For Consultants

For consultants who run workshops and need deliverables, fast.

BoardSnap is an iOS app that turns a whiteboard photo into a structured summary and action plan in ten seconds. For consultants, that means client workshop boards, diagnostic frameworks, and recommendation sessions produce clean written artifacts — the raw material for deliverables, not a photograph that has to be transcribed at the hotel at midnight.

Download on the App Store Free to start. Pro from $9.99/mo or $69.99/yr.

What hurts today

  • Client workshops generate rich whiteboard content that takes hours to transcribe into a deck — time you're billing, or should be
  • Every client engagement has a different 'system' for capturing board output — which means more inconsistency than any partner would accept in a deliverable
  • Board photos from diagnostic sessions require reconstruction into clean frameworks before they can go into a client presentation
  • Action items from client working sessions scatter across photos, Slack messages, and handwritten notes that need to be reconciled before the next meeting
  • Multi-day workshops generate six boards per day — by day three, you're drowning in unprocessed content
  • Generic AI tools don't know your client's context, their industry language, or the project framing you've been developing for weeks

How BoardSnap helps

  • Snap a client workshop board and get a clean written summary ready to paste into your work product — diagnostic framework, key findings, recommendation structure all parsed
  • Brand-aware AI learns your client's context when you paste their URL — summaries sound like they were written by someone who actually knows the industry and the company
  • Action items from client sessions land in an open/in-progress/done list with subtasks — your project tracker updates itself from the board
  • Pin the engagement context — client brief, prior findings, project hypotheses — so every new board session chat already knows where the work stands
  • Projects keep each client engagement isolated — board history, brand context, and pinned notes are all scoped per client
  • Offline queue handles hotels, basements, conference centers, and client offices with unreliable WiFi — the boards process when you're back online

A day with BoardSnap

  1. Client workshop

    Run the session with markers and the board. Snap after each major module — problem diagnosis, option generation, recommendation prioritization. Each board produces a structured summary you can pull directly into the session recap or the deck.

  2. Diagnostic session

    Map the client's current state — processes, pain points, root causes — on the board. Snap. BoardSnap produces a structured diagnostic summary organized by theme — the analysis section of your next deliverable.

  3. Stakeholder interview debrief

    Debrief what you heard after a stakeholder interview on the board — key themes, quotes, tensions. Snap. The summary captures the synthesis, not just the raw content — saving hours of note processing.

  4. Recommendation session

    Map the recommendation options, evaluation criteria, and the prioritization logic on the board. Snap. BoardSnap produces a structured recommendation framework — the bones of your proposal section.

  5. Status meeting

    Draw the project timeline, open issues, and next steps on the board with the client. Snap. Both sides leave with the same written summary — no 'I thought we agreed to X' emails the next day.

Features that matter for consultants

Brand-aware AI

Paste your client's website, their annual report URL, or their industry overview. BoardSnap AI calibrates its output to their language, their industry framing, and the project context — summaries sound like they belong in the engagement, not like a generic consulting template.

Projects per engagement

Every client engagement gets its own project. Board history, brand context, and pinned notes stay scoped to the client — no cross-contamination between engagements.

Pinned context

Pin the engagement brief, the hypothesis tree, or the prior deliverable. Every board chat already knows where the work stands — ask follow-up questions that get grounded answers within the project context.

Offline queue

Client offices, conference centers, and hotel conference rooms are notorious for WiFi failures. BoardSnap queues every capture on-device and processes it the moment signal returns.

Tri-state action items

Client deliverable tasks, open questions, stakeholder follow-ups. Open / in-progress / done — the project tracker that builds itself from the board.

Frequently asked

Can I use BoardSnap to produce client-ready deliverable content directly from the whiteboard?

BoardSnap produces clean text summaries and structured action item lists — the raw material for client deliverables. Most consultants use it as the first draft: paste the summary into the deck, then edit and format. It eliminates the transcription step, not the thinking.

How does brand-aware AI work for client engagements?

Paste the client's website, investor presentation, or industry overview URL into the project settings. BoardSnap AI reads it and calibrates every summary to their language, their industry framing, and their company context. Each engagement gets its own project with its own brand context.

How do I handle multi-day workshops with lots of boards?

Create a project for the engagement. Snap each board module as you go — don't batch at the end of the day. BoardSnap processes each one in under ten seconds, so by the time the day ends, every board is already summarized and in the project. Day three's synthesis is pull-from-project, not process-from-scratch.

Is the content secure for confidential client work?

BoardSnap processes images through secure API calls and does not retain board images on device beyond the session. For engagements with strict data handling requirements, review the privacy policy at boardsnap.ai/privacy and confirm with your engagement manager.

Can I share BoardSnap summaries directly with clients?

The output is clean text — you can copy it into a client email, a shared Notion doc, or a deliverable draft. BoardSnap isn't a client-facing tool; it's your internal capture tool. The decision about what to share is yours.

Built for consultants who ship.

Snap a whiteboard. Ship the action plan. In ten seconds.

Free · 1 project, 30 boards Pro $9.99/mo · everything unlimited Pro $69.99/yr · save 42%
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