Re-Xolved: Workspace
Consulting teams run on Re-Xolved
Every client engagement gets a channel, every proposal gets a doc, every deliverable gets a task. The Workspace for consultants and retained advisors who run more than one client at a time.
Everything consulting teams need, in one workspace
The four workplace bundles — Communication, Knowledge, Coordination, Visibility — plus the modules built specifically for consulting.
- Vertical
A channel and a workspace per client engagement
Open a private channel for each client, with controlled guest access for the client's team. Engagement context — proposal, scope, milestones — lives alongside the conversation.
- Communication
Internal channels for your practice
Separate channels for your delivery team, sales pipeline, and operating cadence. Direct messages for one-on-ones. Threads for focused discussion that does not flood the channel.
- Knowledge
Proposals, scopes, and deliverable templates
Your proposal library, statements of work, and deliverable templates live as versioned docs. Reuse on the next pitch; refine over time.
- Coordination
Deliverable tracking with AntiList
Every milestone, every deliverable, every client commitment as a tracked task with energy-aware prioritization and Grok-powered breakdowns of vague asks into specific moves.
- Visibility
Client Relationship Intelligence and meeting prep
CRI surfaces every recent touchpoint, decision, and outstanding commitment for a given client. Pre-meeting briefs auto-generate from the channel, the docs, and your last conversation.
- Vertical
Built by a consulting practice
Consulting x Darell Anthony — the practice that built Re-Xolved — runs its own engagements on this exact stack. The vertical bundle reflects the workflows we use in production every day.
How consulting teams use it
A solo strategy advisor runs three retained engagements simultaneously — one channel per client, scopes in shared docs, weekly deliverables in AntiList, and Grok-generated meeting briefs before every standing call.
A 6-person consulting firm pitches a new engagement using a docs-based proposal cloned from their template library, opens the client channel the moment the SOW is signed, and tracks every deliverable from kickoff to invoice in one place.
A retained AI strategy advisor uses CRI to brief themselves before every client meeting — last decisions, open questions, recent emails — and never walks in cold to a recurring touchpoint again.
Free to start. Plans built for consulting teams that grow.
Free tier for solo users and small teams. Paid plans from $4.99 per seat per month with annual discounts. No credit card required to get started.
Common questions
Can clients have access to their channel?
Yes — controlled guest access. You decide which channels and docs the client sees. Internal delivery channels stay internal. Client-facing artifacts (status updates, deliverables, meeting notes) can be published into the shared channel on your cadence.
How is this different from running engagements out of Notion or a Slack Connect channel?
Notion does not have channels; Slack Connect does not have docs. Re-Xolved has both, plus deliverable tracking and AI meeting prep, in one data model. Grok answers questions across every surface for a given engagement, not just one tool.
Does the meeting-prep work for any calendar, or just Google?
CRI Meeting Prep currently integrates with Google Calendar, Gmail, and Day AI. Outlook is on the roadmap; talk to us at /contact if it is a blocker for your practice.
Can I bill clients through Re-Xolved?
Direct invoicing lives in Stripe and is wired into the workspace via the revenue ops surface — invoice creation, status tracking, retainer renewal cadence. You do not run your full accounting from Re-Xolved; you run the relationship and the delivery.
What about NDAs and confidentiality?
Per-channel access controls, RLS-enforced at the database level. Workspace owners can audit who saw what. We do not train AI models on your client work — Grok inference uses your data at request time only.
Is the consulting bundle different from the brokerage bundle?
Same workplace foundation (Communication / Knowledge / Coordination / Visibility); different vertical module on top. Brokerage gets ClearPath transactions and Fair Housing; consulting gets engagement-aware CRI and proposal templates.
Ready to run your consulting on Re-Xolved?
One workspace. Real data, not demos. Free to start; you choose when to invite the rest of your team.