More time for client work.
Proposals, research and reporting take hours that clients never see. We help firms take the assembly out of them.
Where it helps
Winning work
Proposal first drafts and pitch research, from your past work and approved templates.
Delivering work
Research, first drafts and client reporting, reviewed by the professional who owns them.
Running the firm
Knowledge, onboarding and invoicing, so less time goes to administration.
Example workflows
Jobs we can set up in the tools you use. Each is scoped to your organization.
Proposal assistantDRAFTS 3Audit proposalsentAdvisory retainerdraft readyTax reviewdraft readyfrom call notes and templatessent by the ownerSalesProposal assistant
Drafts a first proposal from the call notes and your approved templates.
Account researcherBRIEFS 4Company and sectorRecent newsPast work with the firmQuestions for the callfrom your CRM and public sourcesready before the callSalesAccount researcher
Prepares a brief on an account before a call, from your CRM and public sources.
Knowledge assistantASKED 24Where is the refund policy?Which plan includes single sign-on?How do I unlock an account?Can we waive the setup fee?to a personanswers with the sourceunsure goes to a personSupportKnowledge assistant
Answers staff questions from approved sources, and passes on the ones it can’t answer.
What we take into account
Client confidentiality
Each client’s information stays in the tools and permissions you approve.
Professional review
Anything client-facing is checked by a named person before it leaves.
Your methods
Templates and standards are the firm’s own, written into the instructions.
Ways to work with us
Tell us about your priorities.
Bring a business problem, a workflow or a plan. We’ll suggest a sensible place to start.