The engine behind
the practice.
Independent or partnered. Strategic or operational. Rook Dots holds the relationships, proposals, invoices, and schedules that make a practice a practice.
Proposals
3 sent · 1 approved this week
Proposal, Aurora rebrand
For Lumen Studio · Sent 2 days ago
Total
$24,000.00
Payment terms
Net 15
The part of the work that is not the work.
Consultants move ideas. Rook Dots moves the operations, quietly.
Proposals, drafted like papers.
Line items, fees, payment terms, written with the care of a briefing note. Kai drafts the first pass, in your voice.
Meetings, the currency of consulting.
Seven meeting types. Status. Notes. Drafted summaries. Tied to the client.
Pipeline, honest.
Seven stages from cold hello to signed letter.
Retainers, clean.
Recurring invoices, paid on terms you choose.
Cross border, native.
Ten currencies. Time zones respected.
Where the advice lives.
Every meeting carries its purpose. Kickoff, review, discovery, pitch. Notes stay with the client. Drafts go home with you.
- Agenda drafted from the brief
- Summaries generated after
- Action items tracked on the client
- Video link one click away
Scheduling
This week · 6 meetings
09:30
30 min
Discovery, Westgate
Amelia West
11:00
45 min
Kickoff, Aurora
Lumen Studio
14:00
30 min
Review, brand system
Alami Studio
16:15
20 min
Demo, invoice module
Bayline Films
A second brain, on staff.
Kai reads your practice. Knows your clients. Remembers your voice. Drafts the delicate email. Summarises the board briefing.
- Never leaves the workspace
- Private by design
- Workspace memory, never training data
- Approve or revert, any action
Kai Weston · Black
Rook Intelligence
Up 34% on last quarter. Twenty new leads, mostly from referrals and LinkedIn. Two of them are in the 100k plus budget band, a first for this year. Want me to draft a short weekly summary and send it to the team on Slack?
Because precision is not a feature, it is the whole point.
Proposals that read like letters
No templates that feel like forms.
Clients, fully held
Every meeting, invoice, file, all on one card.
Discreet intelligence
Private by default. Never shared. Never trained on.
“Rook Dots earned the name ‘office manager’. I had been looking for one for a long time.”
Honest.
Is this a full CRM replacement?
+
For consultants, usually yes. The pipeline, client, proposal, invoice, meeting model covers the full practice loop.
Can Kai draft a board briefing?
+
Yes. Ask for a briefing on a client. Kai pulls from meetings, files, and threads.
Do you support retainers and time tracking?
+
Retainers ship in the next invoice release. Time tracking is on the runway for this year.