Clients & engagements
Per-engagement context
Tag bookmarks with the engagement they belong to. Briefings, search, the wiki, and the activity feed all filter to that client's context. Switch clients from the topbar to refocus the whole UI.
In the app: /clients
What it gives you
Workspace-isolated
Clients live inside one workspace. Different team members see the same client list; permissions inherit from the workspace.
Bulk-tag
Select multiple bookmarks in /saved and bulk-tag them to a client. Useful when you onboard onto an engagement and need to retag a backlog.
Client activity feed
Every save, highlight, briefing, and wiki update for that client lands in /clients/[slug]/activity — auditable trail.
How it works
- 1
Create a client from /clients (name + colour).
- 2
Tag bookmarks (one-by-one in the bookmark sidebar or bulk from /saved).
- 3
Switch the client dropdown in the topbar to focus the whole UI on that engagement.
Other ship value features
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