Version 1 · Professional plan or higher

Consultant Engagement

A source-linked operating system for discovery, meetings, risks, decisions, deliverables, and follow-up.

Start with this pack See the consultants workflow
  • Engagement
  • Meetings
  • Research
  • Risks
  • Decisions
  • Deliverables

Faster client continuity

Defensible recommendations

Cleaner handoff

Your first useful result

A guided scenario, not an empty template library.

Turn a discovery call into risks, decision candidates, tasks, and a cited client brief.

  1. 1Review the generated Home note
  2. 2Choose the first active item
  3. 3Generate a Pulse briefing
  4. 4Confirm or reject one decision candidate
Installation safety

Your content is never disposable pack state.

  • Preview every generated item before installation.
  • Installation is transactional and idempotent.
  • Existing notes are never silently overwritten.
  • Upgrades preserve user modifications and show a merge preview.
  • Uninstall removes pack configuration while preserving notes.
  • Connectors and scheduled actions require separate consent.

Preview first. Keep every note.

The Professional plan includes this pack’s complete configuration. Starter packs remain available on Free.

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