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The problem with high stakes sessions
Advisory work runs on decisions. In a single working session you might agree on a direction, kill an option, reassign an owner, set a deadline, and surface three risks that need a follow up. By the time the call ends, your client has a lot to act on and so do you.
Capturing all of that by hand is the part that quietly costs you. You either type notes during the session and lose the room, or you write the summary afterward when half the nuance has already faded. Either way the follow up gets shorter and later, and your client is left to reconstruct what was decided from memory.
How Slide writes the session summary for you
The core of Slide Practice is simple: it writes your client session summaries for you. With your client's consent, you record or upload the working session. In about a minute, Slide drafts three things for you to review:
- A session summary of what was decided and recommended, in plain language, so nothing from the session gets lost.
- The owners and next steps, pulled out and listed clearly, with each commitment tied to a person and a date.
- A client follow up email ready to send, so your client has the decisions, recommendations, and next steps in writing before the call has even cooled.
You read it, fix anything you want, and send. The ten minutes you used to spend writing the recap becomes a two minute review. That is the whole pitch, and everything else on this page is secondary to it. You can read more about AI session recaps and how they work.
Consent comes first
Recording is consent first. You ask your client before you record, and you decide what is kept, shared, or deleted. Your clients and your data belong to you. Slide is built so the recording serves the engagement, not the other way around.
A sample session summary
Here is the kind of summary Slide drafts for you to review after a session. It is an illustration, not a real client. You edit anything you want, then it is ready for the client portal and the follow up email.
Sample session summary: strategy engagement, week 4
Decisions made. Agreed to prioritize the enterprise segment for the next two quarters and to pause the mid market pilot until the revenue model is revised. The three tier pricing structure is approved in principle.
Recommendations. Tighten the pricing tiers from five down to three, and move the renewal motion sixty days earlier so it lands before budget season.
Owners and next steps.
- Finance to deliver the revised model by Friday.
- Head of sales to draft the new tier sheet before the next session.
- Founder to confirm the hiring plan for the enterprise pod.
Commitments tracked. Revised model by Friday (finance), tier sheet next week (sales). Both carried forward to the next agenda so nothing slips.
Progress on the engagement. The segmentation decision is now closed, the pricing workstream is ahead of plan, and the hiring plan is still open from week two.
Outcomes you can see across engagements
One session summary settles a single meeting. Across an engagement, the trail of them is where the real value sits. Slide tracks the decisions you make with each client, the commitments people take on, and how each engagement is progressing, so momentum over sessions is something you can both see rather than something you try to hold in your head. That is the outcomes layer of your practice: a clear record of what was decided and what moved, session by session, that you can open before each call.
Built around the work, not just the summary
The session summary is the reason most consultants come to Slide. A few supporting features make the rest of the engagement lighter:
- Booking on one shared link. Clients pick a time without the back and forth. One link does it.
- A private client portal. Each client has one calm place to see their session summaries, decisions, next steps, and history. Learn more about the client portal.
- Flexible rates. Set the rate tiers that fit different clients and engagement sizes, and keep all of what you charge.
- Programs and multi session engagements (coming). Soon you will group a series of sessions into a program so a longer engagement holds together.
Your sessions and client contact, logged automatically
Every session you run in Slide is logged for you, with the date, the client, and the time on the work. Alongside it, Slide keeps an automatic client contact log, so you have a running record of who you met and when without keeping a separate spreadsheet.
When it is time to reconcile billable hours, prep for a steering meeting, or write a status update, the record is already there. You are not stitching the history of an engagement back together from your calendar and your inbox. The log is built as you work, one session at a time.
An honest comparison
Slide is the newcomer next to the consulting and CRM stacks you already know. It helps to be clear about where it fits in an advisory practice and where an established tool may serve you better today.
| What you need | Slide Practice | Established consulting and CRM tools |
|---|
| Writing session summaries for you | Records or uploads, then drafts the summary, decisions, owners, and follow up in about a minute | Usually manual notes and templates; writing the write up is on you |
| Booking and a client portal | Included, kept simple and focused | Often deeper and more configurable, with years of refinement behind them |
| Pipeline and project delivery | Not the job; Slide is the session and follow up layer, used alongside your tools | Many cover pipeline, projects, and reporting in one place |
| Collecting client payments | Not yet a processor; you invoice your own way with your existing tools | Many handle invoicing and payments natively today |
| Cut of what you earn | No commission, ever | Varies by tool; some take a fee or bundle payment processing |
| Track record | New and live, few public customers yet | Established, with large user bases and longer histories |
If you need a full CRM, invoicing, and a long feature list under one roof today, a mature tool may be the better fit right now. If the thing eating your evenings is writing up what was decided in each session, that is exactly what Slide was built to take off your plate.
Pricing that respects your margins
Whether you bill day rates, retainers, or fixed fees, Slide takes no commission, on any plan. What you invoice your clients is yours to keep. Every new account starts with a 7-day Pro trial, no card. Plans run Starter at $14.99 a month, Pro at $29.99 a month (the best value), and Max at $49.99 a month. Add ons are pay as you go: Auto Join is $1.99 per session and extra session summaries are $0.99 each. Your own Slide subscription is billed through Paddle, our merchant of record. You can see the full breakdown on the pricing page. There is no per seat trap and no cut on your day rate.
Where things stand, honestly
Slide Practice is built by a team of three, founder-led from Manila. We come from a business and software background, which is why the product sticks to the practical mechanics of running an advisory practice and leaves the substance of the work to you. It is live, and founding access is open now. The founding group is capped at 30 members, who get Pro at $19 a month for their first 12 months, then $29.99.
One thing to be clear about: Slide is practice software for the session and the follow up, not a CRM, a project management suite, or a billing platform. It does not run your pipeline or deliver your projects. If you need those, keep your existing tools and let Slide handle the part it is built for: your session summaries, client follow ups, booking, and a private client portal.
How does recording work, and is it consent first?
You record or upload a working session, and Slide drafts the session summary, the decisions and next steps, and a client follow up in about a minute for you to review and send. Recording is consent first. You ask your client before you record, and you stay in control of what is captured, kept, or deleted. Your clients and your data are yours.
Does Slide replace my CRM or project management tool?
No. Slide is the session summary and follow up layer for your engagements, not a CRM or a project tracker. It captures what was decided in each working session, the owners and next steps, and the follow up to the client. You can keep using your CRM or project tool alongside it for pipeline and delivery.
Does Slide Practice collect client payments for me?
Not yet. Slide is not a payment processor or marketplace, so it does not collect client payments for you. You still invoice and collect your own way, with your existing tools, for now. Your own Slide subscription is billed separately through Paddle, our merchant of record.
Who owns my notes and client data?
You do. Your notes, your client list, and your session data belong to you, and you decide what is kept, shared, or deleted. Slide is built so the record serves you and your client, and you can export or remove your data when you want to.
How does the 7-day Pro trial work?
Every new account starts with a 7-day Pro trial, with no credit card required. You get Pro features while you try it on real engagements, with 5 AI recaps included in the trial. After the trial you can choose Starter at $14.99, Pro at $29.99, or Max at $49.99 a month, and founding members lock in Pro at $19 a month for their first 12 months.