See the full client picture at a glance
A living brief brings together the latest facts, risks, opportunities, and open work—without another status meeting.
Client health
Across active engagements
42
Facts
6
Risks
12
Actions
AI client intelligenceClient intelligence, without the busywork
Turn every client conversation into a clear next action.
MYNDEXA turns scattered emails, notes, and files into a reliable client brief your whole team can search, question, and act on.
Set up in minutesSource-grounded answers
Client workspace
MYNDEXAClient brief
Ask MYNDEXA
Open tasks
Client overview
Northstar Advisory
Risks
3
1 needs attention
Upside
5
2 newly surfaced
Tasks
8
3 due this week
What changed
From 18 sourcesTimeline risk surfaced in Monday's call
Linked to meeting notes
Expansion opportunity across two teams
Linked to email thread
One dependable workflow
From scattered context to confident client work.
MYNDEXA keeps the source, the insight, and the next action connected—so your team can move quickly without losing the evidence behind a decision.
01
Bring the context together
Add meeting notes, email threads, and client files to one organized workspace.
02
Surface what matters
AI identifies facts, risks, opportunities, and decisions—with links to the source.
03
Turn insight into action
Assign work, track due dates, and keep every commitment visible across the team.
Built for the full client picture
The answers your team needs, with the context to trust them.
Stop rebuilding client context before every meeting. MYNDEXA keeps your working knowledge current and ready to use.
On track
Ask questions. Get grounded answers.
Chat with the complete client history and follow every answer back to the source.
What should I know before tomorrow's steering meeting?
Three items need attention, led by the revised rollout date and an open ownership decision.
Meeting notesEmail thread
Every insight keeps its evidence
Facts and recommendations stay linked to the exact note, email, or document they came from.
Quarterly review notes
TodayRenewal email thread
2d agoDelivery plan.pdf
3d agoKeep commitments moving after the meeting
Turn a surfaced risk or opportunity into owned work with a due date, priority, and full client context.
Confirm revised launch ownerTodayHigh
Share expansion proposalThuMedium
Prepare steering briefFriMedium
Built for client-facing work
Stay prepared, aligned, and one step ahead.
MYNDEXA fits the way small, high-trust teams already work—without forcing a heavyweight CRM process onto every conversation.
Independent consultants
Walk into every client call fully briefed.
Keep decisions, risks, and promises organized across every engagement—even when you switch context all day.
- Instant meeting preparation
- Reliable follow-up
- One view per client
Boutique agencies
Give the whole account team the same context.
Make relationship history searchable and keep delivery work visible when accounts change hands or teammates are away.
- Shared account memory
- Faster handovers
- Clear task ownership
Advisory teams
Turn deep client knowledge into consistent execution.
Surface patterns across long-running engagements and connect every recommendation to the evidence behind it.
- Grounded recommendations
- Early risk visibility
- Repeatable delivery
Straightforward pricing
Start small. Scale when your client book grows.
Every plan includes the complete MYNDEXA workflow and a 14-day free trial. No charge until the trial ends.
Starter
$29/ month
Solo consultants and small books of business.
- 5 clients
- 50 sources per month
- Automatic insight extraction
- Source-grounded client chat
- Team task tracking
Pro
$99/ month
Growing teams juggling many active clients.
- 25 clients
- 300 sources per month
- Automatic insight extraction
- Source-grounded client chat
- Team task tracking
Enterprise
$299/ month
Larger teams with high source volume.
- Unlimited clients
- 2000 sources per month
- Automatic insight extraction
- Source-grounded client chat
- Team task tracking
A card is required to start the trial. Cancel before day 14 and you won't be charged.
The working difference
Less time reconstructing. More time advising.
MYNDEXA is designed around a simple standard: your team should be able to understand what matters, why it matters, and what happens next.
Put it to work for your teamPrepare in minutes
Start each call with a current brief instead of searching through months of email and notes.
Focus on what changed
See new risks, opportunities, and overdue commitments before they become client surprises.
Keep the team aligned
Give everyone the same source-backed context, even when ownership changes or someone is away.
Start with a real client
Your next client brief can be ready today.
Create your workspace, add a few sources, and see MYNDEXA turn fragmented context into a clear, source-backed view of what matters.
- Full product access during your 14-day trial
- Set up without a sales call or onboarding project
- Cancel before day 14 and pay nothing
Your workspace is private to your team.
Create your workspace
Start your free trial
Takes about 2 minutes