For consultants

This chapter is for consultants — people who advise customer organizations. Read it as a picture of the job. The consultant inbox is not in the app yet.

The idea, in plain terms

A case will be one client request, with a thread and a record of time. You will see only the cases assigned to you, even when they belong to different companies. Assignment is what puts a case in your inbox. Another consultant’s cases stay out of it. You read the thread, write a reply, and record time. A suggested draft is a starting text you must check. Nothing is sent until you send it. The client sees the shared messages. Private notes and unused drafts stay on your side.

What you can do today

• Sign in with the same email and password as everyone else.
• If you also have a customer membership, you can use that organization’s Advisory and Documents like a member.
• You will not see a consultant inbox or a Cases item in the top bar yet.

What will arrive later

1. An inbox of assigned cases, with company name, country, and who is waiting.
2. A case thread where you reply to the client.
3. A suggested draft you edit before anything is sent.
4. A timer and a manual time log.
5. A way to offer a reusable note for the knowledge team to review — never published on its own.

Clients will book time from Coming later. Until those screens exist, do not expect a case list after sign-in.