SOLUTIONS · FREELANCERS AND CONSULTANTS
Connect AI tools for consultants to each client’s briefs, research and deliverables. Keep client collections separate while you work.
How do I keep one client’s project context separate from another’s?
Each client has a separate workspace for briefs and notes. Select the client before asking about a project. 1
A workspace per client
What did Orchard House approve in the last round?
The latest review approved the shorter introduction and revised structure. The feedback note records the remaining changes. 1
What the client approved
Remind me of the Orchard House brief
The brief names the audience, deliverables and deadline. The project notes explain the client's priorities. 1
Brief recall
Draft a proposal from my retail projects
Your past retail work provides the method and deliverable structure. Keep each client's private details in its own workspace. 1
Proposals from past work
Your consultants and freelance designers share answers with sources.
Consultants
How do I keep one client’s project context separate from another’s?
On request
Which client workspace contains this project’s brief and notes?
Before deciding
Source answer: Each client has a separate workspace for briefs and notes. Select the client before asking about a project.
Selected for this question: Orchard House. Each scope keeps its resources together.
Answer from Orchard House, linked to the source.
Sources: A workspace per client (Google Drive); Orchard House · Supporting notes (Notion).
Freelance designers
What did Orchard House approve in the last round?
Weekly
Which changes remain after approval of the introduction and structure?
Before deciding
Source answer: The latest review approved the shorter introduction and revised structure. The feedback note records the remaining changes.
Sources: What the client approved (Notion); Orchard House · Supporting notes (Google Drive).
Writers
Remind me of the Orchard House brief
On request
Which audience, deliverables and deadline define the project?
Before deciding
Source answer: The brief names the audience, deliverables and deadline. The project notes explain the client's priorities.
Sources: Brief recall (Google Drive); Orchard House · Supporting notes (Notion).
Developers
Draft a proposal from my retail projects
Weekly
Which reusable methods can we draw from past work without sharing private client details?
Before deciding
Source answer: Your past retail work provides the method and deliverable structure. Keep each client's private details in its own workspace.
Sources: Proposals from past work (Notion); Orchard House · Supporting notes (Google Drive).
Consultants
What rate did I agree with Orchard House?
On request
Which signed terms define the scope covered by the day rate?
Before deciding
Source answer: The signed agreement records the day rate and payment terms. The proposal links the scope covered by that rate.
Sources: Agreed terms (Google Drive); Orchard House · Supporting notes (Notion).
Freelance designers
Can I reuse my methods while keeping each client brief in its own workspace?
Weekly
Which methods can be reused while confidential briefs stay in their client workspace?
Before deciding
Source answer: Your shared methods remain available across projects. Each client's confidential briefs stay with the assigned workspace.
Sources: Clients kept apart (Notion); Orchard House · Supporting notes (Google Drive).
Gather the right client’s brief and notes before starting a project question.
Select the client’s separate workspace for its briefs and notes before asking about the project.
Read the latest client review and feedback note to separate approved work from remaining changes.
Find the approved shorter introduction and revised structure, with remaining changes recorded in the feedback note.
Read the client brief and project notes separately to recover the scope and priorities.
Find the audience, deliverables and deadline in the brief, with the client’s priorities in the project notes.
Search the signed agreement and proposal to check the agreed rate and the scope it covers.
Find the day rate and payment terms in the signed agreement, with the covered scope linked from the proposal.
ONE CONNECTED BRAIN
Bring Google Drive, Notion and your uploads into one cited answer.
FOLLOW THE SOURCE
Open the citation. Read the original wording and surrounding detail.
PERMISSIONS IN EVERY ANSWER
Same question, different permissions. Review the request and sources in the access record.
Answers respect source access.
Set its scope. Revoke its key.
Review requesters, sources and access decisions.
Check provider data use and retention.
Connect your model to governed knowledge.
Review data handling, providers and international transfers.
Read the privacy policyLESS CONTEXT. LOWER COST.
HeyBrain sends only the context a task needs.
FAQ
Each client has a separate workspace for briefs and notes. Select the client before asking about a project. 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.
The latest review approved the shorter introduction and revised structure. The feedback note records the remaining changes. Connect the relevant Drive folder or Notion pages, or upload documents, then follow citations to their original passages from the AI tools your colleagues already 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.
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.
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.
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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