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First step

Add project sources.

Upload the client brief, transcripts, research, presentations and any other material you already have. You will select from these files when building the Evidence Map.

Create your first project

Client projects collect workshops, calls, evidence and strategy in one folder.

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Create a client folder

Workshops, strategy, calls and source materials will live here.

Project name Description Optional

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Project access

Share this project

Invite a Halo Lab teammate to edit workshops, strategies and source files with you.

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They will see the project after signing in with this exact email.

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Project files

Upload files to this project

Uploaded files stay in Files and can be reused in immersion, workshops and strategy.

Drop files here or click to browsePDF, documents, JSON, images and WEBM · up to 10 MB each

Choose one or more files to continue.

01 · Immersion

Build the Evidence Map

The selected documents are inventoried, facts are separated from claims and hypotheses, tensions are surfaced, and missing information is made visible. The strategy comes later.

Additional context Optional

Immersion documentsProject files are listed below. Select the materials to inspect.

Select the documents to inspect, then build the map.

Evidence Map

Strongest evidence

Tensions and unknowns

Workshop Assistant

Prepare a client workshop

The preparation separates evidence from assumptions, finds consequential gaps and builds the room with private speaker notes.

Workshop type P

Pre-Kickoff WorkshopConfirm context, scope and missing evidence

MoodboardAlign on prepared visual territories

Visual CollaborationReveal preferences before directions are designed

Brand Strategy WorkshopResolve positioning and messaging decisions

Additional client context Optional when project sources are selected

Selected project contextEvidence, previous documents and source files to use

Preparing workshopChecking project evidence…

Supported context

Questions to resolve

Project document

Project library

Add existing project context

Select Evidence Maps, workshops, strategies or uploaded source files. Nothing is duplicated.

Evidence Review

Review finding

Keep the evidence trail intact while correcting the strategist’s interpretation.

Finding

Evidence typeReview decision

Why it matters Strategist note Private

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