The proposal is late again because a partner had to write it from scratch.
You run a consulting, accounting, or agency firm where the work is only as good as the people doing it. Those same people lose their week to proposals, status decks, and client updates that get rebuilt by hand every time. The knowledge to do it faster already lives in your firm. It is just scattered across drives, inboxes, and everyone's head.
Qualification, scoping, drafting, approvals, and handoff
Month-to-month implementation, cancel anytime
Firm-level systems or client-facing delivery workflows
Where the week actually goes
The proposal that eats a partner's weekend
A new pitch goes out and a partner rebuilds it from the last one they can remember. The scope, the pricing, the case examples, and the sign-off all live in different tools and different people's heads, so pulling them together is a manual hunt every time. The client waits, and the most expensive person in the room spends Saturday on formatting.
Nobody trusts the status until the meeting
Progress, risks, blockers, and staffing only become clear after a status call or a report someone stitched together the night before. Between those meetings, the honest answer to "where are we on this client" is a shrug. By the time a problem shows up in a deck, it has usually been a problem for a week.
The answer exists, but nobody can find it
Your firm has already done the research, written the memo, and learned the lesson. But it is buried in a folder from two years ago under a client name nobody remembers, so the team writes it again from scratch. You pay twice for the same thinking.
So the instinct is to go buy a tool. That is usually the wrong first move. The tool does not know your scope templates, your rate cards, or which partner signs off on what, so the work still gets rebuilt by hand around it.
What a month of this looks like
Proposals
Today: a proposal starts from whatever the last partner remembers. Someone digs through CRM notes, discovery calls, old proposals, and the rate card, then rebuilds the scope and pricing from memory before anyone can even review it.
After a month: drafting starts from your own evidence instead of a blank page. The partner opens a draft that already pulls the right past proposals and rates, edits instead of writes, and hands delivery a kickoff pack with scope, assumptions, and owners already in it.
Client updates
Today: the weekly client update gets built by hand from project tasks, meeting notes, and whatever the team remembers to flag. It goes out late, and half the effort is chasing people for the current status.
After a month: the update builds itself from work your team has already logged. Risks and decisions are captured as they happen, so the recurring note is a review-and-send instead of a write-from-nothing, and the partner trusts it because they can see where every line came from.
Reusing past work
Today: finding a relevant precedent means asking around and hoping someone remembers the engagement. Prior deliverables, research, and templates exist, but they are scattered and half of them are stale.
After a month: your team searches past work in one place and gets an answer with the source attached, checked by someone who knows the material. A research brief or a case example comes back in minutes, and the judgment stays with the expert.
How we actually work
Map the workflow
We sit with the people who own the work and trace where a proposal or a client update really starts, where it gets reworked, and what decision is waiting on it.
Decide who checks what
Before anything ships, we agree on the source of truth, the templates, and who signs off on what goes to a client. Nothing leaves the firm without a named human review.
Build the tools your team opens every day
We build the drafting workspace, the status view, or the search your team will actually use, wired into the CRM, project tool, and drives you already have.
Tune it with the people who use it
We watch the team use it on real client work, cut the friction, and only then move to the next workflow worth rebuilding.
Where AI fits
AI does the first draft and the digging. It drafts proposal sections and status commentary, searches your prior work for the right precedent, turns a call or a document into a short brief, and flags a delivery risk before it becomes a surprise. It does not send anything to a client and it does not give the advice. Your partners and experts still decide what is right; the AI just gets them to a good first draft faster.
Guides for the workflows we keep fixing
If you want to see how we think before you talk to us, each guide walks through one of these workflows the way we would fix it with you.
The systems we plug into
We work with the tools your firm already runs, not a new platform you have to migrate to. Most of the friction lives between them anyway.
Client confidentiality is the constraint we build everything around. Your workflows respect client boundaries and permissions, and the sensitivity of prior work is never assumed away.
It is month-to-month, starting from $4,000/month, and you can cancel anytime. We take one workflow at a time, the one costing your seniors the most hours, and we do not ask you to sign a big multi-year program to get started.
Common questions
Which workflow should we start with?+
Usually the one costing your seniors the most hours: proposals and SOWs, client onboarding, delivery status reporting, knowledge search, utilization reporting, or a client dashboard that cuts partner follow-up. We pick the first one together, based on what is worth the most, what the data can actually support, and what we can ship fastest.
Is this for partners, operations, or the delivery team?+
All three, depending on the workflow. Some of what we build helps leadership see pipeline, staffing, and delivery risk. Some helps client-facing teams get proposals, research, and reports out with less manual effort. We start where the pain is loudest.
Where does AI actually help here?+
On the drafting and digging your seniors do by hand. It writes a first proposal section from your own past proposals and rate card, pulls the right precedent out of work the firm has already done, and turns a client call into a first-pass status update. Your partners and experts still decide what is right and what reaches the client; AI just gets them to a solid draft faster.
Tell us the workflow your team keeps rebuilding by hand
Tell us where proposals, delivery, reporting, or knowledge still run on manual effort. We will pick the first workflow worth rebuilding and tell you what it would take.
We reply within 1 business day. No sales ambush.
Rather score the workflow yourself first? Run the workflow calculator.