← All use casesCortex for consultants

Switch clients,
never lose context.

Each engagement lives in its own project. Meeting notes, research, and deliverables stay searchable, isolated per client. Three clients, three projects — the same continuity in any AI you use.

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A day in the life
Thursday — three clients, three Zooms. Between calls you say "Cortex, brief me on Acme" and get the last engagement note, open workstreams, and the CFO's pet concerns. 90 seconds of prep, no surprise questions.
· Workflows ·

How you’ll actually use it.

Four specific workflows — not the glossy marketing version, the one-hand-on-keyboard version.

01

Client briefing in 90 seconds

You haven't touched a client in two weeks. Call in 10 minutes.

  1. 1Switch the active project to that client. Ask Cortex "brief me — last 30 days".
  2. 2You get the last meeting summary, open workstreams, and key concerns.
  3. 3You walk in with the feel of a daily engagement.
>brief me on Acme — last 30 days. include open workstreams and CFO concerns.
02

Deliverables that reuse wisdom

New client wants a market-entry plan. You've done five of these before.

  1. 1Search across your brain — patterns from past engagements surface.
  2. 2Claude drafts a bespoke plan using your frameworks, never duplicated content.
  3. 3Higher quality in half the time. Margin improves.
03

Meeting notes that organise themselves

Every meeting generates notes. Actions, decisions, quotes, follow-ups.

  1. 1Paste raw notes into Cortex — Claude extracts structure.
  2. 2Actions go to the client's active project. Quotes get tagged. Decisions become archivable.
  3. 3Zero manual filing. Everything searchable in 30 seconds.

Questions, answered

Still curious? Write to us.

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Hand every AI your external brain.

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