How strictly is data separated between clients?

Fully. Each team brain has its own storage scope. No cross-query, no accidental leaks.

What about NDA material?

Self-host for the strictest NDAs — data never leaves your infra. Hosted EU data residency for most clients.

Can I invite a client to their own brain?

Yes — per-seat billing. Clients can see their brain and contribute without seeing other engagements.

How do I bill time spent on a client?

Cortex doesn't do time-tracking, but each brain has activity logs. Export to your billing tool.

← All use casesCortex for consultants

Switch clients
without losing context.

Each engagement lives in its own brain. All meeting notes, research, deliverables, and Slack threads stay searchable. Three clients, three brains — no context leak, zero ramp-up time when you switch back.

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.

Client briefing in 90 seconds

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

1Ask Cortex "brief me on Acme — last 30 days".
2Cortex returns: last meeting summary, open workstreams, recent emails, their key concerns.
3You walk in with the feel of a daily engagement.

Deliverables that reuse wisdom

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

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

Meeting notes that organise themselves

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

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

· Features you’ll lean on ·

The core of Cortex for consultants.

Team brains

For teams

Every meeting note, decision, and doc lands in a shared Cortex. New hires onboard by searching instead of asking. Role-based access, per-team scoping, and encrypted at rest.

Brain

Your second brain

Notes, documents, quotes, embeds, uploaded files, saved AI conversations — all indexed as neurons with AI-generated descriptions. Ask in plain English and Cortex finds it, even if those exact words don't appear anywhere.

Chat

AI conversations

Every AI you use reads and writes to the same memory. Claude searches your brain before answering, cites the neurons it used, and creates new ones when you ask it to remember.