Your Protégé reads the document.
With your client. On the call.
Briefcase is a paid add-on. Your client uploads a contract, a P&L, a resume or a plan. Your Protégé reads it and discusses it during the live voice session. Per client. Per session. Walled off from every other client. Your knowledge base is permanent. Briefcase holds the one document this client brought to this call.
Why Briefcase exists.
Your knowledge base is your Protégé's long-term memory: methodologies, frameworks, books, transcripts, the way you think about the work. It's permanent. It shapes every conversation.
But the specific contract your client is staring at right now? The P&L they're trying to understand? The resume your Protégé is helping them edit? That's not part of your Protégé's memory and it shouldn't be. It belongs to that client, on that session, and to no one else.
Briefcase is where those documents live.
How Briefcase is different from your Knowledge Base.
- Who uploads: the expertWho uploads: the client
- When: once, refined over timeWhen: per session, with the client's consent
- Scope: all conversations, all clientsScope: this conversation, this client, this session
- Retention: permanentRetention: 90 days inactivity, soft-delete with email warning
- Use case: teach my Protégé how I thinkUse case: let my Protégé read my client's contract on the call
- Pricing: included in every planPricing: $49/mo or $399/yr add-on per expert
How it works.
Client uploads
Before or during the session, the client drops in their document: PDF, DOCX, TXT, MD, HTML, audio (MP3, M4A, WAV, OGG, WebM), video (MP4, M4V). No expert curation required.
Protégé reads and analyzes
During the live voice call, the Protégé reads the document in real time, references it naturally in the conversation, and answers questions grounded in its specifics.
Session ends, Briefcase closes
The document stays available to that client for that Protégé's future sessions; the 90-day retention clock starts on inactivity. One client's documents never enter another client's session. The rule is enforced in the database, not in a prompt.
4D Knowledge Scoping.
Every Briefcase retrieval is scoped by four dimensions: which expert, which Protégé, which client, which session. One client's documents cannot leak into another client's conversation. The isolation is enforced at retrieval time, in the database, with row-level security: not as a prompt-level "please don't share."
This is the same architecture pattern Sentinel uses for B2B knowledge isolation. The full architecture write-up is on the security page.
What you can do with Briefcase.
Attorneys
Your client uploads a contract before the session. Your Protégé reads it, flags the clauses you'd flag, and answers their questions in your voice for the full session, without you on the call.
Financial advisors
Your client drops in a P&L. Your Protégé walks them through the line items, contextualizes them against the framework you teach, and routes the high-value follow-ups to your calendar.
Your private space with your expert.
If your expert has Briefcase enabled, you have a secure place to share documents with them: contracts, P&Ls, resumes, plans, anything you would bring to a meeting. Upload the file. Their Protégé reads it. Your session is anchored in your actual situation, not a generic conversation.
Your Briefcase space is yours. It's scoped per-client, per-session: per-expert per-Protégé per-client per-session. No other client of that expert ever sees what you uploaded. The expert can't read or export your documents directly. The documents only surface through the Protégé, during your session.
For a plain-English walkthrough of how a session works and what to expect, see the For Clients and Sessions pages.
Pricing.
Both tiers include unlimited client document uploads, unlimited Briefcase-aware sessions, 90-day retention, and the 4D scoping architecture. No per-document fee. No per-session fee.
- Monthly
Monthly
$49/monthPer expert. Cancel any time.
Best for: Experts validating Briefcase with an existing client roster.
- Unlimited client document uploads
- Unlimited Briefcase-aware sessions
- 90-day inactive-document retention
- 4D Knowledge Scoping (RLS-enforced isolation)
- Cancel any time
- Most Popular
Annual
$399/yearPer expert. Two months free vs monthly.
Best for: Experts whose practice depends on document-driven sessions.
- Everything in Monthly
- Two months free (~32% savings)
- Annual billing, single invoice
Common questions.
- What file types does Briefcase accept?
- PDF, DOCX, TXT, MD, HTML, audio (MP3, M4A, WAV, OGG, WebM), and video (MP4, M4V). Same set the platform supports for KB uploads.
- What happens to my client's document when the session ends?
- It stays available to that specific client, in that specific Protégé, for future sessions. After 90 days of inactivity we soft-delete it with an email warning to the client. Your KB is untouched.
- Can my Protégé use Briefcase documents alongside my KB?
- Yes. During a session the Protégé pulls from both: your permanent KB (your methodology, your voice, your frameworks) and the client's current Briefcase document (the specific contract, P&L, or resume in front of you). The two are layered together at retrieval time but stay isolated at storage.
- Does PII get scrubbed?
- All ingested content runs through our PII detection and removal pipeline before storage. The original document is kept for the client's own review; the indexed embeddings are PII-stripped.
- Can clients export or delete their Briefcase documents?
- Yes. Clients control their own documents through the client-side surface. Experts cannot read or export a client's Briefcase documents directly; the documents only surface through the Protégé during a session.
Let your Protégé read
with your client.
$49/month. $399/year. Unlimited client documents.