Consulting Practice Pack

The AI workspace your NDA actually allows.

Client NDAs increasingly prohibit uploading work product to cloud AI tools. Keepance runs entirely on your machine. Your strategy documents, research, and client data never leave your control. Want to verify it yourself? See exactly where your data goes.

One-time perpetual license. 30-day free trial, no credit card. Try it in your browser first, or Reserve the $89 founding price →

NDA AI Clauses Are Real

A growing share of enterprise client contracts now explicitly prohibit uploading work product to cloud AI tools. Keepance sidesteps the issue: there's no upload.

Client Trust Is the Business

A consulting practice runs on the expectation that what a client tells you stays with you. Cloud AI training policies are a hard conversation to have.

M&A and Strategy Work Especially

Deal memos, competitive analyses, board materials. This is exactly the category of content that shows up in data breach disclosures. Keep it local.

The Consulting Practice Pack

5 workflow templates that produce drafts you review and refine, built around the deliverables independent consultants actually produce. The packs ship after review by practicing consultants. The app trial is available right now; founding-list members get the packs first, at $89.

Client Discovery Synthesizer

Turns your intake call notes and background research into a structured discovery report. Sets up the engagement workspace with named folders and open questions.

Confidential Research Memo

Formats your research and analysis for client delivery. Properly structured, clearly sourced, ready to attach to the engagement file.

Stakeholder Map Generator

Maps key players, interests, influence levels, and likely objections from your interview notes. Surfaces the political terrain before you walk in.

NDA-Safe Slide Outliner

Structures a presentation outline from your notes without requiring you to paste sensitive data anywhere. The full content stays in your workspace files.

Engagement Retrospective Builder

Captures lessons learned, results delivered, and reusable frameworks at engagement close. Builds your internal knowledge base over time.

Your client work stays where your NDA says it should.

Want to verify it yourself? See exactly where your data goes.

No upload, no exposure

When you run a workflow, the request goes from your machine directly to your AI provider. No Keepance server is involved. Nothing is uploaded to a third party.

Files on your terms

Every deliverable draft and research note saves as a plain Markdown file in a folder you control. Your engagement archive lives on your machine, not in someone's cloud.

Your keys, your costs

Bring your own Claude, OpenAI, or Gemini key. You control what you spend. Keepance charges once at purchase, not monthly.

Simple, one-time pricing.

Practice
$399
one-time purchase

  • Up to 5 seats
  • Everything in Professional
  • White-label templates for your firm
  • Email support priority
Download free for 30 days

Purchase opens when checkout launches. Reserve the $89 founding price →

Or download free for 30 days, no card, no account required. The app trial is available now; practice packs ship after advisor review, and founding-list members get them first at $89.