Customer support app for consultants
Your clients pay for your expertise, make sure they can feel it.
Between meetings, your clients forget what you do for them. Pointa gives every one of them a personalised knowledge base, a live feed of your thinking and instant answers from Peggi, your AI, tailored to them so they feel your value every day, not just when the invoice lands.
What did you recommend last time we had a grievance like this?
Which expense codes do we use for the new office?
What targets did you set for our team last quarter?
Disciplinary Procedure
HR Policy
Expense Claims Guide
Finance
KPI Reporting Framework
Operations
Your clients can't value what they can't see.
Liam Jones, Founder
Knowledge base
Your expertise is worth more when your clients can actually access it.
Right now, your best advice is trapped in PDFs and email threads. Pointa turns it into a personalised knowledge base each client can browse anytime — so they get answers without waiting for you, and you stop repeating yourself.
Drag & drop files here
or click to browse
Disciplinary Procedure
1. Informal discussion
The line manager should speak privately with the employee to outline the concern and agree on steps for improvement.
2. First written warning
If the issue persists, issue a formal written warning. The employee has the right to be accompanied at any meeting.
3. Final written warning
A final warning should be issued if there is no improvement. Set a clear review period and expected outcomes.
4. Dismissal
Dismissal is a last resort. The employee must be given the right to appeal within 5 working days.
Disciplinary Procedure
Expense Claims Guide
KPI Reporting Framework
Employee Handbook
VAT Registration Guide
Grievance Policy
Quarterly Review Template
Absence Reporting Process
The gap between meetings is where you lose clients.
Liam Jones, Founder
Client feed
A retainer should feel like a relationship, not a subscription they forgot about.
Your clients hear from you once a quarter and wonder what they're paying for. Pointa gives you a direct feed to every client — share your thinking, flag what matters to them, and stay present without adding hours to your week.
Hi everyone,
HMRC have confirmed the new tax thresholds for the upcoming tax year. Here's what you need to know:
- Personal allowance remains at £12,570
- Higher rate threshold rises to £50,270
- Dividend allowance reduced to £500
I've updated the tax guidance in your knowledge base with the full details.
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Sarah ThompsonJust nowNew tax thresholds from April
HMRC have confirmed the new tax thresholds for the upcoming tax year. Personal allowance remains at £12,570, higher rate threshold rises...
Sarah Thompson2 days agoUpdated absence reporting process
I've simplified the absence reporting steps based on your feedback. The new process is in your knowledge base now.
Sarah Thompson1 week agoQ3 KPI review templates ready
Your quarterly review templates have been updated with the new KPI targets. Please review before your next board meeting.
Sarah Thompson2 weeks agoWelcome to your knowledge base
I've set up your access. You can now find all your HR policies, finance guides and operational procedures here.
The consultants who lose clients aren't the worst ones. They're the invisible ones.
Liam Jones, Founder
Instant answers
Your clients have questions between meetings. Right now, they're asking Google.
Google gives them generic answers. ChatGPT gives them confident guesses. Peggi gives them your answers — drawn from your actual knowledge, tailored to their business, available whenever they need them.
Grievance Procedure
1. Raise it informally
Speak directly with your line manager to try to resolve the issue. If your grievance is about your line manager, approach their manager or HR instead.
2. Submit a formal grievance
If the issue is not resolved informally, put your grievance in writing to HR. Include specific details, dates, and any evidence. HR will acknowledge within 3 working days.
3. Grievance meeting
A meeting will be arranged within 5 working days. You have the right to be accompanied by a colleague or trade union representative. The outcome will be confirmed in writing.
4. Right of appeal
If you are not satisfied with the outcome, you may appeal in writing within 5 working days. The appeal will be heard by a more senior manager who was not involved in the original decision.
Can I raise a grievance about my manager?
9:14 PMYes. If your grievance is about your line manager, you should approach their manager or HR directly instead.
9:14 PMHow long do they have to respond?
9:15 PMHR will acknowledge your grievance within 3 working days, and a meeting will be arranged within 5 working days.
9:15 PMPricing
Simple pricing, no surprises
Get started for free with everything you need. Add AI-powered automation when you're ready.
Free
All the core features you need to share online documents with your clients and keep them updated more regularly.
- Unlimited clients
- Rich text editor
- Knowledge base
- News feed
Peggi (AI)
Peggi handles the work you'd normally do manually by parsing documents into knowledge files, answering client questions and keeping them informed with industry news.
£49per client per month (pro rata)
Invoices converted to your local currency
- Everything in Free
- AI document parser
- AI answers client questions
- AI suggests industry news