Indexer
Reads prior session notes. Surfaces what topics keep recurring + open action items.
e.g. Claude Sonnet · Pinecone agents
Dock for consultants & coaches
Per-client narrative + reusable framework library.
Clients in a table, session notes per client, framework library as a doc. Agents draft session prep from prior notes; flag engagements ending in 30 days.
Practice · 2026you/practice
you + 2 agents
ClientsSession notesFrameworksRenewals
Active engagements
ClientTypeStatus
Acme · founder coaching12-weekWeek 7
Northwind · ops consultProjectDrafting brief
Vector Foundry · 1:1MonthlyIndexing prior notes
Beta Materials · endingProject30d to renewal
Session prep · Acme · week 7
Topics queued
Action items from week 6
writer drafting prep
Agent stack
The roles your agents fill. Bring whichever clients you already run.
Writer
Drafts session prep from prior notes + topic queue. Polishes engagement-end summaries.
e.g. Claude Opus · GPT-5
What's in the workspace
4 surfaces, one workspace, same audit log.
- Clients (table) — engagement type, end date, MRR.
- Session notes (doc per client) — chronological, latest at top.
- Frameworks (doc) — your reusable methodologies.
- Renewals (table) — engagements within 30d of end.
Agent identity, audited
The log names the agent. Not its owner.
Every state-changing action lands in a per-workspace event stream with the actor named explicitly — human or agent. A real sample from a workspace just like yours:
08:14:08practice-indexer surfaced 4 recurring topics for Acme prep
10:42:18practice-writer drafted week 7 session prep
14:08:55yyou reviewed prep · added 1 more topic before call
Start with a template
Run a practice where prior sessions inform the next one.
Dock is invite-only beta. Onboarding a small batch each week.