Turn opportunities into more revenue
Clients choose a package, sign once, and the work, billing and requests start themselves.
Clients choose. The platform does the rest.
- Accepted proposals auto-launch workflows and recurring billing
- Draft proposals and engagement letters in plain language with AI
- Client information requests sent the moment work begins
Proposals that pay for themselves
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Increase firm revenue
Good, better, best packages lift average revenue per client.
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Delight your clients
A clear, branded proposal they can accept from any device.
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Work smarter
No re-keying: scope, pricing and tasks flow straight into delivery.
Eliminate scope creep
- Tiered proposals with clearly defined services
- Tasks and deadlines generated from the accepted scope
- Reusable templates for every service line
- Built-in eSignature — no separate tool
Proposals that sell your firm
- Add your branding, video and attachments
- Explain the value of each package, not just the price
- Track opens and acceptances in real time
From signature to started — instantly
- Tasks assigned to the right team members on acceptance
- Client document requests sent automatically
- Recurring invoices scheduled from the agreed fees
Frequently asked questions
Can’t find what you need? Our team is happy to help.
Consistent scope and pricing, faster sign-off, and work and billing that start automatically.
Offering tiered options lets clients choose more value; many firms see a meaningful lift in average fees.
Yes. Start from prebuilt templates and save your own for every service.
Yes. Accepted fees create one-time or recurring invoices automatically.
Yes. Add video, PDFs and images to any proposal.
Ready to get started?
See it working with your own clients, workflows and billing setup.
- 30-minute personalized walkthrough
- Migration plan for your current tools
- Transparent pricing for your team size