Client research that switches contexts as fast as you do

Consulting means holding three clients’ worth of context in your head and swapping between them on the hour. The research backing each engagement — industry reports, competitor pages, regulatory updates, the article that shaped your recommendation — tends to live wherever it landed: tabs, email, a deck appendix. Marqly gives that material a home that respects how consultants work: a board per client, automatic tagging so filing never eats billable time, and search that finds a source from whatever fragment of it you remember on a call.

A board per client, a library underneath

Marqly boards group links and highlights, and the engagement is the natural unit: everything backing the acme-corp pricing project sits on one board, the manufacturing-sector reading on another. Underneath the boards, your full library stays searchable as one pool — useful when a source saved for one client turns out to answer another client’s question, which happens more than anyone admits.

Saving costs one click from the toolbar, or one action for an entire diligence session’s tabs via the tab saver. AI tagging files everything on arrival; your own tags — client codes, workstream names — layer on where they help. The result is organization that survives busy weeks, because it doesn’t depend on you having any.

Triage the industry reading you’re paid to be ahead of

Clients pay for a point of view, and a point of view is built from reading volume no calendar actually accommodates. Marqly’s AI summaries compress the triage step: each saved report or article carries a summary, so Monday’s stack of sector news becomes a ten-minute scan, and only the pieces that matter get full reading time.

The highlighter converts reading into reusable assets. Mark the statistic, the framework, the quotable line — six colors and per-highlight notes let you flag “for the steering committee deck” on the spot. Highlights persist on the page and sync to your library, so proposal-writing starts from a bank of marked evidence rather than a rummage through PDFs.

On Pro, chat with your saved articles turns the library into a queryable brief: “what did my saved reports say about mid-market churn benchmarks?” is answered from sources you already trusted enough to save. Prepping for a client call from your own vetted research beats a frantic open-web search the morning of.

Find the source mid-call

Every consultant has lived the moment: a client challenges a number, you know the supporting report exists, and you have ninety seconds to produce it. Semantic search is built for that moment — it matches meaning across titles, content, and highlights, so “the study on procurement cycles in mid-size manufacturers” surfaces the save without the report’s actual title, which you were never going to remember. The side-panel library helps here too: search your saves next to whatever document you’re presenting from, without leaving the page.

Share curated links a client will actually open

Sending a client fifteen raw URLs in an email is a small act of hostility. Instead, share a board as a public page: the client opens one link in a browser — no signup, no portal credentials, no attachment — and sees your curated reading list, framed by your selection. It’s a low-effort deliverable that signals rigor between the real deliverables. It works on any device the client happens to have — the page renders like any web page, phone included. The caveat worth repeating: public boards are viewable by anyone holding the link, so they’re for curated reading and references, never for confidential analysis.

Between engagements, the archive keeps paying. A semantic query across everything saved for past clients in the same sector is often the fastest literature review available for a new proposal — research you already did, finally reusable instead of stranded in an old deck’s appendix.

Getting started

Install the extension in Chrome, Edge, Firefox, or Safari. Bring your existing research along — Marqly imports standard browser bookmark HTML exports plus Pocket and Raindrop.io collections — and let the AI tag the entire backlog in one pass, turning years of engagement leftovers into a searchable asset. Set up one board per active client, and from then on the maintenance cost is a click per source. The iOS app and web app keep the library reachable when you’re reading on the move between meetings.

Sign up free — no card required — at app.marqly.com.

Who this isn’t for

Marqly is a personal research organizer, and a solo one: there are no team features, so an engagement team can’t co-edit a shared workspace, and no client portal with permissions — public view-only boards are the whole sharing model. It won’t manage projects, track time, or store deliverables, and there’s no API to wire it into a firm knowledge system. Independent consultants and small-practice partners who are the bottleneck for their own research get the most from it; a large firm’s KM team should look at heavier infrastructure.