Jotura
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Each client gets a folder of their own, and you can share one without opening the rest.

Consulting means keeping several small worlds apart, each with its own vocabulary, decisions and half-finished deliverable. In Jotura every client is a folder of Markdown notes and the documents they sent you. Tags cut across those folders when you need them to, and a single folder can be shared with a colleague while the rest of your vault stays private.

How it goes in practice.

  1. Set up the folder

    Give each client a folder for meeting notes, the documents they sent, decisions and the deliverable in progress.

  2. Record decisions

    Write each decision as a short note with the reason and the date, and tag it #decision to list them across every client.

  3. Share the engagement

    Share the client's folder with a colleague as an editor, or with the client as a viewer. It is encrypted to the people you invite, and edits made at the same time merge.

  4. Pick it up again

    After two weeks away, read the decision notes and the history of the deliverable to see where things stand.

What helps along the way.

  • Each engagement is an ordinary folder you can hand over, archive or delete when the work ends.
  • Sharing one folder leaves the rest of your vault private. Everyone on a share needs Jotura Sync.
  • Version history keeps three years of every synced note, so last month's draft of the deliverable is still there.
  • The Tags pane lists every tag with a count and the notes that carry it.
  • Nothing about a client leaves your machine unless you turn sync on, or choose OpenAI for search by meaning.
Clients / Northwind / migration-plan.md

Migration plan

Phase 1 finished on the 12th. Cutover moves to the 26th. #decision

Phase 2 blocked: the finance export still returns 2024 rows only.

Raised with Northwind on the 3rd. Owner: Priya.

The same app, seen from other kinds of work.

Research
Every paper for the project, searchable beside the notes you wrote about it.
Writing
The reading, the outline and the draft, linked together in one folder.
Readers and students
Highlight a passage on your phone, and find it in your notes on every device.
Operations
Runbooks the whole team can edit, with the history of every change kept.
Households
The shopping list, the trip and the boiler manual, shared with the people you live with.

Start with a folder you already have.

The app is free, works offline and needs no account. Jotura Sync is the paid part: it carries your notes to every device, keeps their history and lets you share them.

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