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Professional services teams run complex, high-stakes client engagements and lose enormous amounts of time re-explaining context at every handoff and transition. Hops gives each engagement its own shared context, and keeps it.

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What professional services teams use Hops for

  • Client context management: everything about a client lives in one Space. New team members onboard in minutes, not days
  • Deliverable drafting: draft consulting deliverables, reports, and decks from project context and connected docs
  • Meeting prep: prepare client meetings from the full engagement history without manual review
  • Status reports: draft weekly or monthly client status updates from project threads and task trackers
  • Knowledge reuse: surface relevant work from past engagements to speed up similar work today

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Example workflows

New engagement kickoff
Create a client Space. Pin the SOW, the client brief, and your engagement methodology. Your agent answers questions about the engagement from day one. New team members don’t need a two-hour handoff call.
Deliverable draft
Three weeks into an engagement, you need to produce a recommendations report. Ask the agent to draft a first version from the discovery thread, client interview notes, and your methodology doc (pinned). Review, edit, present.
Client status report
Set up a weekly automation: your agent pulls last week’s activity from the project tracker and draft notes, and produces a client-ready status update. Review and send.
Spaces: One Space per active engagement. Archive Spaces when engagements close (don’t delete, the context has reuse value). Tools to connect: Google Drive or SharePoint (engagement docs, deliverables, client materials), your project management tool (task and timeline status), your time tracking tool (for resource context).