For independent consultants
One person, the output of a firm.
You cannot afford to forget a single follow-up.
- A promising conversation that never got its follow-up
- Three folders per client, on two machines
- Analysis you cannot reconstruct six months later, for a client who asks
- Everything urgent, nothing scheduled
Symptoms
The failure modes of working alone
- A promising conversation that never got its follow-up
- Three folders per client, on two machines
- Analysis you cannot reconstruct six months later, for a client who asks
- Everything urgent, nothing scheduled
- Proposals whose status lives in your head
The playbook
A week to a system that holds
Put every conversation in the pipeline
Even the vague ones. An opportunity at stage one costs nothing to keep and is the single highest-return habit for an independent practice.
One place for client documents
Every file arrives in the client's record. Reading and validation turn the worst scan into something searchable a year later.
Spread once, cite always
Even for a small mandate, spread the statements. When the client asks in Bahman where a number came from, the answer takes ten seconds.
Close your own week
Voice-note after each meeting, finalise a summary on Thursday, and let the checklist hold what you would otherwise carry in your head.
What you use
Small practice, full platform
Clients and pipeline
The same registry and stages a large firm uses — sized to one person.
Voice notes
Record on the way out of a meeting; the transcript is in the client's feed before you are back at your desk.
A checklist that forgives
Owned actions with a reversible tick, so an accidental tap never loses a commitment.
Spreads and ratios
Deliverables that look like a firm's, because the evidence chain behind them is a firm's.
Your own memory
Search across everything you have ever written for a client, with citations.
Priced to start
One seat, monthly, with the same platform the larger plans get. Add seats when you add people.
For independents
Is one seat really enough?
Yes — the Team plan starts at a single seat, and every product surface is available on it. You add seats when you add people, not before.What if I bring in a collaborator for one project?
Add a seat for the month and scope them to that engagement. Removing them later removes the membership, never the record of the work.
Bring your hardest engagement to the demo
We will walk your own workflow, not a scripted one — and tell you plainly where the platform does not fit yet.