Interactive product demo - nothing stored

Show a client what needs attention - and what happens next.

This is the repeatable consultant loop: keep each client's AI record separate, make missing information visible, and return with an evidence-labelled brief instead of another vague dashboard.

Consultant outcome preview

Move from the client's list to a useful next conversation.

Switch between two sample clients, work through the attention items, and see how the same record becomes a clear executive brief. Nothing here is stored or sent.

01 - Separate client spaces

Choose a sample client

Sample data stays local

02 - Make the agenda visible

Review the recorded gaps

Initial inventory call - 18 declared tools. A real workspace keeps these evidence items in the selected client's tenant.

4 open in preview

Ownership

Four tools do not have a named owner

The client has recorded the tools and teams, but follow-up responsibility is still unclear.

Next action: Confirm one business or technical owner for each tool.

Data review

Three use cases need a data-use answer

The intended purpose is known, but the data category or access level has not been recorded.

Next action: Ask the teams what information enters each workflow.

Renewal

A design subscription renews in 21 days

The cost and renewal date are recorded; the cancellation or approval decision is not.

Next action: Confirm whether the account should renew and who can make that call.

Approval

One customer-support workflow needs review

The request includes a use case and owner, but no reviewer decision has been recorded.

Next action: Open the human review and record a decision with any conditions.

03 - Client-ready handoff

Shape the executive brief

Choose which attention areas belong in this local preview.

Open ownership, data, and review gapsShown only when those sample records still need a next step.Renewal and cost follow-upsShown only when those sample records still need a next step.

Illustrative executive brief

Northstar Creative

Sample

Tools recorded1814 owners recorded

Attention now4First operating review

Recorded facts

The sample register holds 18 declared tools. The current review has 4 unresolved attention items before the next check-in.

Recommended next actions

01Confirm one business or technical owner for each tool.
02Ask the teams what information enters each workflow.
03Confirm whether the account should renew and who can make that call.
04Open the human review and record a decision with any conditions.

Why this matters: a consultant's value is not a generic AI inventory. It is a separate client record, a transparent agenda, and a handoff the client can act on at the next check-in.

This public preview is browser-only: it creates no identity, client workspace, invitation, report, payment, or analytics record.

Preview complete

Ready to make the next client check-in useful?

Request an invited private-beta place to import a real client inventory, keep client access separate, and produce evidence-labelled operating briefs from the records you maintain.

Request private beta access See the operating loop