Client context
Never leaves its boundary
ProductsUse case · Client and brand workspaces
Reuse your best method. Never mix the client context.
Give every client or brand its own company brain, people, agents, tools, credentials, projects, and history while your firm carries proven skills across accounts.
Start free. Pair one isolated client brain with one reusable firm skill.
The reusable firm methodSkills, standards, delivery system
Shared in HQIsolated client company
Account team
Starts from complete history
Firm method
Improves across engagements
The method is reusable. The client context, access, and history stay isolated.
One clean boundary per client or brand
Firm methods reusable across accounts
Client context that survives account handoffs
The broken workflow
The agency method scales. The client context does not.
As accounts multiply, the best delivery system stays in a few people while client knowledge, history, access, and decisions spread across inconsistent tools and personal memory.
Client context gets buried
Important history lives in old chats, call notes, drives, and the account lead's head instead of one durable client system.
Boundaries rely on operator discipline
People manually choose the right folder, prompt, credentials, and source every time they switch accounts.
The firm reinvents delivery
Each team rebuilds the same research, reporting, creative, and review method for every new client.
The HQ workflow
Separate the client system. Share the firm's method deliberately.
HQ makes the client or brand a first-class company boundary, then lets the firm apply approved skills and operating patterns without blending underlying context.
- 01Agency operations
Create the client company
Establish a dedicated boundary for the client's knowledge, people, agents, projects, tools, secrets, and history.
- 02Account team
Build the client brain
Add brand, customer, product, performance, decision, and relationship context with a clear account owner.
- 03Firm and client team
Apply the reusable firm skill
Bring in the approved delivery method, then run and improve it using only that client's isolated context.
Why HQ
A folder separates files. HQ separates the operating system around the client.
HQ preserves both sides of the agency advantage: isolated client truth and reusable firm capability.
The layerFolders and AI projectsWith HQ
BoundaryFiles separated by operator conventionCompany-level people, context, tools, agents, and history
ContinuityAccount knowledge follows the account leadClient context stays with the client workspace
MethodTemplates copied and customized repeatedlyApproved firm skills reused without sharing client data
What the team can inspect
The clean handoff is the proof.
Another authorized teammate should be able to enter the client workspace, understand the relationship and current work, then run the firm's method without a private rebrief.
Client brain
Brand, customer, product, performance, decisions, calls, and relationship context remain together.
Isolated access
Membership, tools, credentials, agents, and projects belong to the correct client company.
Reusable delivery skill
The firm's research, reporting, creative, or QA method can be applied across accounts intentionally.
What changes
Scale accounts without scaling context risk.
- 01
Keep client truth and credentials isolated
- 02
Make account handoffs faster and more complete
- 03
Improve the firm's method across engagements
Your first win
Set up one client as a complete company system.
Start with one account and prove that isolated client context can work with a reusable agency capability and a clear human owner.
Create your first client workspace- 1
Create one client company and assign the account owner
- 2
Add the core client context and one governed connection
- 3
Apply one firm skill and have a second teammate run it
Built for company work
Client boundaries are part of the architecture.
HQ keeps each client or brand in its own company scope so knowledge, credentials, agents, projects, and history are not mixed by default.
- Separate company boundary per client or brand
- Explicit membership and access
- Reusable methods shared without transferring client context
Teams must still grant access deliberately and review any artifact before sharing it outside the client workspace.
Start with one workflow
Client context should never be lost, buried, or stuck in someone's head.
Start with one isolated client company, one reusable firm skill, and one teammate who can continue the account without a private rebrief.