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 short
Each client gets a self-updating knowledge folder: tag bookmarks to a client and the wiki, search, briefings, and activity stream all scope to that engagement.
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
FAQ
What is a client in Pith?
A scoping boundary: tag bookmarks to a client and the wiki, search, feeds, and briefings all filter to that engagement, with its own activity stream.
Do I have to tag everything manually?
No — auto-tag-clients assigns high-confidence matches automatically; you only review the uncertain ones.
Is client knowledge isolated?
Yes. Workspaces are logically isolated at the database level, and client scoping keeps each engagement's reading separate.
What's on a client's page?
An activity stream, the client's briefings, an auto-tag settings panel, and the subset of the wiki and bookmarks tagged to that engagement.
Can I share a client's knowledge externally?
Yes — generate a time-limited, revocable signed URL to share a wiki page or briefing with someone who has no Pith seat.
How many clients can I track?
Unlimited on every paid plan — clients are a scoping construct, not a metered resource.
Try it for yourself.
14-day trial. No credit card. Clients & engagements works on every plan.
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