Professional services
Client proposal drafts
We prepare proposal drafts from discovery notes, approved service descriptions, and supplied commercial terms.
Services in this workflow
How we put it to work
Step 1 of 3
Turn discovery into a clear brief.
AI organizes the client’s stated needs, constraints, and questions, separating confirmed requirements from suggestions raised during discussion.
Your teamConfirms the problem, scope, and client priorities.
Step 2 of 3
Build the proposed scope.
AI retrieves approved service material and drafts the scope and exclusions using only services and terms you have supplied.
Your teamConfirms delivery capacity, approach, and exclusions.
Step 3 of 3
Prepare the proposal for sign-off.
AI assembles the narrative, milestones, and supplied pricing in your format. Missing terms are flagged and unverified credentials are excluded.
Your teamApproves pricing, timelines, claims, and contractual commitments.
What your first engagement includes
- 01Review your setupConfirm existing features, data access, and system compatibility.
- 02Configure one workflowConnect the tools, define approvals, and handle exceptions.
- 03Test and hand overPilot on selected work, train your staff, and provide operating instructions.
