Clients

Active client engagements with substantive, ongoing relationships. Each client gets a directory with structured tracking at two layers: synthesis (overview) and tactical (sub-items + log).

Structure

clients/
├── {company}/
│   ├── overview.md       # Synthesis layer — read this to know everything
│   ├── log.md            # Chronological interaction log
│   ├── questions.md      # Open questions both directions, with answers
│   ├── scope.md          # Living scope: deliverables, responsibilities, timeline
│   ├── commercial.md     # Terms, pricing, negotiation status
│   └── documents/        # Raw artifacts
│       ├── sent/         # What we sent them
│       └── received/     # What they sent us

How It Works

Three-layer pipeline

1. Raw inputs — transcripts, docs, emails get dropped in
2. Sub-items — structured trackers updated from inputs (questions, scope, commercial, decisions)
3. Overview — synthesizes across all sub-items into one coherent snapshot

When something comes in

Transcript pasted:

1. Add entry to log.md (what happened, what shifted, action items)
2. Update relevant sub-items (new answers in questions.md, scope changes in scope.md, terms in commercial.md)
3. Refresh overview.md (status, what matters, risk, next steps)

Document shared:

1. File in documents/sent/ or documents/received/
2. Update sub-items with any new content
3. Update overview.md document table + any status changes

Email exchange:

1. Log entry in log.md
2. Update sub-items if substance changed
3. Refresh overview if status shifted

Overview is always current

The overview should be readable as a standalone brief. Anyone reading just overview.md should understand: what the engagement is, who's involved, where we are, what's next, what's at risk, and what the commercial picture looks like.

Adding a New Client

Copy the structure from an existing client directory. The key files:

• overview.md — start with engagement summary, working team, initial status
• log.md — first entry with how the relationship started
• questions.md — seed with initial discovery questions
• scope.md — even if rough, capture what's been discussed
• commercial.md — proposed terms, even if preliminary