As an IT consultant or external data protection officer you guide companies through a field full of deadlines and records – yet your own knowledge is usually scattered: client data in your inbox, audits in folders, open measures in your head. snori brings it all into one place and gives every engagement a clean structure that already exists before you begin the first audit.
When audits, measures and deadlines spread out
Between review, rollout and ongoing support you juggle dozens of small facts: where does this engagement stand – audit, rollout or sign-off? Which measure is open, which appointment is next, which record is still missing? When those threads live across WhatsApp, docs and calendar, you lose time searching – and, in the worst case, the overview of a client waiting for your sign-off. That quietly erodes the reliability a data protection consultant lives on.
How snori sets up your advisory day
You create a workspace, pick the IT & data protection consulting template world – and your space is filled. Not a blank page, but a thought-through foundation: prospects, clients, advice packages, meetings and an "engagements & milestones" table that shows you per engagement what is running: audit, rollout or sign-off. snori orders and documents your advice – the legal assessment stays with you.
The pages snori creates for you right away
- My business – positioning, brand profile and approach as the foundation
- Offers & advice packages – audit, external DPO, IT check, per package in a real table
- Prospects – every enquiry with status and next step, plus a first-meeting guide
- Clients – one profile per active client for the thread
- Engagements & milestones – audit, rollout, sign-off at a glance
- Meetings – a minutes template and the chronicle of your appointments
- Tasks & steering – everything open in one place
- Marketing & content – a content plan and key messages
- Documents – shareable questionnaires, checklists and your own legal texts
Your AI helps out – only as far as you allow
Connect ChatGPT, Claude or another AI directly to your advisory workspace. It can then summarise the state of an engagement, find clients with open measures or build texts from your positioning – but strictly within the limits you set. Your AI can never do more than you can: for each area you decide whether it may only read, add to, or touch nothing at all. And because snori versions every change, nothing is lost when you experiment. You can also use snori entirely without AI – the connection is an extra, never a requirement.
Share action plans and reports with a link
An action plan for the client, an audit report, a data protection intake form for your website: in snori you turn any page into a shareable link – with no account needed for the recipient and without exposing the rest of your workspace. You add your own logo, hide the snori note, protect it with a password or expiry date, and see in the overview how often it was opened in the last 24 hours, 7 or 30 days. An intake form as a form even adds the answers to a list automatically.
Secure, German, nothing gets lost
In data protection consulting especially, where your own data sits matters. snori stores your content encrypted in an ISO/IEC 27001-certified data center in Germany, two-factor sign-in is mandatory, and every page can be rolled back to an earlier state. Deleted items sit in the trash for 30 days. So you work with peace of mind – even when an AI is writing alongside you.