Engagement kickoff and context gathering
A new workstream lead asks what was decided in discovery or which hypotheses the team is testing. TruSource searches uploaded workshop notes and status decks.
Built for Consultants
TruSource for Consultants
One workspace per client. Upload deliverables, research, and playbooks—then query project knowledge instantly.
Why consultants use TruSource
Consultants juggle multiple clients, each with its own decks, discovery notes, frameworks, and deliverables. TruSource gives you a dedicated workspace per engagement so your team can ask questions against that client’s materials only—with citations back to the slide, report, or brief.
- Onboard new team members onto an engagement in hours, not days
- Reuse firm methodology while keeping client data separated
- Answer client questions faster with sourced internal research
- Reduce time lost searching email, Drive, and Notion exports
Use cases for consultants
Deliverable and deck research
Before updating a recommendation, consultants find what the team said last quarter about market sizing, benchmarks, or implementation risks—with links to prior deliverables.
Client-specific playbooks
Upload the client’s org charts, process maps, and stakeholder interviews. Query them during meetings without breaking flow to search folders.
Multi-client firm workflows
Partners and managers switch between client workspaces cleanly—no cross-contamination of documents or answers between engagements.
Key benefits
- Separate workspace per client or project
- Source-backed answers for client-facing work
- Faster staffing rotations on long engagements
- Secure sharing with engagement team members only
TruSource for other teams
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