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USE CASES
Run client engagements without five tools
A channel and a doc per engagement, calls with minutes, and tasks for deliverables.
What helps consultancies
Channel per engagement
Keep each client's work separate.
Meeting minutes
Transcript and summary after each call.
Docs and Base
Briefs, notes and trackers.
Search
Find what was agreed in seconds.
Check the fit
Client guest access is limited. Review the feature pages before inviting clients, and keep client conversations in a workspace they are invited to.
Questions
Can I keep clients separate?
Use separate channels or workspaces and only invite the right people.
Does it track billable time?
No billing or time tracking.