---
title: Phasoric | Client Knowledge Continuity for Consultants
description: Recover client decisions, commitments and open questions with their sources. Keep a reviewable engagement record between calls and across projects.
canonical_url: https://phasoric.com/use-cases/client-knowledge
markdown_url: https://phasoric.com/use-cases/client-knowledge.md
---
For consultants and fractional leaders

# Walk into the next client call already caught up.

Recover the last decision, the commitment behind it and the question still waiting for an answer. Keep the engagement record connected between calls, with sources you can check before speaking for the client.

[Start one client workspace](/signup?target=client-knowledge) [Try the example](#context-example)

Start with a Free account. Hosted intelligence uses metered credits; external MCP access requires Premium.

Today

The next call starts with searching notes and reconstructing what was promised.

With a reviewed record

A bounded client record connects the agreement, its evidence and unresolved follow-ups.

When you return

The next briefing starts from the reviewed record and the latest source update.

Interactive example · Client call preparation

## Try the question. Keep the useful context.

Fictional project, prepared answers. This simulation makes no AI requests and changes no workspace files. A reviewed sample stays in this browser tab so you can revisit it.

1.  1\. Ask a question
2.  2\. Inspect the source
3.  3\. Review what to keep
4.  4\. Start the next session

The question

### What did we agree, and what still needs an answer?

Prepared answer: The agreed scope is three pilot customers. Expansion depends on the migration checklist and support capacity. Sam still needs to confirm readiness.

Inspect source \[1\]

Northstar launch · sample

### The record that carries forward

Source

Northstar/Meetings/kickoff.md

Review

Nothing retained until you approve the sample

What persists

A decision, its source and the questions still open.

Reset this example

Start with one useful record

## Make it work with your own project.

1.  01
    
    ### Keep the engagement together
    
    Collect the brief, meeting notes and agreed decisions in a deliberate client workspace. Select the relevant sources for each question.
    
2.  02
    
    ### Prepare a source-backed briefing
    
    Ask what was agreed, what remains open and what evidence supports the answer. Check dates and owners before sharing a summary.
    
3.  03
    
    ### Retain the reviewed outcome
    
    After the call, save the decision and next questions. Keep proposal and agreement distinct so the next briefing does not invent a commitment.
    

[Explore the consultant engagement pack](/packs/consultant-engagement?target=client-knowledge) [Ask through hosted intelligence](/hosted-ai-memory?target=client-knowledge) [Connect your existing AI tools](/ai-agent-memory?target=client-knowledge)

The return visit

## The next call starts with a useful question.

Return to the agreement and its open conditions. Check new evidence before changing the client’s scope or promising an outcome.

### What to expect

AI summaries need review before they become client commitments. Client confidentiality depends on your workspace, sharing and provider choices; hosted processing sends the selected request context to a remote provider.

[Open the guided demo](/demo?target=client-knowledge&example=client)

## Before you begin

Do I need MCP to prepare for a client call?

No. You can keep the client record in Phasoric and use supported local or hosted intelligence directly. Hosted usage is metered; external MCP clients require Premium or higher.

Will Phasoric send the briefing to the client?

This workflow prepares a record for your review. It does not automatically send the summary, approve a commitment or change the engagement scope.

Put your own knowledge to work

## Choose how you want to use the record.

[Start one client workspace](/signup?target=client-knowledge)

### Use it through MCP

Connect the AI tools you already use to your authorized Phasoric knowledge. Hosted MCP starts with Premium.

$14.99/month includes 2,000 MCP operations and 25,000 hosted-intelligence credits each month. Higher plans increase limits and features.

[Connect my AI tools](/signup?target=client-knowledge&plan=premium&interval=month)

### Use hosted intelligence

No MCP setup required. Ask Phasoric directly using hosted intelligence with bounded relevant source context.

Eligible Free hosted accounts can buy 50,000 credits for $5.99. Usage is metered; a credit pack does not enable MCP.

[Try hosted intelligence](/hosted-ai-memory?target=client-knowledge)

[AI memory for your Obsidian vault](/obsidian-ai-memory?target=client-knowledge)[Context between AI tools](/ai-context-handoff?target=client-knowledge)[AI projects & durable context](/compare/ai-project-memory?target=client-knowledge)[Decisions when evidence changes](/use-cases/decision-intelligence?target=client-knowledge)[Research you can return to](/use-cases/research-synthesis?target=client-knowledge)