The AI workspace your NDA actually allows.
Client NDAs increasingly prohibit uploading work product to cloud AI tools. Advisor Prep Hero never sees your work: your files stay on your machine, and AI requests go directly from your machine to the provider you chose, never through us. Want to verify it yourself? See exactly where your data goes.
$948/yr ($79/mo billed annually), includes one practice pack. 30-day free trial, no credit card. Try it in your browser first, or claim the founding rate (30% off, locked for life) →
NDA AI Clauses Are Real
A growing share of enterprise client contracts now explicitly prohibit uploading work product to cloud AI tools. With a local Ollama model, nothing reaches any AI provider, the only path that cleanly satisfies an explicit no-AI-upload clause. With a cloud API key, prompts go to that provider's API directly; check your NDA's definition to confirm whether that counts as an upload before relying on this path for clause compliance.
Client Trust Is the Business
A consulting practice runs on the expectation that what a client tells you stays with you. Cloud AI training policies are a hard conversation to have.
M&A and Strategy Work Especially
Deal memos, competitive analyses, board materials. This is exactly the category of content that shows up in data breach disclosures. Keep it local.
The Consulting Practice Pack: 9 templates
Nine workflow templates built with input from practicing consultants, covering the deliverables independent consultants actually produce. Advisor Prep Hero outputs documents you can export to Word, PDF, or PowerPoint (export formats are expanding in V2). The pack is kept current. The app trial is available right now; founding-list members get the pack first at the founding rate.
Client Discovery Synthesizer
Turns your intake call notes and background research into a structured discovery brief: core problem statement, suggested scope options, and open questions. Sets up the engagement workspace from the start.
Confidential Research Memo
Takes your research notes and sources and formats them into a client-ready memo. Properly structured, clearly sourced, and ready to attach to the engagement file, all without leaving your machine.
Stakeholder Map Generator
Maps key players, interests, influence levels, and an engagement sequence from your interview notes. Surfaces the political terrain before you walk into the room.
NDA-Safe Slide Outliner
Structures a slide-by-slide presentation outline and an NDA compliance checklist from your notes. The full content stays in your workspace files; you control what goes into the actual deck.
Engagement Retrospective Builder
Captures what worked, what to do differently, and a net assessment at engagement close. Builds your internal knowledge base one engagement at a time.
Statement-of-Work Drafter
Structures a SOW from your engagement notes: scope, deliverables, timeline, assumptions, and exclusions. Legal clause placeholders (confidentiality, IP ownership, liability) are left for your lawyer-approved language. Produces a clean draft you negotiate from, not a finished legal document.
Each client or engagement lives in its own folder, and your work stays local to your machine. Per-client folder scoping and a cross-client warning are available in the app. Each AI session is scoped to the folder you set as active; an in-app warning fires if you navigate to a file outside that folder during a session. See how client data is isolated for the full architecture.
Your client work stays where your NDA says it should.
Want to verify it yourself? See exactly where your data goes.
No Advisor Prep Hero server in the path
When you run a workflow, the request goes from your machine straight to the AI provider you chose. No Advisor Prep Hero server sees it. Run a local model and nothing leaves your machine at all; use a cloud key and the prompt still goes to that provider, never to us.
Documents you export
Every workflow produces a Markdown document saved in a folder you control. From there you export to Word, PDF, or PowerPoint and finalize in whatever tool your client expects. The source file stays local in your engagement archive.
Your keys, your costs
Bring your own Claude, OpenAI, or Gemini key. You control what you spend. Advisor Prep Hero charges once at purchase, not monthly.
How Advisor Prep Hero compares to the AI you already have
As an independent consultant, your AI options are usually ChatGPT or Claude, Microsoft Copilot if you're on 365, and a tool like Gamma for decks. Here's the honest comparison, including where they beat Advisor Prep Hero.
| Capability | Advisor Prep Hero | Microsoft 365 Copilot | Gamma | ChatGPT Plus |
|---|---|---|---|---|
| Runs fully on your machine, nothing leaves, with a local model | Yes, with a local model | No | No | No |
| Honors a strict "no AI upload" NDA clause, with a local model | Yes, with a local model | No | No | No |
| Keeps each client's work separated | Yes (per-client folders) | No | No | No |
| Your email, imported and searchable on your machine | Yes, local import and search across M365, IMAP, Gmail | Reads your Outlook in Microsoft's cloud | No direct email import | No (any email sent to ChatGPT goes to OpenAI's cloud) |
| Turns work into a finished, designed deck | Outline plus basic export | Yes, real slides | Best-in-class | No |
| Your files stay on your own computer | Yes | No | No | No |
| Typical cost | $948/yr + your own AI usage | Approx. $18-30/mo (check current pricing) | Approx. $9-18/mo (check current pricing) | Approx. $20/mo (check current pricing) |
Competitor pricing and features are approximate, as of 2026; check each vendor for current details.
Gamma and Copilot make a polished deck far better than Advisor Prep Hero does today. If your only job is a beautiful deck fast, use them. The honest play: do your client-discovery synthesis, your confidential research, and your slide outline in Advisor Prep Hero, where the work stays private, then build the final visual deck in Gamma or PowerPoint.
ChatGPT Plus and Claude Pro train on your conversations by default, and even the enterprise tiers and Copilot still send your client's material to a vendor's cloud. If your NDA says no uploading work product to AI services, only a local model honors that literally. Advisor Prep Hero is the one that can do that. Run a local model and nothing leaves your machine at all. Use a cloud key and the prompt goes to that provider, but never through Advisor Prep Hero.
Simple pricing.
- All core features
- Local-first AI workspace
- BYOK: Claude, OpenAI, Gemini, Ollama
- Files stay on your machine
- No practice pack
- Mac, Windows, Linux
- Single seat
- All core features
- One practice pack (Consulting), built with practicing consultants
- Bring your own API key
- Files stay on your machine
- Pack updates and security patches included while subscribed
- Windows, Mac, Linux
- Minimum 3 seats
- Everything in Professional
- White-label templates for your firm
- Email support priority
Or download free for 30 days, no card, no account required. The app trial is available now; practice packs are built with practicing consultants; founding-list members get them first at the founding rate (30% off, locked for life).
Plus your AI provider costs: you bring your own API key, so AI is billed directly by Anthropic, OpenAI, or Google, typically $5 to $15 a month for moderate use (and $0 if you run a local model). Estimate your cost.
Advisor Prep Hero is an independent, paid product. Because everything is plain files in a folder you chose, your work is never hostage to us: if Advisor Prep Hero disappeared tomorrow, your engagement archives stay exactly where they are, readable in any text editor. Back them up the way you back up everything else.