Peak Docs / Consultancies
Good consulting.A result that lasts.
After the workshop the results often sit in photos and notes. In Peak Docs you write the result document together, capture agreements in the decision block and turn open points into tasks.
Put the goal into words. Add perspectives and timing right below.
Two sample situations · fictional client.
Workshop / Result / Follow-up task
From workshop to implementation.
- Question
- Which question did the workshop answer?
- Agreed
- What is decided, with reasoning?
- Follow-up task
- Who does what before the next meeting?
Your workshop in the example
What stays from the session?
Create a local result note with neutral sample details. It shows the structure and is saved nowhere.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three notes. One result document.
Draft · not yet put together
- Question
- Still open
- Agreed
- Still open
- Follow-up task
- Still open
Two moments from your consulting day
Where are you right now?
Pick the situation. Document and next action follow from it.
Results fresh
The workshop with the client has just ended.
- The action
- Write the results into the document together, capture agreements, turn open points into tasks.
- The intent
- A result document with follow-up tasks.
The workshop result
- Question
- What should be clarified?
- Agreed
- Decision block with reasoning
- Follow-up task
- Checklist item → task
The example shows how a workshop becomes a result document. In Peak Docs you write it together with the team.
To the next stepIs this for you?
A clear job. Clear limits.
A workshop that
should change something.
This is where the example helps.
- Your results should be usable after the session.
- You want to capture agreements with reasoning.
- Open points should become tasks.
Client portal planned
What this preview doesn't do.
- This preview writes no real document.
- It gives the client no guest access.
- It promises no consulting outcome.
The sketch becomes your result document
Write your next workshop result in Peak Docs.
In Peak Docs you write together, capture decisions, turn checklist items into tasks and share a released state as a read-only link or export it as PDF.
Start Peak Docs for freePeak Docs / Your next step
Consulting that lasts.
Pick your situation. Then write the next result document together with your team.
Pick a consulting situation
From workshop to implementation.
Who does what before the next meeting?
Frequently asked questions
How does Peak Docs help a consultancy?
With co-editing, decision blocks, versions with a diff, comments that become tasks and export to PDF, Markdown or HTML.
Is there an export to Word?
No. Export is available as PDF, Markdown and HTML today, not as DOCX.
Can clients give approvals in the document?
Not yet. Approval workflows and guest access are planned.