Consultant
One place for client members, projects, tasks, deliverables, invoices, and notes.
- Stakeholders lack unified view of work & outcomes
- Recommendations scattered across docs & email
- Central hub for insights, recommendations, decisions
- Structured handoff with lasting reference value
Key Capabilities
ClientPowered by mapped Notion data Client MembersPowered by mapped Notion data Client ProjectsPowered by mapped Notion data TasksPowered by mapped Notion data DeliverablesPowered by mapped Notion data InvoicesPowered by mapped Notion data Meeting NotesPowered by mapped Notion data Try It With Your Data
Each demo uses a whitelisted site with anonymized sample data. Connect your Notion workspace and apply the structure in minutes.