Proposals, client reporting, meeting prep, content. Configured for the way your firm actually delivers - your services, your voice, your team.
Every workflow is configured to your client base, your service mix, and how your firm actually delivers.
Turn a discovery call into a polished proposal in minutes - pricing, scope, timeline, all formatted to your brand standards.
Auto-generate status updates, monthly reports, and deliverable summaries so clients always feel informed without you spending hours writing.
Pre-meeting briefs on clients (history, open items, recent context) plus auto-drafted action items and follow-ups after every call.
Sort client requests by priority, flag what needs attention today, and draft routine responses so you focus on actual work.
Articles, case studies, thought leadership content, and client communications in your firm's voice - on demand, ready for your review.
Market snapshots, competitor analysis, and industry context for client engagements - sourced and summarized automatically.
Turn raw call recordings or notes into structured briefs covering goals, pain points, and proposed scope.
Auto-draft client onboarding documents, statements of work, and engagement letters from a discovery summary.
Live status of active engagements, deliverables, and deadlines so nothing slips and clients always get updates on time.
Codify how you run discoveries, propose work, and deliver engagements - so AI follows your standards, not a generic template.
From booking to fully operational - in one session. No six-week implementation plan. No consultant on retainer for months.
15 minutes. We map out exactly what we'd build for you - specific to your operation. No generic pitch, no slide deck.
In a 2–3 hour session, we install Cowork, connect your apps, and build your top workflows live - built around how your business actually operates.
We run a real task end-to-end before we wrap - actual document, actual draft. You leave with proof it works, not a tour.
"Proposals used to take me half a day. Now they take 20 minutes - and they’re better, because the AI catches things I would have missed when I was tired. The discovery brief alone is worth the entire engagement."
The five we get asked most. If you have others - that's what the free 15-minute call is for.
Especially well. The Solo tier ($1,500) is designed for individual professionals. Most solo consultants see the proposal and reporting workflows pay for the session within the first month.
Yes - that's the Business tier or Team tier. We set it up for the whole team in one session, with custom playbooks for how your specific firm runs engagements.
Yes. During the session we feed it samples of your existing content and proposals so the output sounds like your firm - not generic AI-speak.
Yes. Cowork's privacy and security settings are configured during the session so client data stays inside your environment.
The retainer covers monthly office hours to add new workflows as your firm evolves - new service lines, new clients, new templates. Most consulting firms choose Growth ($1,000/month) so they keep building.
Start with a complimentary 15-minute briefing to map out what we'd build for your operation - or engage directly from $500, guaranteed.
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