The VelorStrategy Workspace for Velocity

Plan engagements, collaborate with clients, track milestones, and ship deliverables—all in one workspace, with AI at your elbow.

VelorStrategy Workspace

Everything to run consulting engagements end-to-end—organized, collaborative, and AI-assisted.

Boards & Docs

Task boards, engagement notes, and VelorDocs for templates & deliverables—structured and searchable.

Client Collaboration

Shared spaces for workshops, files, decisions, and updates—secure expert–client teamwork.

Milestones & Reviews

Guided timelines, approvals, and retros—with AI nudges to keep quality high and velocity up.

Project Management
  • Project Plan (timelines, owners, dependencies)
  • Project Launch (scope, objectives, deliverables)
  • PMO toolkit (reports, risks, dashboards)
AI Co-Strategist
  • Ask Velora (Q&A for research, frameworks, scenarios)
  • Consulting templates & playbooks
  • AI drafting for briefs, proposals & reports
AI Sales Support
  • CRM Manager for leads & accounts
  • Meeting prep (agendas, briefings)
  • Outbound builder & opportunity scoring
Legal Confidence
  • Contract Builder (6 configurable templates)
  • Legal Hub (guides & compliance checklists)
  • Clause review with AI
Bio & Résumé
  • AI-assisted bios & résumés in minutes
  • Multi-profile support for different markets
  • Export-ready for proposals
Learning Hub
  • Level-based paths (Analyst → Director)
  • Micro-courses & AI case studies
  • Track progress into delivery

Need AI readiness, agents, or implementation? Launch via Straten AI—fully integrated with the workspace.

How the Workspace Runs

Spin up a workspace, invite your client, deliver in milestones—with AI support when you want it.

1) Launch

Create an engagement from templates. Define scope, cadence, and outcomes.

2) Collaborate

Work in a shared space with notes, docs, and tasks. Use AI to draft and review.

3) Deliver

Track milestones, capture decisions, finalize deliverables, and hand off cleanly.

Run Client Work in One Place

Boards, docs, collaboration, milestones, reviews, repository—plus AI. That’s VelorStrategy.

Get Started