For consultancies, coaching collectives & agencies

When a consultant leaves,
the client relationship doesn't.

Your people leave, and the relationship knowledge usually leaves with them. When the record belongs to the client instead of the seat, practitioner turnover stops destroying continuity, and nobody re-explains themselves to the next partner on the account.

See firm licensing Start with one seat free

Nothing here is a promise you have to take on faith. Read the public revocation list or check a signed checkpoint yourself.

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The file reads on Claude ChatGPT Gemini Copilot Perplexity and anything else that reads a paste
What this is, plainly

The same record, licensed
across your roster.

We're new, so there's no logo wall here and no client count. What there is instead: a live demo you can run yourself, a revocation list published in the open, and signed checkpoints you can verify with our servers out of the loop.

What travels when a seat changesDemo fixture
This monthA senior consultant left the firm. Her signed entries stayed in the client's file, attributed to her.
Same monthThe client shared the same file with her replacement. Session one opened already caught up.
Last yearTwo practitioners on the account signed entries in the same continuous record, each one attributed.
IntakeThe client shared their file with the firm, scoped to what they agreed to.
2 practitioners have signed entries, 1 continuous record cannot be written backwards the firm never held the file
Run the demo
Hand a file to a live assistant, then take it back and watch access die immediately.
Read the revocation list
Every revoked grant is published here, including the count.
Check a signed checkpoint
Proof an entry existed at a point in time, verifiable without asking our permission.
How it works

What changes when the record
outlives the seat.

A seat-based CRM cannot offer this because the record is the thing it sells. Here, the record was never the firm's to hold.

01 / Intake, once

The client shares one file

A client shares their record with the firm, scoped to what they agree to. Any practitioner on the account the client authorizes can read it, and each gets their own revocable grant.

02 / Across the roster

Every consultant signs their own entries

Entries stay attributed to whoever wrote them, not to the firm. A client can see exactly who said what, even years and several consultants later.

03 / When staffing changes

The client relationship doesn't reset

A consultant leaves, a seat is reassigned, or a client is handed to a new partner. The record stays intact, and the client decides whether to extend a grant to the new practitioner.

Next to what you already run

How this differs from
a seat-based agency CRM.

A seat-based CRM stores the client relationship inside the firm's account, tied to whoever holds the seat. That's the one thing changed here.

 A typical seat-based agency CRMPupul
Who owns the client relationshipThe firm's account, tied to the seatThe client
What happens when a consultant leavesRelationship history often leaves with them, informallyStays in the client's file, attributed and intact
What a new partner on the account seesWhatever notes made it into the CRM, if anyThe client's own record, if the client shares it
Can an entry be backdatedUsually, notes stay editable by whoever holds the seatNo, append-only and checkpointed the moment it's signed
Client's right to revoke a seat's accessRarely a client-facing optionAlways, and the revocation is published

A comparison of designs, not a claim about any one vendor. Keep your billing and project tooling: nothing here replaces them.

Pricing

What you pay, exactly.

Plain numbers, no hidden per-client fee. Enterprise and white-label terms are quoted with an SLA, never self-serve.

Firm licenseFor consultancies, coaching collectives, and agencies.
Firm license, monthly$999 a monthThe whole roster reads on the same rail, each practitioner with their own attributed entries.
Firm license, yearly$9,990 a yearThe better buy across a year of the same license.
Enterprise & white-labelQuotedFrom roughly $2,500 a month, with an SLA. Never self-serve.
A single practitioner seatFree software, first read freeStart with one practitioner before licensing the whole firm. $39 a client read after that, or $1,990 a year unlimited.

Most firms start with one practitioner seat, then move to the firm license once more than one person is reading the same clients.

See firm licensing
Why the record is worth trusting

Turnover cannot rewrite
what's already been signed.

Elapsed, attributed time is the one credential that can't be minted on demand, staffing change or not. Everything below exists to make that claim checkable by someone who doesn't trust us, which on this page includes you.

Append only

Entries are added, never edited or reordered. No write path into the past, for a consultant, the firm, or us.

Signed checkpoints

The ledger publishes signed checkpoints. Anyone can prove an entry existed at a point in time without our permission.

Attribution, not the firm's name

Every entry carries the name of whoever wrote it. The firm licenses the rail; it never becomes the author of a client's file.

Scoped per practitioner

Each practitioner on an account gets their own scoped, revocable grant. A firm license widens who can be granted access, not what's automatically shared.

Revocation is public

Every revoked grant publishes to a list anyone can read, including the count.

Verify without us

Published keys, a public revocation list, and signed checkpoints let a receiver verify a grant with our servers out of the loop.

On the record

The ledger runs through the company too.

2026-04-24Provisional patent filed on the continuity record, US application 64/048,624.
2026-08-06Practitioner mode rebuilt as the flagship: the standing brief, signed entries, the clean goodbye.
2026-08-09This page shipped: the firm and agency lane, linking the existing partners license to a client-owned record.
FAQ

The questions firms actually ask.

What is Pupul for firms and agencies?
A firm license that lets several practitioners at a consultancy, coaching collective, or agency read the same client base, on records the clients themselves own. When a practitioner leaves the firm, the client relationship's history doesn't leave with them.
How is this different from a seat-based agency CRM?
A seat-based CRM stores the client relationship inside the firm's account, tied to whoever holds the seat. Pupul's record belongs to the client. A practitioner leaving, or a seat being reassigned, never erases what the client already shared or what was signed into their file.
What happens when a consultant leaves the firm?
The client keeps their file, and every entry a departing consultant signed stays attributed to them inside it. The next practitioner on the account opens the same record instead of starting the relationship over.
How much does a firm license cost?
The firm license is $999 a month or $9,990 a year. Enterprise and white-label terms are quoted with an SLA, never self-serve. A firm can also start with a single practitioner seat free before licensing the whole roster.
Can the firm see everything in a client's file?
No. The client decides what's shared and with whom, the same as with a solo practitioner. The firm license changes who can read a shared file across your roster, not what a client is required to share.
Do clients need to re-consent every time a new practitioner joins the account?
Yes, by design. Each practitioner a client shares with gets their own scoped, revocable grant. Nothing is inherited automatically just because someone works at the same firm.
Is this the same product as a single practitioner uses?
Yes. The firm license is the same practitioner record and the same consent rail, licensed across a roster instead of one seat, plus an organization record for the firm's own roster and rotation.
Can a client revoke a firm's access?
Yes, at any time, for any reason, without asking the firm or us first. The revocation publishes to a list anyone can read.
Is this for therapy or clinical practices?
No. This is for coaching, consulting, and advisory firms. It's never for therapy, medical or mental health care, hiring, or any use where a record decides access to a job, care, or a protected outcome.
License the rail

Your roster can stop losing relationships when people leave.

Start with one practitioner seat free, or talk to us about licensing the whole firm.

See firm licensing Start with one seat free