The Lorinks platform

Capabilities reference.

Four surfaces, one platform. The full picture of what Lorinks does for your client work, surface by surface.

Surfaces
4

Meetings, documents, Command Center, and the client portal — one cohesive flow around the consultant’s week.

Meeting item types
5

Actions, decisions, questions, risks, and additional notes — every kind of signal a client conversation produces.

Document types
3

Contracts, SOWs, and proposals — the agreements that anchor every commitment Lorinks tracks.

Portal access levels
2

Viewer and collaborator — your stakeholders see only what you decide is theirs to see.

01

Meetings

Voice and text in. Structured intelligence out.

Two ways to add a meeting — drop in a transcript when one exists, or type your own log when the conversation happened somewhere there wasn't a recorder.

Path A

Transcript upload — drop it in, get structure back

Export your transcript from Zoom, Teams, or Meet and drop it into Lorinks. The platform reads the conversation and surfaces five kinds of items that matter to client work — action items with owners and due dates, decisions with the people who made them, open questions awaiting answers, risks flagged by severity, and additional pointsworth tracking that don’t fall into the other four buckets.

Every extracted item carries the exact quote it came from, the speaker who said it, and the meeting it belongs to. Click any item to audit it against the source — nothing floats without an anchor. From the moment the meeting is processed, the items are usable in every other surface: the Command Center, the client portal, and the email composer.

Drop transcript
Lorinks reads
Structured items appear
Use in Command Center
Path B

Manual log — for meetings that weren’t recorded

Not every meeting produces a transcript. The corridor conversation. The Friday fifteen-minute standup. The call in a client’s conference room. The manual log lets you type a one-line summary, then add items by hand — same five types: action, decision, question, risk, additional. Each item takes an owner and a date where relevant (due date for actions, resolution date for questions, address-by date for risks).

Manual logs share everything downstream with transcript meetings. Same Command Center destination, same portal flow, same email composer. Items you mark visible in the portal show up there on the next refresh.

02

Documents

Contracts as structured commitment data.

A document in Lorinks is not a reading surface. It's structured commitment data — who owes what, by when, on which clause — that surfaces alongside the work from your meetings.

Upload

Three document types Lorinks treats as authoritative

Lorinks scopes extraction to three classifications: Contract, SOW, and Proposal. Other documents you upload (meeting attachments, briefs, decks) are kept as reference material but aren’t treated as sources of authoritative commitments. The point of the constraint is signal-to-noise — only the documents you’ve actually signed or formally exchanged become authoritative commitment data.

Upload document
Classify type
Commitments extracted
Surface in Command Center
Output

Commitments anchored to source clauses

For each authoritative document, Lorinks extracts the commitments — who owes what, by when, on which clause. The platform is opinionated: it focuses on commitments, not on summaries, boilerplate, or stylistic content. Every extracted commitment is anchored to the exact clause in your document that produced it; if the platform can’t find that clause in the file, the item never reaches your screen.

Document commitments don’t live on the document — they surface in your Command Center, sitting alongside the items from your meetings as the reference layer for the engagement.

03

Command Center

The synthesis surface.

Every meeting and every document for a client converges on one screen. Designed for sixty-second scanning before a call.

Layout

Anchor strip, scoreboards, sections

The Command Center opens with a meeting anchor strip at the top — the most recent meetings for this client, ordered by date, one click away. Beneath the strip sit three stat cards: Action Items, Questions, Risks — each counting the outstanding items in that category across the entire client relationship.

Below the stats, collapsible sections hold the actual rows. Items show owner, due date, severity, and a back-link to the meeting that produced them. Click any item for the full detail view: source quote, speaker, conversation, dispositions taken so far.

Continuity

Since-last-meeting rail

The since-last-meeting rail is a separate, collapsible section above the main item lists. It shows what changed since your last call with this client: new commitments made, items closed, scope discussions that didn’t exist a week ago. Once you’ve scanned them, a single mark-all-reviewed action clears the rail. It comes back at the next meeting.

Dispositions

Per-item state lives on the item

Every item — actions, decisions, questions, risks — has the same disposition model: an unmarked default, plus two outcome states (Done and Invalidated). Dispositions live on the item, not on a global mode toggle. That means each meeting can change the state of an individual item without affecting the rest of the surface.

04

Portal

Where your clients see the work.

A surface your client opens because it’s simple. A surface you trust because every word in it was approved by you.

Engagement

The collaborator gets ownership, not noise

The portal’s engagement model is built around contribution where the work is owned. By default, a portal collaborator can comment and acknowledge on the action items, questions, and risks assigned to them — not on every item in the engagement. The principle is simple: everyone focuses on their own work. The client sees the same item ledger the consultant sees, but with comments and acknowledgments concentrated on the rows they personally own.

On their own items, a collaborator can mark On it in one click — an acknowledgment chip that becomes visible to every viewer in the portal in real time. The consultant sees the same acknowledgment as a notification inside Lorinks.

If a senior stakeholder needs to weigh in across the engagement rather than only on their assignments, the consultant can enable cross-item commentingfor that stakeholder. It’s a per-stakeholder option, not the default — focus stays the default, breadth is the exception.

Access

Two access levels for the portal audience

Each stakeholder is invited at one of two access levels. Viewer is read-only — they can see items but not comment. Collaborator can comment on the items they own, following the engagement model above. Invitations are sent by email; the stakeholder clicks through, no password to set, no signup form to fill. If the invite expires, a single regeneration produces a new one.

Editorial

AI-ghosted — you approve every word

Lorinks AI helps with drafts: pre-meeting briefs, opening lines for outbound update emails, visibility suggestions on newly-extracted items. But the consultant approves every word before any text reaches a stakeholder. Stakeholders never see “generated by AI” copy — they see what their consultant wrote, anchored to canonical items they can comment on or acknowledge.

AI drafts
Consultant reviews
Approves or edits
Stakeholder opens portal