Relaite for consulting

Give every engagement a current brief that maintains itself.

Relaite keeps client relationships, decisions, dependencies and changing work connected across the communication your consultants already produce. Start the next conversation with the current state already assembled.

CURRENT UNDERSTANDING

The client changed the scope. The revised benefits model is now blocking Friday's steering pack.

NEEDS ATTENTIONFriday steering pack
NEXT ACTIONResolve the benefits model before the steering committee and prepare the assumption change for discussion.

These workflow views are being designed for production pilots. They show the intended product experience, not a claim of current production availability.

The problem

The client story is usually bigger than the project plan.

Consulting engagements evolve through:

  • Stakeholder conversations
  • Workshops
  • Decisions
  • Deliverables
  • Scope changes
  • Dependencies
  • Approvals
  • Follow-ups

The formal project plan captures only part of that story. The rest often lives across consultants and email threads.

What Relaite understands

A current view of the engagement.

01

Client relationships

Who matters and how stakeholders relate to the engagement.

02

Initiatives

Which communication belongs to which stream of work.

03

Decisions

What the client or team agreed.

04

Dependencies

What is waiting on the client, the consulting team or another party.

05

Changes

Scope, assumptions and timelines that moved since the last touch.

06

Ownership and next actions

Who owns the next move and what needs attention next.

Example

Ask Relaite: “What is the current state of the Meridian engagement?”

CURRENT UNDERSTANDING

The client changed the scope. The revised benefits model is now blocking Friday's steering pack.

  • Scope changed after Tuesday's workshop
  • CFO requested revised benefits assumptions
  • Finance workshop moved to Thursday
  • The revised benefits model is not yet complete
  • Steering pack cannot be finalised without it
  • Steering committee meets Friday at 10:00 am
NEEDS ATTENTIONFriday steering packBlocked by the revised benefits model · Owner: Daniel
NEXT ACTION

Resolve the benefits model before the steering committee and prepare the assumption change for discussion.

View supporting communication →

Evidence remains connected to the authorised source communication and meeting references that support the current understanding.

Continuity moments

Where the thread matters in consulting.

01

Before a client meeting

Start with the current state, recent decisions and what is unresolved.

02

Across consultants

Avoid making one person the sole source of engagement history.

03

During handover

Transfer the engagement with the relevant context already assembled.

04

When scope changes

Keep the newer understanding connected to what was previously agreed.

Works with what you already have

Works beside your project and CRM tools.

Relaite does not need consultants to maintain another project record. It derives continuity from the communication already happening around the engagement.

Design partners

Give us one client engagement.

We are looking for boutique and mid-sized consulting firms willing to test whether Relaite can create a useful current engagement brief from a bounded communication history.

Apply as a design partner