Use case

Client knowledge management for consultants

Consulting requires managing vast amounts of information across multiple clients: industry research, meeting notes, competitor analysis, deliverables, and reference materials. CapturedIt becomes your consulting brain — everything organized, AI-processed, and instantly retrievable.

The Problem

Client knowledge lives in folders, emails, bookmarks, and notes apps. Finding that specific insight from a past client engagement takes forever. Cross-client learning is lost.

The Solution

One library for all consulting knowledge. Organize by client or topic. AI search finds insights across all your work. Query your accumulated expertise from ChatGPT.

How it works

Save client research

Capture industry reports, competitor websites, and reference materials with the browser extension. AI summarizes.

Log meeting insights

Voice memos immediately after client calls, screenshot key documents, save email threads.

Leverage past work

Search across all clients: "best practices for SaaS onboarding I have seen". Apply proven insights to new clients.

Key features

Client collections

Organize research and notes by client or engagement.

Voice memos

Capture insights immediately after meetings — transcribed and searchable.

Semantic search

Find relevant past work even if you remember only the concept, not the client name.

API access

Build custom workflows with the Context Hub API (Vault).

Sample queries

Questions you can ask your library with AI (Pro+) or via ChatGPT/Claude (Vault):

“Best practices for SaaS onboarding from my clients”

“What did Client X say about pricing last quarter?”

“Competitive analysis frameworks I have used”

“I leverage past client insights constantly now. Every engagement builds on the last.”

FAQ

▶Can I separate client data?

Yes. Use collections to organize by client. Items are private to your account; we do not offer client-isolated workspaces yet.

▶Is client data secure?

Yes. All data is encrypted at rest and in transit. We follow industry security standards and never train AI on your data.

▶Can my team share a consulting library?

Not yet. Each consultant has their own library. Share links work for specific items. Team features are on the roadmap.