Consulting

BoardSnap for consulting firms.

BoardSnap is an iOS app that turns a client whiteboard into a structured summary and action plan in under ten seconds — so you capture the workshop output before the client's cleaning crew erases it.

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

Why consulting teams pick BoardSnap

Consulting engagements live and die on clarity. Every kickoff, every problem-framing session, every workstream planning meeting generates a whiteboard full of insight — and then someone has to turn that into a deliverable. That translation step, from messy board to clean PowerPoint or Word doc, is where ideas get lost and scope creep begins.

BoardSnap fits cleanly into the consulting workflow. After a workshop, snap the board. BoardSnap AI reads the issue trees, hypothesis maps, process flows, and sticky-note clusters and returns a structured summary you can use as the first draft of your synthesis. The brand-aware feature means summaries match your firm's voice — not generic AI output — once you point it at your company URL.

The Projects feature is purpose-built for multi-engagement consulting work. One project per client keeps every whiteboard, every chat thread, and every piece of pinned context in its own silo. Switch from client A to client B and the context switches with you. Nothing bleeds between engagements.

Common consulting workflows

Client kickoff workshop

Day one: problem definition, stakeholder mapping, success criteria. That's a lot of whiteboard. Snap each panel. BoardSnap AI structures the output into a clear problem statement and initial workstream list — the bones of your kickoff deck.

Issue tree and hypothesis mapping

MECE issue trees get messy fast. Snap the board at each iteration. The summary tracks which hypotheses are open versus being tested versus confirmed — a lightweight running log you didn't have to type.

Process mapping sessions

Client stakeholders draw their current-state process on the board. Snap it. BoardSnap AI reads the swim lanes, decision diamonds, and annotations — producing a structured process description that becomes your current-state documentation draft.

Steering committee prep

Before every steerco, the team war-games the narrative at the whiteboard. Snap the board, get a structured read-back of your talking points and open questions, and catch anything that doesn't hold together before you're in the room.

Client whiteboard capture on-site

Client offices don't always have good camera setups. BoardSnap's VisionKit perspective correction means even an awkward angle in a conference room produces a clean, readable capture — no retakes, no re-erasing what the client just drew.

Privacy & data handling

BoardSnap's perspective-correction step runs entirely on-device via Apple VisionKit — the raw whiteboard image is processed locally before anything leaves your phone. The AI summarization step sends the corrected text and image content to our API. If your engagement has strict data-handling requirements, review those constraints before using AI summarization on confidential client materials. The on-device capture itself generates no external data transfer.

Frequently asked

Can I keep different client engagements completely separate?

Yes — that's exactly what Projects are for. Each project has its own boards, its own pinned context, and its own brand voice. Nothing from one client's project bleeds into another.

What about NDAs and confidential client information?

The VisionKit scan step runs on-device. AI summarization sends content to BoardSnap's API. If your NDA prohibits cloud processing of client materials, you should review that before using the summarization feature. Snapshots without summarization stay local.

Does it read the messy handwriting consultants actually use on boards?

Yes. BoardSnap AI is tuned to handle real-world whiteboard handwriting — including fast, compressed notes. It won't be perfect on truly illegible scrawl, but standard workshop handwriting reads cleanly in most cases.

Can I export summaries to PowerPoint or Word?

BoardSnap produces text summaries and structured action items you can paste into any tool. Direct PowerPoint or Word export isn't a built-in feature — you'd copy the summary output into your preferred tool.

What's the turnaround time on a summary?

About ten seconds per board. Snap, tap Analyze, and the summary is on screen before the client has finished packing up their notebook.

BoardSnap fits consulting.

Snap a board. Get a clean summary and action plan tied to your team.

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