Velor Workspace

Your VelorStrategy Workspace is structured around multipe rooms system—designed to help clients and experts manage real-time collaboration, file sharing, tasks, and milestone delivery from a single, centralized hub.

1- Tasks, Notes & Docs

Task Board

Track your personal assignments, weekly progress, and milestone tasks across active challenge engagements.

View Tasks

Engagement Notes

Capture private notes for your active collaborations. Draft ideas, track progress, or archive key insights throughout the engagement lifecycle.

Open Notes

VelorDocs

Capture and organize consulting documents across your active collaborations. Draft strategies, record insights, or share structured deliverables within your workspace.

Open VelorDocs

2- Project Management

Project Plan

Build and access the challenge project plan.

Build a Plan

Project Starter

Use this tool to frame your project’s purpose, scope, stakeholders, and plan before kickoff.

Start Project

3- Strategic Co-pilot

Ask Velora

Access your consulting co-pilot to support your engagement and your workflow.

Ask Velora

Consulting Templates

Access structured deliverable templates and examples to guide your engagement—from kickoff framing to final reports.

Activate Templates

Consulting Deliverables

Generate AI-powered drafts for consulting deliverables across strategy, operations, financials, and transformation projects.

Generate Deliverables

4- AI Sales Support

CRM Manager

Track and manage your client relationships, follow-up dates, engagement history, and pipeline opportunities in one place.

Go to CRM Dashboard

Meetings Prep

Schedule or manage your workspace meetings and invite collaborators directly via email.

Go to Meeting Scheduler

Sales Builder

Get tailored AI support to draft outbound messages, identify prospects, and refine your client acquisition strategy.

Go to Sales Workspace

5- Legal Confidence Toolkit

Contract Samples & Builder

Access 6 essential contract templates and generate your own customized legal agreements.

Open Contract Toolkit

Legal Support Hub

Explore legal resources, contract tips, and guidance on IP, payments, and risk management.

Visit Legal Hub

LegalCounsel – Advice / Q&A

Review contracts, get clause guidance or answers to your questions, and receive AI-powered legal insights across scope, IP, payments, and confidentiality.

Visit LegalCounsel