For Consultants & Agencies
Deliver more. Admin less.
Proposal generation, SOWs, client reporting, status portals—with approval workflows and audit trails.
Top use cases
Proposal builder from call notes
Generate proposal drafts from call notes and past case studies with firm-approved templates.
SOW generation with approvals
Auto-generate SOWs with standard clauses and mandatory approval workflows.
Client reporting automation
Pull metrics from source systems, assemble decks, and narrate results on schedule.
Status portal for clients
Self-serve client visibility so they stop pinging you for updates.
How it works here
1. Audit
Map your delivery workflows, identify time sinks, and prioritize automations with ROI estimates.
2. Sprint
Ship 1–3 automations with approval gates, monitoring, and audit trails.
3. Operate
Keep it running, handle tool changes, and add new automations as your practice evolves.
Typical starting point
Most firms start with a $2k–$5k audit and a $10k–$20k sprint.
See full pricing →Controls included
- Human approval for all client-facing deliverables
- Locked templates with version control
- Identity-linked change logs
- Access controls per client/project
- Rollback switch for every automation