STOP MANAGING YOUR CLIENTS ACROSS 5 APPS.
Import your existing Notion notes in seconds. Let AI handle the busywork while you focus on high-value consulting.
Lumoside puts everything in one place. Clients, briefings, notes, invoices, revenue—powered by AI to help you achieve more in less time.
"Most performance consultants are drowning in five different apps... Lumoside fixes this."
Founder Note
"I wanted to get into performance consulting. I had the skills, I had the drive — but I had no idea where to start, or which apps to use. How do you even keep track of who you've spoken to? I looked for a tool that could help me and found nothing built specifically for performance consultants. So I built it myself."
Clients pay for your expertise, not your ability to spend hours manually writing reports and emails.
Want to use AI but don't have time to learn it?
Lumoside provides AI-powered features built specifically for performance consultants—no setup, no learning curve.
AI Session Notes
Upload call transcripts, get structured notes with action items in seconds
AI Meeting Prep
Generate pre-session briefs with client history and team context automatically
AI Performance Reports
Weekly consultant performance summaries with actionable insights
Smart Briefings
AI-powered monthly briefings generated from your notes in 60 seconds
Product Showcase
Select a mode to preview the operating workflow.
And More...
The Efficiency Audit
Calculate your true operational cost. Most performance consultants are shocked by the result.
Your Projected Annual Revenue
$150,000 AUD
Lumoside Annual Cost: $948 (0.63% of revenue)
Your efficiency gain is practically free.
How Lumoside Compares to Your Current Stack
| Feature | Your Current Setup (5+ Apps) | Lumoside |
|---|---|---|
| Client Database | Notion/Excel (manual updates) | ✅Unlimited clients, auto-save, RLS security |
| Session Notes | Word docs/Google Docs | ✅AI-powered session notes from transcripts |
| Meeting Prep | Manual review of past notes | ✅AI-generated briefs with team context |
| Briefings | 2-3 hours in Word/Canva | ✅60-second AI generation, Outlook-native |
| Invoicing | Excel + PDF converter | ✅One-click invoices with tax calculation |
| Revenue Tracking | Manual spreadsheet | ✅Real-time per-client revenue dashboard |
| Calendar Sync | Google Calendar only | ✅Two-way calendar sync + AI auto-scheduling |
| Email Templates | Scattered in drafts | ✅60 high-status templates, Outlook-ready |
| Data Security | Hope for the best | ✅Row-level security, encrypted at rest |
The Result: 5+ fragmented tools → 1 operating system. 10+ hours saved per month.
Core Platform
Precision-engineered tools for high-stakes performance consulting.
Client Registry
Unlimited clients with secure vault for business details, contacts, and notes. 25 employee slots per client included.
Smart Briefings (AI-Powered)
Generate professional monthly briefings in 60 seconds using AI. Automatically pulls from previous notes per employee, synthesizes key points, and formats for Outlook delivery to directors.
Notebook
Three-pane note system with rich text editing, slash commands, and organised personal, general, and employee-specific notes. Import your Notion notes seamlessly — drag, drop, and they land straight into your notebook.
Call Tracking
Integrated calendar with custom time picker. Schedule check-ins and strategy sessions. Track completed vs scheduled calls.
AI Features That Save You Hours Every Week
Elite performance consultants don't have time to learn complex AI tools. Lumoside's AI features work instantly—no prompts, no setup, no learning curve.
AI Session Notes
Turn hour-long call transcripts into structured summaries with action items, progress notes, and next steps
AI Meeting Prep
Walk into every session prepared with auto-generated briefs showing client history, team context, and outstanding action items
Real-Time Performance Dashboard
Track active clients, employee utilization, revenue per consultant, and retention scores—live updates as your team works
Auto-Scheduling with AI
Configure meeting cadences per client, let AI find optimal time slots based on Google Calendar availability
All AI features included in your subscription. No extra cost, no usage limits.
Financial Control
Track revenue, create invoices, and measure efficiency in real-time.
Invoices
Create professional invoices in 60 seconds. Country-based tax calculation, bank details auto-fill, and one-click PDF generation.
Revenue Tracking
Per-client monthly rates with auto-calculated gross income. Track expenses and see net revenue. Lumoside cost automatically deducted.
Performance Metrics
Real-time dashboard showing active clients, total employees, utilization rate, and retention score. Time saved calculation included.
Efficiency Calculator
Live cost analysis showing Lumoside as a fraction of your revenue. Visual profit breakdown and annual projections.
Performance Consultant Tools
Advanced features that separate elite performance consultants from the rest.
Email Templates
60 high-status, blunt email templates for client outreach. Pin favorites, use placeholders, and open directly in Outlook.
Privacy Mode
One-click toggle to hide all employee names and client details. Perfect for presentations and screen-sharing with clients.
Referral Rewards
Refer another performance consultant, earn 3 months free or 25 extra employee slots for life when they take an annual plan.
Constant Updates and Improvements
We ship new features and refinements regularly. Your workflow gets better over time—no extra cost.
Built for Performance Consulting Agencies
Manage your entire team in one workspace. No per-seat pricing chaos—pay for what you use.
Team Dashboard
- Real-time view of all consultants' activity
- Client assignments and workload distribution
- Performance metrics per consultant
Auto-Generated Performance Reports
- Weekly reports every Monday morning
- Activity summary, top clients, suggested focus areas
- Email delivery to agency owners/managers
White Label Branding
- Custom logo and primary color
- Remove "Powered by Lumoside" branding
- Custom domain support (coming soon)
Bulk Client Assignment
- Assign multiple clients to consultants at once
- Team calendar with consultant filtering
- Client handoff workflows
Agency Pricing: $1,499 per month for a team of up to 10, and $99 for every extra team member.
Why Performance Consultants Choose Lumoside
One platform replaces 5+ apps. No fluff. Just execution.
Unlimited clients with 25 employee slots per client included
optional paid for monthly employee slots
Want a feature added or support for any reason? Contact us and we will look into adding your requested feature, and helping out wherever we can
Per-client slot allocation (not a shared pool)
Privacy mode for confidential screen-sharing
Auto-save everything—never lose work if browser crashes
Dark & Light mode
Real-time Supabase sync with row-level security
Feedback rewards: +3 free employee slots for life
Quick Import Notes Directly from Notion
AI-powered briefings, session notes, and meeting prep—no learning curve
Auto-scheduling finds optimal meeting times based on your calendar
Weekly performance reports generated automatically every Monday
Switch from Your Current Setup in Under 30 Minutes
From Notion
Drag and drop your workspace export. Notes land in your notebook automatically. No copy-paste, no reformatting.
From Excel/Google Sheets
Import clients via CSV. We map columns automatically. Revenue tracking starts immediately.
From Trello/Asana
Export tasks, upload, done. Task board syncs with your workflow.
Need Help? Book a free migration call. We'll handle the technical details while you focus on clients.
What You Get in Your Free Trial
Full access. No restrictions. Cancel anytime.
7-Day Free Trial
We'll email you a reminder on Day 5 before your trial ends. No charge until Day 8.
Your Data Is Safe
We take security seriously. Here's how we protect your client information:
We don't sell your data. We don't train AI on your notes. Your client information is yours, period.
Transparent Pricing
No hidden fees. No corporate games. Just clarity.
Monthly
Includes 25 Managed Employee Slots
$3 AUD Per Extra Employee Slot (across all clients)
7-Day Free Trial
Cancel anytime. No questions asked.
Yearly
Includes 25 Managed Employee Slots
$3 AUD Per Extra Employee Slot (across all clients)
7-Day Free Trial
Cancel anytime. No questions asked.
Frequently Asked Questions
Quick answers about Lumoside.
What is Lumoside?
How much does it cost?
Is there a free trial?
What is a "managed employee slot"?
How do the AI briefings work?
Where is my data stored?
Can I import my existing clients?
How do I contact support?
Is my data secure?
Can I use Lumoside offline?
Do you sell my data or client information?
What happens to my data if I cancel?
Can I switch between monthly and annual billing?
Do AI features cost extra?
Stop Juggling 5 Apps. Start Your Free Trial Today.
7 days, full access, no credit card required. If Lumoside doesn't save you 5+ hours in the first week, we don't deserve your business.
Join 100+ performance consultants who've replaced their fragmented workflow with one operating system.