ai second brain for consultants
consultantworkflows
Give every client its own memory. Ask what you agreed, get cited answers in seconds, and keep each account private.
Five clients in one head means a mixed-up detail is always one call away. Constella gives each client its own project, so calls, decks, and promises stay separate. It works as a company memory built for consultant workflows.
How it works for each client
Open a client like Halden Foods and its own memory loads: sixty-four sources, what you agreed, and when you next meet. Switch to Northgate Clinics or Brightwater Legal and the context changes with it, with no bleed between accounts.
Ten minutes before a meeting, ask what you agreed on the kickoff call. The answer comes back with receipts: three priorities, margin by product line, a new mid-tier price, and a board deck due December twelfth. Every point links to its source, whether that's your kickoff notes, a voice note, or the client brief.
What you can capture
- Web pages and PDFs
- Decks and Google Drive files
- Call notes
Through web memory capture, you get cited answers per client in seconds, then turn them into client-ready summaries and proposals.
Coming soon: prep notes
The night before a meeting, a prep note appears with:
- What's still open
- What changed since you last spoke, like a competitor cutting prices eight percent on October twenty-eighth
- A suggested question to ask in the room
A draft follow-up waits for your review and is never sent without you.
Private by design
Each client's material stays in its own project. Under zero data retention agreements, client data isn't stored or used to train the models. See trust and controls for details.
Silverberry's senior AI scientists can help set up your memory, whether you're a solo consultant, fractional executive, advisor, or small agency. Add Constella to Chrome for free at askconstella.com.