Citenook1What did we commit to deliver in phase 2 for Horizon Hotels?
Phase 2 covers a pricing review for 12 properties and a rollout plan, due 8 weeks after phase 1 sign-off1.
PDFHorizon Hotels proposal v2 · page 6
For consultants
Answer the client in the meeting, not in a follow-up
Citenook is a private Mac app that answers questions from each client's files, proposals and notes, and shows the exact sentence each answer came from. Keep every client in its own space, on your Mac.
The problem
"What did we promise in the proposal? What did their CFO say on the last call? Which numbers did we use in March?" A client asks in the meeting, and the answer is in a deck, a note or an email somewhere. You say "I'll get back to you", and spend the evening searching.
Questions you can ask
Sample answers from made-up files, to show how Citenook answers.
What were Keystone Energy's main concerns on the last call?
Two: timeline risk from the supplier change1 and how to report savings to the board2.
NOTEKeystone call notes, 29 September
Which market size figure did we use in the Nimbus deck, and where is it from?
The deck uses $2.4 billion for 20261, taken from the industry report in the research folder2.
PPTNimbus board deck · slide 4 PDFIndustry report 2026 · page 11
Summarize what's still open with Quarry Supplies.
Three open items: the data request from 15 September1, sign-off on the scope change2, and the invoice dispute3.
EML3 emails NOTEWeekly notes
Click any number in a real answer and the file opens at that passage, with the sentence highlighted.
Files consultants add
PDFProposals, reports and research
PPTDecks
XLSModels and data
✎Apple Notes and Obsidian notes
EMLSaved client emails
♪Recorded calls, transcribed on your Mac
Built for client work
A brain per client
Answers never mix one client's files with another's. Group brains by client or practice to ask across them.
Ask from any app
Press ⌥ Space during a call or while writing an email, and ask without switching apps.
Writes like you
Replies and summaries in a style Citenook learns from a few of your own emails.
Confidential by default
Files stay on your Mac. With an online AI, names and numbers are hidden first, and you can preview what goes.
A setup that works
- 1
One brain per client
Add the client's folder, notes and saved emails.
- 2
Pin the proposal
Open it from an answer and choose Always Include in Answers, so scope questions always check it.
- 3
Record and add calls
Recordings are transcribed on your Mac and become searchable.
- 4
Save weekly steps
"What's open this week, written as an email": save it as a workflow and run it in one click.
Questions
Can I keep clients completely separate?
Yes. Each brain only answers from its own files. Ask across several clients only when you choose to, by asking a group or all brains.
Does it work during a video call?
Yes. Press ⌥ Space in any app to ask your files in a small window. To ask about selected text, allow Citenook in Accessibility settings.
Can it read PowerPoint decks?
Yes. Decks, PDFs, Word, spreadsheets, notes and saved emails are all read on your Mac.
Will a client's files be sent to an AI company?
Not with a model on your Mac. With an online AI, only the question and the passages picked for that answer go to the service you chose, with names and numbers hidden first.
What does it cost?
Free for 30 days with every feature and no card. Then $9.99, $19.99 or $29.99 a month. Pro+ adds priority email support. See pricing.
Walk into the next meeting ready.
Every feature free for 30 days. No card needed.