Project context
Projects can hold instructions and reference material for a body of work.
Claude connector
How to keep client context in Claude for every account
Claude Projects can keep instructions and knowledge inside a project for the people using it. Portable Delivery Intelligence adds each client's strategy, rules, priorities and approvals in 1 place. Every AI tool and every teammate on the account works from that source, while human review stays in control.
What Claude does well
Drafting and analysis
Claude can work through long inputs and help create client deliverables.
Team use
Teams can use shared project context inside Claude.
Where agencies hit the limit
The context stays inside Claude. Work in another tool or with another teammate can start from zero. Client decisions can also drift when the source is not shared across the account.
How the connection works
Add Claude as a connector. Load each client's strategy, rules, priorities and approvals. The team works from that context. Approvals stay human.
Setup in 3 steps
Connect
Add Claude to the client delivery system.
Load
Add the current client strategy, rules, priorities and approvals.
Run
Use live work to test the context and human approval steps.
Learn the system
Read how Portable Delivery Intelligence carries client context. Then see the agency capacity model.
Questions
Does Portable Delivery Intelligence replace Claude?
No. Claude stays in your stack. Portable Delivery Intelligence supplies the client context around the work.
Is this an official Claude partnership?
No partnership or certification is claimed. The install uses Claude as a connector in the agency's delivery system.
Do approvals stay human?
Yes. People review and approve work before it moves forward.
Can each client have separate context?
Yes. Each client gets its own strategy, rules, priorities and approvals.
Bring one client account.
We map where your team's time leaks.