← All use casesCortex for consultants

Switch clients,
never lose context.

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

Private beta/Works with every MCP client/Solo or team
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 active scope to that client. Ask Cortex "brief me — last 30 days".
  2. 2You get the last meeting summary, open workstreams, recent emails, 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 personal 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.
04

Per-client briefing prompts that travel with the scope

Each client has different terminology, sensitivities, and stakeholders. The same generic "brief me" prompt loses nuance.

  1. 1Save a `client-briefing` prompt neuron scoped to that client's project. Encode their language, what to lead with, what to skip.
  2. 2When the client's scope is active, `use cortex client-briefing recap last 30 days` resolves to that prompt automatically.
  3. 3Other clients keep their own version under the same slug; the resolver picks the right one based on active scope.
>use cortex client-briefing recap the last 30 days, lead with the renewal risk we flagged in March.
· Features you’ll lean on ·

The core of Cortex for consultants.

Team brains

For teams

Every meeting, decision, and doc lands in a shared Cortex. New hires onboard by searching, not asking. Role-based access. Per-team scoping. Every AI the team uses reads from the same memory.

People

Who you work with

Cortex reads Gmail headers and meeting invites in the background. Every email and document links to the right person — automatically. Ask "what did Anna say about Q3?" and get the threads, the meetings, the decisions.

Prompt neurons

Saved prompts

Your hard-won prompts are knowledge too. Save a software-engineer review prompt, a security reviewer, a brand-voice copywriter — once, scoped to you, your team, or a project. Call them by slug from any AI; combine two with `+` and Cortex composes the rest.

Chat

AI conversations

Cortex searches your brain — plus Gmail and your connected sources — before any model answers. Citations are built in. Switch models next month and your context comes with you.

Questions, answered

Still curious? Write to us.

See Cortex for other roles

Agencies
Cortex for agencies
Product Owners
Cortex for product owners
Freelancers
Cortex for freelancers
· Apply for early access ·

Hand every AI your memory.

Private beta. Limited spots. Redeem your code to jump in — or join the waitlist at the bottom of the page.