For Consultants
Run more engagements with the same hours. A workspace built for billable strategy work — and a deliverable clients keep using.
Built for
Built for the practice
Spin up a workspace per client. Reuse what works. Deliver a working artifact instead of a file — one that earns referrals.
Outcomes
Higher margin per engagement and a deliverable clients keep using months after you're gone — which keeps your name in the room.
Where to start
Build a templated engagement on the Staged Build flow, then white-label the share link with your domain.
What's inside
Every capability, in one connected surface.
Per-client workspace
Clean isolation, branded delivery, no cross-contamination.
Staged build flow
Verify facts, assumptions and gaps stage by stage.
Template library
Save your best engagements and re-deploy them in minutes.
Custom domain delivery
Your brand on every link, every Onboard view.
AI as junior consultant
Offload assembly, keep judgment — exactly where it should sit.
Client sign-off
Track approvals on every node, every section.
How it works
From a blank page to a living strategy in four steps.
Set up the practice
Configure your domain, default templates and brand.
Open a client workspace
Spin up clean, branded, ready for kickoff in minutes.
Run the engagement
Co-build on the canvas, track sign-off, refine with the Advisor.
Hand off the working artifact
Client retains the workspace — and your brand stays in the room.
Who it's for
Different roles, same source of truth.
Run a 6-figure practice without losing nights to slide assembly.
Standardize delivery without flattening the craft.
Walk into every new role with a 30-day strategy already shaped.
Give founders a working artifact instead of a 1-hour call summary.
FAQ
Common questions.
How do I keep clients separate?+
Each workspace is fully isolated. You choose what to template and reuse.
What happens after the engagement?+
Clients can keep the workspace or hand it back — you decide the model.
Can I bring my own frameworks?+
Yes. Custom nodes and templates can be saved per practice.
See For Consultants in action
Open a real, published Klearyon strategy and explore the workspace end to end.
