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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, 2026·6 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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