Client Context Profile

Give the AI — and yourself — a deeper understanding of every client. The Client Context Profile is a dedicated space inside client settings where you capture the background information that shapes how you advise.

Add structured details like industry, company size, business model, key stakeholders, strategic priorities, and current pain points. Write free-form context notes about history, dynamics, or anything worth remembering. Upload background documents — strategic plans, org charts, previous reports — that anchor the engagement.

All of it feeds the AI Co-Pilot, so responses, summaries, and suggestions are grounded in who the client actually is — not just what's happened inside the workspace. And it works as a reference for you too: a single place to revisit the essentials before a meeting or decision.

• Structured fields for key client attributes

• Free-form notes for nuance and history

• Document uploads for deeper background

• Powers smarter, more contextual AI responses

• Doubles as a quick-reference brief for the consultant

The more the system knows about your client, the more useful it becomes.