meet the needs of customers today, including commercial enterprises, government entities and educational institutions, who are increasingly looking to go beyond traditional document management to intelligent document processing, leveraging documents to automate workflows and make “governed, auditable decisions,” according to Biggs.

“And for us, we actually want to play more in that space of this [document] orchestration after the extraction of the documents occurred,” he said.

“If you think about our customers, they don’t actually buy document processing. They buy a program outcome,” the CEO said. “And that might be a benefits backlog cleared, a records modernization, a claims operation – those kinds of programs where that’s the ultimate outcome.”

That’s the kind of client demands that DataBank, a longtime KnowledgeLake BPO partner, is increasingly seeing, CEO Matt Charlson, said in an interview with CRN. DataBank, based in Huntingdon Valley, Pa., resells KnowledgeLake’s software and uses it as part of its document conversion service offerings.

While the company’s heritage was in document management, Charlson said customers are increasingly looking for help in gaining access to unstructured data records to assist workflow processes that summarize records and support decision-making and recommendation workflows. And that’s especially true since the advent of AI.

“It’s really changed a lot in the last couple years as the models have gotten really reliable, as we’ve gotten more mature in our understanding about what it means to be ‘AI-ready’ from a data —an unstructured data — standpoint,” he said. “It’s been really transformational the last couple of years, for sure.”

Under New Management

Biggs, a management veteran in the enterprise SaaS arena, joined KnowledgeLake as CEO in June. He succeeded Kevin Herr, who was named CEO in August 2025 when growth equity firm Edison Partners acquired a majority stake in KnowledgePartners with a $65 million investment.

Biggs is also a driver behind the new partner program and channel expansion plans.

“I’ve had the privilege of managing a channel most of my career,” he said. “I’ve seen it done really well and I’ve seen it done poorly. And I would tell you that when it’s done well, it has accelerated the growth of my organization everywhere I’ve been.”

KnowledgeLake has worked with channel partners prior to the new program launch. But the emphasis was on sales transactions with reseller partners sourcing and qualifying deals.

Biggs said many sales deals now involve complex system integrations, such as linking KnowledgeLake to an ERP system for straight-through workflows, and high-level professional and consulting services such as business transformation and process redesign.

“SIs [system integrators] own that and consulting companies own that,” Biggs said, adding that those partners also provide those services wrapped with domain, vertical industry, and subject matter expertise.

The CEO emphasized that KnowledgeLake is a software company and has no desire to get into the services delivery business. “It makes sense for us to partner with them on the ground versus trying to do any services delivery ourselves,” he said.

KnowledgeLake has its own sales force and about 70 percent of the company’s sales are currently direct with the channel accounting for about 30 percent.

With the new channel program Biggs said he’d like to see that get to around 50-50 in a few years, including situations where partners with critical expertise in key areas — he cited government Medicare and Medicaid document management programs as examples — team up with in-house sales representatives.

Biggs also cited the importance of creating a channel for partners with domain expertise to provide KnowledgeLake’s developers with product feedback.

KnowledgeLake Partner Program Details

The new program, which is currently scheduled to be live on Dec. 1, is being built on a tier structure with thresholds for margins and discounts. (Biggs said the financial details are still in development.) The program will also offer dedicated partner support, technical training and certification, and joint marketing and business development opportunities. (A new deal registration system is now live.)

The KnowledgeLake Partner Program is designed to support several partner types:

• VARs who resell KnowledgeLake solutions with their own service and software offerings will have access to partner pricing, sales enablement and co-marketing support resources;
• Service providers, including BPOs, MSPs and document management services firms, who can use DocumentOS to power their own document operation services;
• Consulting and implementation partners who specialize in deploying and configuring KnowledgeLake and providing customers with strategic guidance and expertise for integrations and tailored solutions, according to a company description of the program.

“We’re building the program with partners, not for them,” Biggs said. While the program will be used to recruit additional partners, as well as work with existing ones, the CEO said the goal is to qualify a relatively small number of high-value partners.

Charlson at DataBank said he looks forward to the new partner program providing more scalability and standardization around partner resources, partner training being one example, as well as more opportunities to jointly develop customer use cases for the KnowledgeLake technology.