For Independent consultants and advisory firms

Carry client context from discovery to a defensible deliverable.

Consulting knowledge is split across calls, research, decisions, and deliverables, making continuity and handoff unnecessarily expensive.

Start free See the workflow pack
Sanitized example · no workspace data

Capture in practice

Capture important material into a trusted inbox.

Sources and state remain inspectable before the next step.
From friction to outcome
Pain 1

Meeting notes drift from commitments

Create one source-linked engagement record

Pain 2

Research is hard to reuse

Keep risks, decisions, and next actions visible

Pain 3

Deliverables lose the evidence behind recommendations

Publish concise client briefs without exposing the vault

What is real today

Capabilities with explicit availability.

Decision memory and source provenance

Included on Free, Premium, Professional, Developer, Team

Available
Preview-first approved actions

Included on Free, Premium, Professional, Developer, Team

Available
Shareable cited briefs

Included on Professional, Developer, Team

Available
Proof points

Designed around ownership.

  • Decision provenance in Strata
  • Cited research artifacts
  • Preview-first Forge actions

Your source notes remain portable Markdown. Local use does not require sending note content to Phasoric or an intelligence provider.

The recommended starting plan

Professional · $29.99/mo

This recommendation matches the workflow’s storage, intelligence, automation, and collaboration needs. You can still begin locally on Free and upgrade only when a paid capability creates value.

See exact entitlementsCompare obsidianCompare evernote

Pack: purpose-built setup

Preview every folder, template, lens, view, and action recipe before anything is written to your workspace.

Preview pack
Questions

Know the boundaries before you begin.

Do I have to move all of my notes?

No. Preview an import, begin with one project, or connect a separate vault while keeping the original intact.

Can my content stay private?

Yes. Local storage and local intelligence remain available, while sync and connected services are explicit choices.

What is included for consultants?

The Consultant Engagement pack provides a working structure, templates, saved views, and an onboarding checklist you can inspect before installation.

Start with one useful workflow.

No card is required for Free. Preview imports and packs before changing the workspace.

Start free