In the Pupul firm room, nothing. The client's history never depended on one person's notes, because consent attaches to the firm, not to any one login. The departing consultant's entries stay in the client's record, and the next advisor reads the same record the last one did.
Nothing here is a promise. Read the public revocation list or run the live revoke demo yourself.
Every firm knows the drill. Someone resigns on a Friday, and by Monday three client relationships are running on whatever the team can reconstruct from email threads and half-finished CRM fields.
The departing consultant tries to dump years of context into documents nobody will read the same way they lived it. The clock runs out before the knowledge does.
The new advisor asks questions the client answered two years ago. Nothing tells a client their history did not matter quite like being asked for it again.
When the notes lived in one person's tools and the access lived in one person's account, the firm never actually held the relationship. That person did.
The one-sentence version: in the Pupul firm room, a client's history survives a consultant leaving because it never depended on one person's notes, and consent attaches to the firm, not to any one login.
The client approves the firm, not a person. When a client shares their profile, the consent runs to the firm itself. Every advisor the client approves reads the same record. There is no private stash of context in one consultant's account, because there is no version of the record that belongs to a consultant at all.
So a resignation changes staffing, not history. The departing consultant's signed entries remain in the client's record, dated and credited to them, exactly as written. The advisor who picks up the account opens the same record and reads the whole engagement, in order, in minutes. Handovers happen in minutes, not weeks, because there is nothing to hand over. It was never in one person's hands.
The client keeps the off switch, and knows it. A client can revoke the firm's access at any time, and the revocation is published. That sounds like a risk until you notice what it buys you: clients share more, and share sooner, when they can see exactly how they would leave. A relationship the client can end at will is a relationship the client actually chose.
Even closing the firm breaks nothing for clients. If the firm winds down, no client's profile is deleted, because their profiles were never the firm's to keep. The firm room is a view into records that clients own. That is the whole design, and it is why continuity holds through every kind of departure, including the firm's own.
Every advisor the client approves reads the same record. No parallel note stashes, no private context, no version drift between colleagues.
A new advisor opens the client's record and reads the engagement from the start. Handovers happen in minutes, not weeks.
Consent attaches to the firm, not to any one login. A resignation removes a person from the room, not a year of context from the relationship.
The client can revoke the firm's access at any time, and the revocation is published. Visible exits make clients comfortable enough to hand over real history.
Closing the firm never deletes any client's profile. Their records were never the firm's to keep, so no ending of yours can cost them anything.
$99 monthly, flat, with no per-seat fees. Hire without doing subscription math.
Plain numbers, no sales call, no per-seat spreadsheet.
The $99 buys the firm a shared view of records your clients own. It never buys the records themselves, which is exactly why clients agree to share them.
Open the firm roomOpen the firm room and put your client relationships on records that survive turnover. $99 monthly, flat, no per-seat fees.