Workflows
Use specialized workflows to scope, price, and run client engagements.
Client lifecycle
Leads pipeline
Capture, qualify, and nurture prospects until they are ready for pricing.
Review · 4 stepsF
Pricing Engagements
Scope, price, and send proposals — including scope changes and updated proposals for existing clients.
Output · 5 stepsF
New client onboarding
Stand up a new engagement: full scope capture, AI-assisted pricing, and save as client or prospect.
Output · 6 stepsF
Diagnostic review
Assess a prospect's books, document findings, and price the remediation roadmap.
Review · 3 stepsF
Import existing client
Migrate a signed client from legacy contracts and spreadsheets with AI-assisted scope extraction.
Review · 3 stepsF