Proposals, document checks and budget reviews draw on expertise your firm already has. We turn that know-how and your written procedures into AI workflows the team can use, with drafts prepared in the ChatGPT, Claude, Copilot or Gemini you already pay for.
Built for the AI you already use.
Claude
Copilot
Gemini
Illustrative examples.
Win and start the work
Bring the opportunity record, scoping notes and relevant past proposals. Get a draft in your format, with staffing and fees prepared from your agreed rules and missing information listed. The accepted proposal can then inform draft engagement and billing setup records.
Gather what the team needs
Bring the client’s files and your checklist. Get present and missing items with source references, plus a request drafted in your firm’s tone. Your associate starts with a clear follow-up list.
Watch the engagement
Bring timesheet exports and engagement budgets. Get the comparison calculated in code, overruns with the entries behind them, and draft invoices based on approved time.
Handle the extra request
Bring the client’s request, agreed scope, fee schedule and affected time entries. Get a draft additional-services notice that sets the request beside the agreement and flags questions for the principal.
A strong past proposal. The checklist for a particular client. The questions your principal knows to ask. We use your SOPs and your people’s experience to build a workflow around how your firm works.
The responsible professional defines the result and judges the tests. AI prepares the drafts and checks; your people approve the advice, pricing, scope and client communications. Your team receives the workflow and the notes to run and change it.
We build with invented engagements, then observe your team testing real work in your own workspace without keeping copies. Your firm confirms the information approved for that workspace.
You have a written procedure
One agreed procedure built into an AI workflow, tested and handed over with notes. Three days once your procedure, examples and workspace are ready. Five business days of defect support after handover.
The know-how needs capturing
We capture one team's procedures and build one priority AI workflow. About two weeks from the first interview, with handover notes and ten business days of defect support after handover.
Introductory offers for converting existing workflows, once per client. Both use files and exports in your existing workspace. You can also start with a broader implementation or build a new capability. Integrations and ongoing development are scoped with you.
Bring a proposal, a checklist or a recurring engagement task. We'll help you turn that expertise into something the wider team can use.