Stop renting the systems that hold your client work.
Your IP is the work, the engagement notes, the playbooks, and the relationships. Excellent keeps every byte of it on your machine — with agents that draft, summarize, and update so the partners can do the actual consulting.
Three things consultancies keep telling us.
01
Your engagement notes, deliverables, and prospect lists live in a Notion you don't control — one billing change and the work is hostage.
02
Every analyst spends a third of their week on meeting notes, follow-ups, and status emails — work AI can do, but you can't risk pasting client data into a public LLM.
03
When a partner leaves, untangling 'their' deals and 'their' clients from the firm's data is a months-long project.
What an Excellent workspace looks like for you.
Confidential by default
Client data sits in a SQLite file on your machine. The agents that summarize it run against your own LLM key — nothing leaves your laptop unless you send it.
Scribe writes the notes
The Scribe agent listens, transcribes, and drafts the engagement update. The partner reviews and ships — minutes, not hours.
One canonical record
Engagements, opportunities, candidates, and contacts share one entity layer. A partner change becomes a permissions update, not a data project.
Built on six apps. These are the ones you'll touch first.
Documents
Write with an AI editor
A document workspace with an AI-assisted editor, so drafting, editing, and reference material live next to the rest of your operation.
CRM
Leads, pipelines, one timeline
Track leads, contacts, and opportunities through editable pipelines. Calls, emails, and meetings land on a single timeline per relationship.
Tasks
Work that agents and humans share
A kanban-and-list task system with a ship/verify protocol baked in — every change is claimed, reviewed, and signed off by a different party.
Hiring
An ATS that lives on your laptop
Public job pages with an apply form, an internal candidate pipeline, scorecards, and resumes — a local-first applicant tracking system.
We canceled HubSpot, Workable, and Zapier in week three. The CRM agent runs our outbound queue overnight; I read what it did in the morning.
Design partner
Founder · 10-person SaaS
We have a page for every kind of operation.
Ready to run your consultancies-shaped operation on your own machine?
Join the waitlist — we onboard cohorts every couple of weeks. You'll get a setup call and a database file that's yours from day one.