Client context split across email, Drive, your CRM and calendar. Ask once and Holka reads across all of it and tells you exactly where each engagement stands.
Consulting runs on context: what the client said, what was promised, what's due, what was billed, all scattered across email, documents, a CRM and the calendar. Holka connects them and answers in plain English, so you can prep a client call, chase a deliverable or recall a decision without digging through threads and folders. Every answer is sourced back to where it came from.
One question pulls the full engagement: recent emails, the latest docs, open action items and what's on the calendar next.
Ask what's due across clients this week and Holka reads tasks, calendars and threads together, so nothing slips.
Ask 'what did we agree with this client on scope?' and Holka finds it across email and docs, and cites the source.
Connect invoicing to see what's unbilled or overdue by client, alongside the work, in one answer.
Connect Gmail or Outlook, Google Drive, your CRM, calendar, a project tool and invoicing. Holka reads across all of them for each question, so client answers come from everywhere at once, not one tool.
Stop searching threads and folders for what was said. Ask Holka the way you'd ask an associate, and it does the cross-referencing, then shows the sources so you can trust it.
Read-only by default, tokens encrypted at rest, client data stays in your tools, drafts wait for your approval, and nothing is used to train a model.
What tools does Holka connect to for consulting?
Email, Google Drive, CRMs, calendars, project tools like Asana, and invoicing like QuickBooks or Stripe. Connect each in a click.
Can it prep client calls?
Yes, it pulls recent emails, docs, action items and calendar context into one brief, with sources you can open.
Can it draft status updates?
It drafts them from the real work of the last period and waits for your approval before anything is sent.
Is client data confidential?
Read-only by default, encrypted tokens, data stays in your tools and is never used to train a model.
Connect your first tool and start asking in under a minute. Free to try, no credit card, no onboarding call.
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