Seriesly
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For consultants

Walk into every client call caught up.

You switch between six engagements a day, and each client expects you to remember their world as if it were the only one. Seriesly threads each client's recurring calls on its own and hands you the context before you dial in — names, decisions, the deliverable you promised last week.

The cost of context-switching

Every consultant pays a tax no client sees: the ten minutes before each call spent reconstructing where that engagement left off. Whose budget question is still open, which scope change you agreed to, what you said you'd send by Friday. Across six clients, that tax compounds into hours.

Seriesly pays it for you. Each client's calls become one thread, not a scatter of disconnected notes, and what was unresolved last time is on screen before the next one starts — so you sound like the only thing you do is them.

What it does for you

  • I Person & topic briefs. One page per client, assembled from every call you've had — catch me up on the Northwind engagement — so you re-enter cold context warm.
  • II Open loops. Every deliverable and promise across all engagements in one ledger — you said you'd send the Acme audit Thursday — aged so nothing owed to a paying client slips.
  • III Research. One question across every engagement's meetings at once — which clients raised the same compliance concern? — answered with citations back to the actual calls.
  • IV Pre-meeting prep. Before each recurring client call, a brief synthesized from past sessions lands ahead of time — last week's decisions, the open scope question, what you committed to.

A consultant's day

  1. 9:00 — the brief for the Northwind standup is waiting: last week you agreed to revise the rollout plan, and it's still open.
  2. 11:30 — a new client intake call; afterward, Seriesly has already threaded it and flagged the two deliverables you committed to.
  3. 2:00 — switching to Acme cold, the person brief on their CFO reminds you exactly where the budget conversation stalled.
  4. 5:00 — Open Loops shows nine promises across four clients, oldest first; none of them will surprise you next week.
Can Seriesly keep multiple client engagements separate?
Yes. Each recurring client meeting is its own thread, so the context, open items, and decisions for one engagement stay distinct — and a person or topic brief pulls together everything for just that client on demand.
Does it track what I owe each client?
Open Loops is one ledger of every deliverable and promise across all your engagements, aged so the oldest commitments surface first — you can filter by who it's owed to, so nothing for a paying client slips.
Can I ask a question across all my engagements at once?
Research mode runs a single question across every engagement's meetings, your calendar, and an Obsidian vault if you keep one, and answers with citations back to the actual calls — useful for spotting a concern several clients raised.
Is client data kept private?
Everything lives in a local SQLite file on your Mac, on-device by default, and nothing trains a model by default — which matters when the notes are confidential client work.
One quiet companion

Keep your notes. Add a memory.

Mac-native, on-device, free for thirty meetings.

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