One running record per client
Add calls, emails and decisions as they happen. When you need a proposal or a status update, it’s drafted from what’s actually there.
Northwind Retail · a worked example
What you typed
15 Aug
Call
Kickoff with Priya. Fourteen stores, flat network, firewall end-of-life. Near-miss phishing last month.
18 Aug
Decision
Two phases agreed. Phase 1 capped at £18,000 at £140 per hour.
22 Aug
Note
POS terminals share a VLAN with guest Wi-Fi at nine of the fourteen sites.
What it wrote
Status update
Northwind Retail · prepared 27 August
Phase 1 is underway. Nine of fourteen stores run POS terminals on the same VLAN as guest Wi-Fi — a PCI-DSS and breach risk we are treating as urgent, and the most likely path for last month’s phishing payload to have spread.
Open question
Confirmed delivery date for the replacement firewall — [TBC]
The delivery date isn’t in the notes, so it’s flagged rather than guessed.
Paste in rough notes, a transcript, an email thread.
A proposal, a status update or a report.
Anything missing comes back marked, not invented.
$49 a month, however many clients you have.
Free for 14 days, no card. Cancel any time.
No. Drafts only use what you’ve entered. Anything missing comes back marked [TBC] so you catch it before sending.
You can export everything — notes, documents and time — at any point, including after you cancel. It’s your data.
There’s a worked example ready to go. Nothing to install, no card, and no account unless you want one.
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