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the consultant's other half
← Engagements

Safety Audit

Engine

Client

Contact
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Email
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Phone
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Website
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Location
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Edit client details

Attachments

Nothing attached yet. Upload scope docs, briefs, or anything else the engagement should be grounded in.

Max 4 MB. PDFs, images, and text files are read by the AI when drafting and recommending next steps.

Next steps

The advisor reads the client details, research brief, ledger, and attachments, then recommends what to do next — grounded in what's actually on file.

Actions

No actions yet. Add one below, or pull them from the next-steps recommendation.

Engagement ledger

The ledger is empty. The drafting engine can only work with what you put here.

Drafting engine

gemini-2.5-flash

Nothing drafted yet. Add ledger entries, then generate a document — everything is grounded in the ledger, and gaps come back as [TBC] with open questions.