For Consultants
Change clients without losing the thread.
Every engagement comes with its own documents, dashboards and questions. Keep the right links together and make your findings easier to explain.
Pair each recommendation with the evidence that supports it.
Illustrated example
From review to recommendation
Keep each engagement easy to resume
Use separate sessions for organization while preserving the access controls and confidentiality rules of your existing client systems.
Keep engagement links together
Save the brief, research and working documents for an engagement as a named session. Restore the set before a client call or open just the reference you need for a follow-up.
Organize engagement sessionsSessions organize links; they are not isolated browser profiles or a security boundary. Use your normal account and access controls for client separation.
Capture a finding in context
Use screenshots and annotations to show the page element behind a recommendation. Bring the resulting image into the report or presentation tool where you prepare your deliverable.
Document findings visuallyCheck every capture for client data before sharing, and add enough context that the finding can be understood without a live walkthrough.
Test the structure of an argument
Use AI chat to work through a question or compare responses from available models. Treat the output as a draft to evaluate, then verify the evidence and apply your own judgment.
See the AI chat workspaceUse non-confidential examples unless your client's rules permit sharing the material with the selected AI provider.
Return to the work already in progress
Give the next engagement a recognizable session name and keep the supporting links close.
Features and usage limits vary by plan. Compare plans and limits