Ask Relaite: “What should I know before tomorrow's steering committee?”
NEEDS ATTENTIONUpdated benefits model
NEXT ACTIONConfirm whether the revised model will be ready and prepare the benefits assumption issue for the steering committee.
Relaite for consulting
Give every engagement a current brief that maintains itself.
Relaite keeps client relationships, decisions, commitments, dependencies and changing work connected across the communication your consultants already produce. Start the next conversation with the context already assembled.
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
- Informal commitments
- 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 brief for the engagement.
Client relationships
Who matters and how stakeholders relate to the engagement.
Initiatives
Which communication belongs to which stream of work.
Decisions
What the client or team agreed.
Commitments
Who promised what and when.
Dependencies
What is waiting on the client, the consulting team or another party.
Current context
What changed and what needs attention next.
Example
Ask Relaite: “What should I know before tomorrow's steering committee?”
- Target operating model draft sent Monday
- CFO requested revised benefits assumptions
- Finance workshop moved to Thursday
- David promised updated benefits model before the workshop
- Updated model has not been found
- Steering committee begins tomorrow at 10:00 am
NEEDS ATTENTIONUpdated benefits modelOwner: David · Due before tomorrow's meeting
View supporting communication →Evidence remains connected to the authorised source communication and meeting references that support the current understanding.
Continuity moments
Where continuity matters in consulting.
Before a client meeting
Start with current commitments, recent decisions and unresolved issues.
Across consultants
Avoid making one person the sole source of engagement history.
During handover
Transfer the engagement with relevant context already assembled.
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