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AI for consultants that reuses firm knowledge without mixing clients

Use AI for consultants with past deliverables, methods and proposals. Keep each client’s collection accessible only to its team.

  • Past work.
  • Ask from Claude, Cursor or Codex.
  • Keep private knowledge private.
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WORKS WITH

Google DriveConnected sourceNotionConnected sourceClaudeAsk through MCPCursorAsk through MCPCodexAsk through MCPUploadsYour documents

Built for Partners, Managers, Analysts, Knowledge teams

Have we done pricing strategy for a logistics client?

The project index identifies the logistics pricing engagement. Its deliverable summary links the methods the firm can reuse. 1

Project index and deliverable summary

Reuse what the firm knows. Keep every client separate.

Your partners and managers share answers with sources.

  • Partners

    Past work

    • Have we done pricing strategy for a logistics client?

      On request

    • Which methods can we reuse from that engagement?

      Before deciding

    Source answer: The project index identifies the logistics pricing engagement. Its deliverable summary links the methods the firm can reuse.

    Relevant engagement
    The project index identifies the logistics pricing engagement.
    Reusable methods
    Its deliverable summary links the methods the firm can reuse.

    Sources: Project index and deliverable summary (Google Drive); Hearth Collective · Supporting notes (Notion).

    Reads from
    • Google Drive
    • Notion

  • Managers

    Methods

    • Find our change-management framework

      Weekly

    • Who owns its current revision and workshop guide?

      Before deciding

    Source answer: The method library contains the change-management framework and workshop guide. The source records its owner and latest revision.

    Framework
    Open the change-management framework
    Workshop guide
    Read the linked workshop material
    Owner and revision
    Named in the method’s source record

    Sources: Change-management method library (Notion); Hearth Collective · Supporting notes (Google Drive).

    Reads from
    • Notion
    • Google Drive

  • Analysts

    Keep client work with its team

    • Which firm methods can we use without opening another client’s files?

      On request

    • Who can read the private deliverables for this engagement?

      Before deciding

    Source answer: Firm methods are available across the practice. Another client's private deliverables remain with its assigned team.

    Across the practice
    Firm methods available to the practice
    Assigned client team only
    Private client deliverables

    Sources: Practice and client access rules (Google Drive); Hearth Collective · Supporting notes (Notion).

    Reads from
    • Google Drive
    • Notion

  • Knowledge teams

    Proposals from past wins

    • Which past proposal structures can help us organize this draft?

      Weekly

    • Which commercial terms stay private to the original project team?

      Before deciding

    Source answer: Past proposal structures help organize your new draft. Each project's confidential terms stay within its own access scope.

    Reusable structure
    Past proposals help organize the new draft
    Confidential terms
    Remain within the original project’s access scope

    Sources: Proposal library and project access rules (Notion); Hearth Collective · Supporting notes (Google Drive).

    Reads from
    • Notion
    • Google Drive

  • Partners

    The method library

    • Which guides cover this project stage and problem?

      On request

    • Where can I read the full guide behind this answer?

      Before deciding

    Source answer: The library groups methods by project stage and problem. Each answer links to the underlying guide.

    Project stage
    Methods grouped by the stage of the engagement
    Problem to solve
    Find the relevant method in the same library
    Underlying guide
    Linked from the answer

    Sources: Method library index (Google Drive); Hearth Collective · Supporting notes (Notion).

    Reads from
    • Google Drive
    • Notion

  • Managers

    Who worked on what

    • Which teams did retail pricing work?

      Weekly

    • What experience is recorded in their engagement summaries?

      Before deciding

    Source answer: The project directory names the teams behind retail pricing work. The engagement summaries explain their experience.

    Relevant teams
    Named against retail pricing work in the project directory
    Engagement experience
    Read the linked project summaries

    Sources: Project directory and engagement summaries (Notion); Hearth Collective · Supporting notes (Google Drive).

    Reads from
    • Notion
    • Google Drive

Less searching. More shared context.

Without HeyBrain

With HeyBrain

Search the project index and deliverable summary for relevant logistics pricing work and reusable methods.

Find the logistics pricing engagement in the project index, with its deliverable summary linking methods the firm can reuse.

Search the method library for the change-management framework, workshop guide, owner and latest revision.

Find the framework and workshop guide in the method library, with its source recording the owner and latest revision.

Check shared firm-method access separately from another client’s private deliverables.

Use firm methods across the practice while another client’s private deliverables remain with its assigned team.

Separate reusable past-proposal structures from each project’s confidential terms before organizing a new draft.

Use past proposal structures to organize the draft while confidential terms stay within their original project’s access scope.

ONE CONNECTED BRAIN

One question, across your tools

Bring Google Drive, Notion and your uploads into one cited answer.

Question
Have we done pricing strategy for a logistics client?
Answer
The project index identifies the logistics pricing engagement. Its deliverable summary links the methods the firm can reuse. (Source 1)
  • Source 1: Project index and deliverable summary (Google Drive)
  • Additional source: Change-management method library (Notion)
  • Additional source: Practice and client access rules (Google Drive)

FOLLOW THE SOURCE

Review the evidence behind an answer

Open the citation. Read the original wording and surrounding detail.

Answer
The method library contains the change-management framework and workshop guide. The source records its owner and latest revision. (Source 1)
Cited excerpt from Change-management method library (Notion)
The method library contains the change-management framework and workshop guide. The source records its owner and latest revision.
  • Source 1: Change-management method library (Notion)
  • Source 2: Project index and deliverable summary (Google Drive)

PERMISSIONS IN EVERY ANSWER

Share the context. Keep the boundaries.

Same question, different permissions. Review the request and sources in the access record.

Question
Which research can this engagement reuse?
Answer for Luca Okafor (Engagement partner)
Engagement brief and shared methods available. Other engagement: market-entry findings.
Answer for Mateo Chen (Assigned analyst)
Engagement brief and shared methods available. Restricted section withheld.
Section withheld from Mateo Chen
OTHER CLIENT FINDINGS · ENGAGEMENT TEAM
Access record
14:02 · Mateo Chen · Source access checked · 1 SECTION WITHHELD · RECORDED

Company knowledge, under your control

Permissions you already have

Answers respect source access.

Every agent gets its own key

Set its scope. Revoke its key.

A record of every access

Review requesters, sources and access decisions.

Review provider data terms

Check provider data use and retention.

Bring your own model key

Connect your model to governed knowledge.

LESS CONTEXT. LOWER COST.

Send less context per task

HeyBrain sends only the context a task needs.

Repeated contextWhole documents
With HeyBrainRelevant passages

FAQ

Questions consulting teams ask

  • Have we done pricing strategy for a logistics client?

    The project index identifies the logistics pricing engagement. Its deliverable summary links the methods the firm can reuse. Ask follow-ups in the same conversation and open each citation to check the surrounding detail, then share the source with colleagues who can access the same collection.

  • Where can our team find the change-management framework?

    Ask for the framework in your connected method library. HeyBrain returns the relevant source with citations, so you can open the framework and workshop guide together and check the recorded owner and latest revision. Use those references to prepare your team’s workshop or brief, keeping the work tied to the firm’s current method.

  • Which sources and AI tools can we use?

    Connect Google Drive, Notion and document uploads; Claude, Cursor and Codex ask your company knowledge through HeyBrain MCP. Keep decisions and references available where your team works. HeyBrain supplies knowledge; agents use their own tools for actions requested by the user.

  • How does HeyBrain keep private knowledge private?

    People and agents receive answers from sources they can open. Workspace rules restrict the audience; each agent has its own key and scope. Administrators review requesters, times and source references in activity records alongside workspace membership and source access rules.

  • How do we get the team started?

    Connect your team’s current brief, decision notes and working guide, invite the people who need them and ask a familiar question. Open its source citations before expanding the collection. Align workspace membership and individual agent scopes with each team’s responsibilities.

  • How does HeyBrain reduce AI token cost?

    HeyBrain sends only the context a task needs instead of repeatedly passing whole documents to your AI tool. Use the context calculator to compare the amount you send and your input price. Your team shares the same connected knowledge across tools, so every new conversation can start with the relevant passages and their sources.

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