Solutions
For Consultants
Manage every client relationship with confidence — context, sentiment, and follow-through in one place.
Early access · works with Claude, ChatGPT & Claude Code
The problem
The recurring problems of multi-client work
Context scattered across six apps
Gmail has the threads. Drive has the SOWs. Calendar has the history. Your head holds the relationships. None of them talk to each other — and pulling them together before every call is manual and slow.
Cooling relationships invisible until it's too late
A client who goes quiet doesn't announce it. By the time the signal is legible, the renewal conversation is already harder than it needed to be.
Admin work eating billable hours
Inbox triage, meeting prep, and follow-up logging shouldn't take the same mental effort as the delivery work you're actually paid for.
How it works
One operating picture per client
Lodestar organizes everything by organization and project, then runs AI enrichment on every thread — so you see each client relationship as a single, queryable picture.
Per-client context
Email, files, meetings, decisions, and org charts organized by organization and project — searchable as one, always current.
Sentiment tracking
Per-contact sentiment with trend over time and the reason behind it. See a relationship cooling before the client names it.
Action items with evidence
Commitments extracted from email and meetings, each linked to the exact quote and source they came from — not a manual to-do list.
Needs-attention dashboard
Which clients require your attention today, ranked by actual signal — overdue items, cooling sentiment, threads that have gone quiet.
Follow-ups tracked to close
Open items stay visible until they are closed. Nothing falls through after a meeting because there was no system to hold it.
Renewal prep in minutes
Walk into a renewal call with every decision, deliverable, and commitment from the engagement assembled automatically from email and files.
Apps
The apps for client work
Four workflows that handle the operational parts of running client relationships — so your time goes to delivery, not administration.
Early access
Get early access to Lodestar
Lodestar is in prerelease. Early access members get hands-on onboarding, launch pricing, and direct input on what ships next.
- Priority onboarding — hands-on setup with the product team
- Launch pricing locked in when your spot is confirmed
- Your client workflows shape what ships next
- Small cohort — every early member gets direct feedback loops
Scenario walkthrough
The workflow in practice
“The morning briefing becomes a genuine triage instead of a scroll-and-guess. Follow-ups stop evaporating. Every commitment extracted from a call or a thread gets logged, assigned a due date where one exists, and surfaced in the daily plan when it's overdue.”
A fractional COO running twelve clients — scenario walkthrough
This is an illustrative scenario from our case studies — not a named customer story. Lodestar is a prerelease product.
Read the full walkthroughGo deeper