Client Proposal Bot

The Problem

Writing proposals in professional services is slow. Partners and senior consultants spend evenings and weekends pulling together documents that borrow heavily from previous proposals anyway. The firm has years of past work, case studies, and pricing data, but it is scattered across drives, CRMs, and email threads. Every new proposal feels like starting from scratch.

Meanwhile, the proposal deadline is always tight, and the people writing them are the same people who should be doing billable client work.

How It Works

The agent analyses your past proposals, project outcomes, and client information to draft tailored proposal sections. It pulls in relevant case studies, suggests appropriate pricing based on historical data, estimates resource requirements, and structures the document to match your firm’s templates. Your team reviews and refines the draft rather than building from a blank page.

It integrates with project management and CRM platforms like Deltek, Salesforce, and Microsoft Dynamics to access the data it needs without manual extraction.

Winning More Without Working More

The real shift is that your firm can respond to more opportunities without burning out the team. When a proposal takes hours instead of days to assemble, you can be selective about where your senior people spend their time and they can focus on the strategic narrative and client relationships that actually win work.

If proposal bottlenecks are costing your firm opportunities, our consulting team can walk through how this works in practice for firms like yours.