---
title: Phasoric | Knowledge workspace for consultants
description: Connect client meetings, research, decisions, and cited deliverables in a private Markdown workspace.
canonical_url: https://phasoric.com/solutions/consultants
markdown_url: https://phasoric.com/solutions/consultants.md
---
For Independent consultants and advisory firms

# Carry client context from discovery to a defensible deliverable.

Consulting knowledge is split across calls, research, decisions, and deliverables, making continuity and handoff unnecessarily expensive.

[Start free](/signup?persona=consultants) [See the workflow pack](/packs/consultant-engagement)

1\. Capture2\. Strata3\. Pulse4\. Forge

Sanitized example · no workspace data

### Capture in practice

Capture important material into a trusted inbox.

Sources and state remain inspectable before the next step.

From friction to outcome

Pain 1

Meeting notes drift from commitments

Create one source-linked engagement record

Pain 2

Research is hard to reuse

Keep risks, decisions, and next actions visible

Pain 3

Deliverables lose the evidence behind recommendations

Publish concise client briefs without exposing the vault

What is real today

## Capabilities with explicit availability.

**Decision memory and source provenance**

Included on Free, Premium, Professional, Developer, Team

Available

**Preview-first approved actions**

Included on Free, Premium, Professional, Developer, Team

Available

**Shareable cited briefs**

Included on Professional, Developer, Team

Available

Proof points

## Designed around ownership.

-   Decision provenance in Strata
-   Cited research artifacts
-   Preview-first Forge actions

Your source notes remain portable Markdown. Local use does not require sending note content to Phasoric or an intelligence provider.

The recommended starting plan

## Professional · $29.99/mo

This recommendation matches the workflow’s storage, intelligence, automation, and collaboration needs. You can still begin locally on Free and upgrade only when a paid capability creates value.

[See exact entitlements](/pricing?recommended=professional)[Compare obsidian](/compare/obsidian)[Compare evernote](/compare/evernote)

### Pack: purpose-built setup

Preview every folder, template, lens, view, and action recipe before anything is written to your workspace.

[Preview pack](/packs/consultant-engagement)

Questions

## Know the boundaries before you begin.

Do I have to move all of my notes?

No. Preview an import, begin with one project, or connect a separate vault while keeping the original intact.

Can my content stay private?

Yes. Local storage and local intelligence remain available, while sync and connected services are explicit choices.

What is included for consultants?

The Consultant Engagement pack provides a working structure, templates, saved views, and an onboarding checklist you can inspect before installation.

## Start with one useful workflow.

No card is required for Free. Preview imports and packs before changing the workspace.

[Start free](/signup?persona=consultants)