Client-facing work

Every client’s links in one place, and one link to send them

Linkbry gives each engagement a folder, a note on every link and a clean read-only page to hand the client instead of another email full of URLs.

In short

Use Linkbry as the link layer of your consulting practice: a folder per client and engagement, a note on each link saying why it matters, a reusable library of frameworks and research, and a branded, optionally password-protected page per client so they always have the current deliverables. A solo consultant can start free (100 links); Pro is $10 a month per editor, and clients join as free viewers.

What it’s for

What consultants use Linkbry for

Week to week

How it works in practice

  1. 01

    Set up the engagement

    Create a client folder with a client-facing page folder and a sibling working folder, and restrict the working folder to the people staffed on the engagement.

  2. 02

    Send the kickoff page

    Share the kickoff folder as a branded page with the statement of work, timeline and access requests before the first meeting.

  3. 03

    Save research as you go

    Save sources in one click, keep the sentence that mattered with “Save page with selection as note”, and file frameworks worth reusing in the practice library.

  4. 04

    Insert and check before meetings

    Type ;; in Gmail, Slack or a web doc to insert the right link, and check share stats to see whether the final report was opened before the steering meeting.

  5. 05

    Hand over cleanly

    At the end, leave the page live, turn it off, or let a signed-in client copy the folder into their own workspace. Your notes don’t travel.

A Client Work folder in Linkbry with a subfolder per client and saved links to a proposal template, a master services agreement and a client feedback form.
01

Where a consultant’s links end up

No engagement starts with a link system. Links accumulate in whichever tool was open when someone sent them, and the cost shows up when you, a colleague or the client needs one back.

  • Buried in client email threads and meeting invites
  • Pasted into slide speaker notes and spreadsheet cells
  • “Final_v3” in the client’s Drive, and “final_v4” in yours
  • SharePoint and data-room links only one person has access to
  • Bookmarks on your laptop that nobody else on the engagement can see
02

Consulting knowledge management, without a knowledge-management project

Most firms don’t need a new knowledge base; they need the good material from the last engagement to be findable on the next one. Keep a practice library next to your client folders, tag it by industry, capability and deliverable type, and write in each link’s note when to use it. Search covers titles, URLs, descriptions, your notes and the readable text of saved web pages, so “that retail pricing benchmark” is one query away. Give important frameworks an owner and a review interval, and Linkbry shows them as due for review instead of letting them quietly go stale.

  • Nested folders for practice areas, clients and engagements
  • Tags for industry, capability, stage and deliverable type
  • A private note on every link, visible to your workspace only
  • Link owners and review dates for material that ages
  • A broken-link checker that flags sources that died or moved
03

A client portal for links, not another file portal

A Linkbry client page is a read-only list of links (and any files you upload), grouped by subfolder, with a search box. Give it the client’s name, a description, your logo and accent colour; add a password and an expiry date if the material is sensitive or the engagement has an end date. Documents stay where they already live (Drive, SharePoint, the data room), and the page is the one place that points to all of them. On Pro, a client page can also be served on your own domain, which we set up with you.

04

Keep each client’s work separate

Two ways to separate clients. Keep one workspace with a folder per client and restrict each folder to the people on that engagement, or (on Pro) create a separate workspace per client and invite the client’s team into it as free viewers. Either way, links can also be kept private to you, and a shared page never shows notes, archived links or private links. One thing to plan for: sharing a folder also publishes its subfolders, so keep internal working links in a sibling folder rather than a child of the client’s page.

05

Pricing for a consulting practice

Solo consultants can run on the Free plan: one person, up to 100 links, and client pages with passwords, expiry dates and your branding (the page shows a small “Made with Linkbry” footer). Pro is $10 per owner or editor per month, or $100 a year, with no link limit, more storage for uploaded files, the option to hide the footer, and more than one workspace. Clients, reviewers and read-only colleagues are free viewers, so a three-partner boutique pays $30 a month however many client stakeholders it invites.

06

When Linkbry isn’t the right fit

Linkbry is a library of links, not a practice-management suite. If you need invoicing, contracts, e-signatures, time tracking or file approval workflows in one client portal, use dedicated client-portal software and link to it from Linkbry. It doesn’t replace your document storage or version history, and it keeps the readable text of web pages for search rather than full archived copies.

A starting point

A starter workspace for a consulting practice

Share the client-facing folder, not its parent: every subfolder of a shared folder is published with it.

FolderWhat goes in itWho sees it
Practice libraryFrameworks, proposal examples, benchmark reports, industry researchYou and your associates
Clients / Northwind / Client pageKickoff pack, timeline, deliverables, dashboards, meeting notesThe client, via a branded, password-protected page
Clients / Northwind / WorkingSources, drafts, internal analysis, data-room linksThe engagement team only (restricted folder)
TemplatesSOW, kickoff deck, status-report and steering-committee templatesYou and your associates
Research / by industryMarket reports, articles, datasets, expert-call notesEveryone in the workspace
FAQ

Questions consultants ask.

What’s a good tool for consultants to share resources with clients?

Keep files where they already live (Drive, SharePoint, a data room) and use Linkbry for the links to them: one folder per client, published as a read-only page the client opens without an account. You can brand it, protect it with a password, set an expiry date and see views and clicks per link.

Can clients see my notes?

Not on a shared page: notes, archived links and private links are never shown there. If you invite a client into your workspace as a viewer, they’re a member and can see notes on the links they have access to, so for clients a shared page or a separate client workspace is usually the better choice.

Do clients need a Linkbry account?

No. A shared page opens for anyone with the link (and the password, if you set one). Clients only need an account if you invite them into a workspace or they want to copy the folder into their own.

Can I use my own domain for client pages?

On Pro, a shared page can be served on your own hostname, such as links.yourfirm.com. It needs a DNS change on your side and a step on ours, so we set it up with you rather than instantly.

How much does Linkbry cost for a solo consultant?

Free covers one person with up to 100 links, including client pages. Pro is $10 a month or $100 a year per owner or editor, with no link limit; clients you invite as viewers are free.

Can I keep one client’s links away from associates on other engagements?

Yes. Workspace owners can restrict a folder, and everything in it, to named members. Everyone else can’t see it anywhere: not in search, the ;; picker, exports or go links.

Give consultants one place for every link

Free for one person, with your bookmarks imported in a minute.

Client Resource Library for Consultants: One Link per Client | Linkbry