You sell judgment. Show your work.
Engagements, deliverables, billable hours, and client KPI movement in one place, so renewal conversations start with evidence instead of rapport.
The hardest part of advisory is proving the advice landed.
Scope creeps quietly
You are 78% through the hours and 60% through the milestones, and nobody flagged it.
Session notes go nowhere
Decisions and action items live in a notebook, and then in nobody's inbox at all.
Renewals rest on vibes
No line between your work and the number that moved, so each renewal is a fresh sell.
The practice management layer advisors keep rebuilding in Notion.
Engagements, fully scoped
Fixed fee or retainer, milestones and hour budgets, with pacing warnings built right in.
Sessions become artifacts
Notes turn into decisions, action items and a client recap the AI drafts for you.
Impact you can point at
Track the client KPI you were hired to move, and the ROI multiple on your total fee.
Deliverables tracked against hours, with the AI warning you before scope quietly eats the fee.
However you package your thinking.
Diagnostics, sprints, retainers, coaching, each with milestones and a fee basis.
Live in ten minutes, not ten days
Sign up
Email or Google. No sales call.
Scope the work
Milestones, fee basis, hour budget.
Send the SOW
E-signature and deposit built in.
Invite stakeholders
One portal for the whole team.
Priced like a tool, not a tax
Flat monthly. No per-seat, no per-feature, no "contact sales."
- Up to 5 clients
- analytics
- anomaly alerts
- Unlimited clients
- AI insights
- integrations
- White-label
- priority support
- SSO
Advice is easy to doubt. Evidence is not.
Free for your first engagement. Renew on proof, not goodwill.