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Teams & consultants

A consultant’s client archive system

One vault per client. Strict isolation via hooks; the agent organizes call notes, billing, deliverables.

Kition Team·Jun 26, 2026·1 min read

One client vault structure

  • profile.md — client profile
  • Calls/ — meeting notes
  • Deliverables/ — deliverables
  • Invoices/ — invoices
  • .kition/hooks.json — strict no-egress hooks

Automating call notes

After the call, paste the transcript; the agent renders Templates/call-notes.md and adds a row to a follow-up table.

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