“Who has worked with this person?”
A partner walks into a stakeholder meeting cold, while two colleagues who know that stakeholder well sit unaware three desks away. The relationship history exists, in old email nobody will ever reread.
For consulting & professional-services firms
Everything your firm knows about a client, in one place.
Forward a thread, blind-copy an address on the way out, or drop a proposal in the browser. OrgAtlas reads what your team already writes and assembles a living atlas of each client account: the stakeholders, the colleagues who know them, the work you've delivered, and the opportunities you're missing. No forms to fill in. Every fact linked to its source.
No demo sequence. No sales cadence. One conversation.
01The problem
Your firm's experience lives in inboxes and heads.
Every engagement produces proposals, reports and thousands of emails, then the knowledge in them scatters. Three questions no firm can answer quickly:
Question 01
Question 02
“Have we done this before?”
The answer is usually yes. But finding it means a broadcast email and a day's wait, so teams quietly rebuild what the firm already owns, and the real expert stays invisible.
Question 03
“Why didn't we sell that?”
Clients buy services elsewhere that your firm could have delivered, because nobody could see the gap between what the client needs and what you've actually sold them.
02How it works
One address. A living Atlas.
There is nothing to install and no mailbox to hand over. The account team keeps working the way it already works, and the atlas assembles itself out of what they send.
1Send
Send it what you already write
Each account gets its own address. Your team uses it the way they already use email, and uploads anything that never went through a mailbox.
- Blind-copy the account on the way out
- Forward a thread that already happened
- Upload proposals, reports and notes in the browser
2Assemble
The atlas builds itself
It extracts the people, stakeholders, engagements and capabilities on the account, links them, and ties every single fact back to the document or thread it came from.
3Navigate
Explore, ask, get briefed
Your team explores the account, follows the connections, asks it questions, and receives a Monday morning brief of what moved, what is emerging, and what is worth chasing.
03The live demo
A whole account, assembled and connected.
Below is a working atlas of a demo account, Northwind Utilities. Every colleague, stakeholder, engagement and capability sits in one place, wired to the others by relationships that each carry the document behind them. Open anything to see what the firm knows, where that came from, and what it connects to.
Demo account · Northwind Utilities · 41 documents · 216 emails · 57 sourced facts
Getting around
Search it, or open anything from the index on the left. Every item carries a reference like F1 or S3, so the panel and the board always point at the same thing. Full screen gives you the whole workspace.
Reading the weight
The gauge on each item is how much proven evidence stands behind it, and it sets the running order in each group. Decommissioning is drawn hollow because there is nothing behind it at all.
Following a connection
Hover or open an item and only its own connections light up, each naming the relationship and its source. Trace a path between any two and every step cites the document it stands on.
04What you get
Four things firms can't do today.
Stakeholder history
Never approach a stakeholder cold
Every client-side contact carries their full history with your firm: who has engaged them, on what, when, and what they care about, so the next meeting starts warm.
Expertise, located
Find the expert, not the document
Every colleague's proven experience is something you can look up. “Who has done this before?” stops being a broadcast email and becomes a thirty-second lookup.
Commercial whitespace
See what you should be selling
The atlas shows proven capability and genuine gaps side by side, including the work your client demonstrably needs and has never bought from you.
The weekly brief
You don't have to come looking
Monday morning, a brief arrives: what moved on the account, who to talk to, what's worth chasing, with every line linked back to the thing it came from.
05Why you can trust it
Not a chatbot. A chart.
OrgAtlas never answers with confident prose. It answers with facts, and every fact carries a provenance tag Proposal, Asset Strategy Review, Mar 2023 so you can check anything in one click and correct it in two. And when the firm has no experience in an area, the atlas says so. An atlas honest about what you don't know is one you can trust about what you do.
06Your data, your infrastructure
Your data. Your infrastructure.
The three parts that hold or handle your material are yours to choose: the database it is recorded in, the storage the documents sit in, and the model that reads them. Point OrgAtlas at your own, or let us provision each one for you. The application itself is ours, and we run and maintain it, so there is no codebase for your team to host, patch or take responsibility for.
Database
Bring your own
Point OrgAtlas at a database your team already operates, backs up and audits. If you would rather not run one, we provision and manage it for you.
Storage
Your bucket, your region
Documents and the facts drawn from them live in object storage you control, under the residency and retention rules you already answer to.
Model
The model is a setting
Which model reads your documents, and whose tenancy it runs in, is configuration rather than architecture. Bring the provider your firm has already cleared, or use ours.
Firms whose client work is itself confidential always ask the same two questions. Both have plain answers. Every fact is traceable to the thing it came from, so nothing enters the atlas invisibly. And the full architecture, covering where your data sits, how it flows, retention and access control, is documented in a brief we share with prospective clients.
07Next step
See it built on an account you know.
The fastest way to understand OrgAtlas is to watch it map a real account. Book a call and we'll walk through it together, and if you like, pick a time that suits you right in the form.
No demo sequence. No sales cadence. One conversation.