Solutions
For Teams
Shared context and accountability when everyone needs the same picture of clients, projects, and commitments.
Early access · works with Claude, ChatGPT & Claude Code
The problem
Where team-based client work breaks down
Context trapped in individual inboxes
The account lead knows the relationship history. The delivery team knows the current work state. Neither picture is complete, and neither is accessible to the other without a Slack message.
Handoffs that require a re-briefing call
When ownership changes — coverage for a colleague, a new engagement lead, a scale-up — the full context exists only in someone's head. The new owner starts from scratch.
Commitments that never reach the team
The account lead makes a promise in a client call. The team learns about it two days later in a Slack thread, or not at all until the client follows up.
How it works
One shared operating picture across the team
Lodestar organizes client work by organization and project, extracts commitments from every thread the team touches, and makes the full picture visible to everyone who needs it.
Shared client context
Email, files, meetings, and action items visible to every team member on the engagement — not locked in the account lead's inbox.
Instant handoffs
New owners get the full context on day one: thread history, sentiment, open items, and decisions — no re-briefing call required.
Team commitments tracked
Action items from client calls assigned to the right person, tracked until closed — whether the commitment was made in email, a meeting, or a thread the account lead was never on.
Client sentiment across the team
Relationship health visible to everyone, not just the person who happens to read the latest thread. Cooling accounts surface before they reach the account lead.
Shared dashboards
Open items, email volume, client sentiment, and project health in dashboards the whole team can see — configured for your operation, not a generic SaaS default.
Roadmap and milestone tracking
Visual timelines across all client engagements — what's on track, what's slipping, what's coming next — visible to the team before the client asks.
Apps
The apps for team-based client work
Four workflows that give teams the shared visibility and accountability that usually requires a dedicated ops person.
Early access
Get early access to Lodestar
Lodestar is in prerelease. The Pro plan covers multiple seats, shared organizations and projects, and priority support. Early access members get hands-on team onboarding and launch pricing.
- Priority team onboarding — setup with the product team
- Launch pricing locked in when your spots are confirmed
- Multiple seats with shared organizations and projects
- Your team's workflows shape what ships next
Scenario walkthrough
The workflow in practice
“The team's shared picture of client status stays current. Because action items are extracted from threads as well as from calls, team members who generated commitments in email threads the owner was not on are still visible in the client's project.”
An agency owner running eight clients and a five-person team — 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