Solutions · For agencies & consultants

Deliver evidence. Not a Notion page the client never opens.

Your team ran the workshop. You’re on fixed-price. Now three senior consultants spend Wednesday night writing up findings the client will skim once. Citesvue produces the deliverable - cited, defensible, export-ready - from the recording itself. The time you save is the margin you recover.

RISKhigh
01:12:38

If the migration slips past Q2, we lose the Black Friday freeze window and we're looking at another six months before we can cut over cleanly.

Javier - CTO, Meridian Retail (Client)

Flagged as timeline risk. Two stakeholders agreed. Logged to steering committee register. Cross-referenced with DECISION at 01:04:22.

Pushed to Jira · Meridian · Risk Register · R-07Frame14:23.4
The economics

The write-up is the least defensible, most expensive thing you produce.

A half-day client workshop produces 4–8 hours of write-up by a senior consultant. On a fixed-price engagement, that’s margin draining straight into a document the client skims on Friday and files on Monday. On T&M, it’s a line item the client increasingly pushes back on.

The shift

The deliverable is the session, organised.

Clients don’t pay for notes. They pay for defensible recommendations grounded in what actually happened. Citesvue’s output is closer to an evidence brief than a Notion page - every recommendation cites a moment and speaker, with screen corroboration when an eligible video has ready visual evidence. That’s the deliverable clients forward to their boards.

A 90-minute discovery workshop

Workshop ends. Findings pack ships before close of day.

Workshop ends. You upload the recording. Twelve minutes later: 9 DECISIONS · 14 REQUIREMENTS · 6 RISKS · 4 OPEN QUESTIONS · 7 ACTION ITEMS - each cited.

You review, approve, and export the findings pack as PDF or Word - every decision, risk, and requirement with its verbatim quote and a link back to the exact timestamp. You email it before end of day. The client replies that evening.

Outputs you bill against

Four deliverables, all generated from the recording.

Findings pack (PDF / DOCX)

Every recommendation cited to a timestamped quote, with visual frames included only where ready visual evidence corroborates it. Ready to send the day of the workshop.

DECISION register

What was agreed, by whom, when. Defensible in QBRs six months later.

RISK log

Flagged in-session, auto-extracted, severity-tagged, ready for the client’s steering committee.

Notion delivery

For agencies who deliver live on Notion: connect over OAuth, pick the client page, and push findings with their evidence attached.

Capabilities - agency cut

Five capabilities that turn margin back into hours.

  • Findings catalogue across sessions

    Every finding from every session in one filterable view - by type, severity, and review status - with one-click CSV export for the client workbook.

  • Audit-grade citation trail

    Every recommendation links back to the moment. When the client asks six weeks later why you recommended X, the answer is one click away.

  • Project workspaces

    Group recordings by client, engagement, or sprint. Separate access per engagement, and share links you can revoke when the engagement closes.

  • Multi-session synthesis

    Across a discovery phase of five workshops, pull every RISK and DECISION into one consolidated register.

  • White-label exports (coming)

    Your logo, palette, and typography on the exported pack, configurable per client. On the roadmap - today the export is clean and unbranded.

  • Custom artifact types (coming)

    Define your own extraction rules - DESIGN-CONSTRAINT for a design consultancy, COMPLIANCE-GAP for an audit firm.

Billable-hour recovery

Roughly £3,200 a week back into margin per engagement team.

Three senior consultants × 4 hours of write-up × £150/hr × 2 workshops a week = £3,600/week of non-billable time absorbed into fixed-price engagements. Citesvue cuts write-up to ~30 minutes of review. Over a 12-week engagement, that’s the cost of a senior headcount.

Integrations - agency priority

Where deliverables actually land.

  • Notion

    Branded client pages - where most agency deliverables live.

  • Slack

    Evidence notifications into the client channel.

  • PDF / Word / CSV export

    Findings packs and transcripts as files you attach, share, or archive.

  • Google Workspace

    Where Google Workspace export is enabled for the connected workspace, deliver selected content into your own Sheets, Docs, and Drive.

  • Webhooks

    Agency-side PSAs, project systems, time-tracking.

  • Jira

    When the agency runs the client’s sprint.

Before / after

Before and after - delivering one workshop findings pack.

Author
Without Citesvue
Senior consultant, 4–8 hrs
With Citesvue
Auto-drafted, 30 min of review
Evidence
Without Citesvue
Consultant’s notes
With Citesvue
Verbatim quotes + timestamps
Citations
Without Citesvue
None - notes from memory
With Citesvue
Every claim linked to its moment
Defensibility in QBR
Without Citesvue
“We recommended this because…”
With Citesvue
Citation link to the moment
Client perception
Without Citesvue
Notes
With Citesvue
Evidence brief
Scenarios

Five places agencies use Citesvue.

Scenario · 01Discovery

Discovery-phase findings pack

5 workshops → one consolidated brief with cross-session themes.

Outcome · Single evidence-grounded deliverable.
Scenario · 02Turnaround

Post-workshop rapid turnaround

Client expects deliverable next-day - now it’s same-day.

Outcome · Client trust compounds.
Scenario · 03Steering

Steering committee risk register

Every RISK flagged in-session, auto-compiled, cited.

Outcome · Auditable governance artefact.
Scenario · 04Design

Design-review citations

Reference the exact moment a stakeholder approved or blocked a direction.

Outcome · Less re-litigation in later phases.
Scenario · 05Retainer

Retained-client monthly digest

One cited digest across every call that month, billable as a recurring deliverable.

Outcome · Recurring revenue line.
Lines from the agency day

Sound familiar?

  • We wrote the deliverable in fifteen minutes - and it was better than what we used to spend Thursday night on.

  • The client asked why we recommended the phased rollout. I sent them the quote. End of conversation.

  • Every consultant produces the same quality of write-up now, not just the senior ones.

Common questions

What partners and agency leaders ask.

  • Only if you send them into the platform. Most agencies deliver the exported findings pack (PDF or Word) or a Notion page instead, so the client sees the deliverable, not the tool. Fully white-labelled export templates - your logo, typography, and palette - are on the roadmap.
  • Yes - any recording, any source. As long as you’ve been given the file, the platform can process it.
  • No. The platform stays internal to your team. You deliver finished exports - PDF, DOCX, CSV, Notion pages - directly to the client, or grant a revocable share link to a specific recording.
  • Recordings stay inside your workspace, organised per client project, and deleting a recording removes the media and its evidence. Share links let you grant a client access to a specific recording, revocable at any time.
  • Not today. Citesvue is cloud-managed multi-tenant; single-tenant and self-hosted options are Enterprise-roadmap conversations for regulated engagements.
  • On the roadmap. If a current engagement requires it, talk to sales - we’ve scoped early-access for several specialist consultancies.
  • Deleting a recording removes the media and everything derived from it. When an engagement closes, remove its recordings and the evidence goes with them.
Pricing recommendation

Team is the right entry. Enterprise for regulated client work.

Team gives every seat 60 recordings and 20 optional visual-evidence hours a month, one-year retention, and Jira / Linear / Notion / Slack push. Transcription does not use visual-evidence hours. Enterprise adds custom retention and larger uploads.

Closing argument

Your next recording could be
your most
valuable asset.

Or it could sit in a Drive folder nobody opens again. The difference is whether it has citations attached.

  • SetupOne drag-and-drop upload, or send the notetaker. No plugins.
  • First insightCited Q&A on a 60-min recording in under 6 minutes.
  • Cancel anytimeFull data export, full right to erasure.