Document engagement

Card info
Documentation
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✦ Synthesize from text

AI extracted — review before accepting
Problem / presenting situation
What we did
What shifted
Duration / dates
Value / fee
Testimonial language
Case study potential
AI routes through your doc-processor Worker
AI Analysis

Cross-client pattern synthesis

Select scope and mode above, then click Synthesize.
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⊕ Pull from portal sources

Select sources to pull into this client's documentation. AI will synthesize them into structured fields. You review before saving.
◎ Sessions & Debriefs …
◈ Proposals …
◫ Contracts & SOWs …
◑ Testimonials & Case Studies …
⊟ Drive Files —
Paste a Google Doc URL or Drive file URL to ingest its content.
⊞ Paste anything
Select sources above, then synthesize → review → save