Everything you need to win more work
Platform Capabilities
From first draft to final proposal. Here's what's under the hood.
Creating & Delivering Proposals
AI Proposal Builder
Win more work with AI-powered proposals. Upload any brief or requirements document and our AI quickly helps you to identify your best-fit consultants and crafts a compelling team narrative tailored to that client's needs.
Branded Proposal Sharing
Professional client delivery, simplified. Share polished proposals via secure, branded links with built-in expiry dates.
Client AI Assistant
Give clients instant answers about your team and the proposal. The AI assistant understands your team's experience and capabilities - extending your sales team's reach into every proposal.
Targeted Profiles
One-click generation. Create consultant profiles tailored to each client and engagement. No manual rewriting required.
Proposal Analytics
Data-driven insights for smarter proposals. See which profiles and content resonates the most with your clients.
Building Profiles
Profile Importing
Jump-start profile creation. Import from Word, PDFs, LinkedIn, or plain text to get the basics in place. Then enrich with project details and industry experience
AI Profile Review
Consistent quality, every profile. AI automatically validates profiles against your standards, catching gaps and inconsistencies before they reach clients. Whether you have 10 consultants or 1000
Profile Publishing Workflow
Ship quality profiles with confidence. Built-in review and approval workflows ensure only polished, approved profiles reach your clients.
Versioned Profiles
Full audit trail for peace of mind. Every change is tracked and stored, creating a complete history of how each profile evolves.
Team Projects
Save time with shared project content. When consultants update team projects, it notifies colleagues on the project to refresh their profiles keeping everyone's experience current and consistent.
Finding & Matching Talent
Natural Language Search
Find the right consultant in seconds. Ask questions naturally like 'Which consultants have experience with government digital transformation?' and get instant, relevant results
Smart Skills Matching
Search that understands your industry. We map how skills relate across contexts - searching for 'transformation' finds change management, and digital transformation experts. Our AI knows that 'containerisation' in IT differs from 'container logistics' in supply chain. After all, context matters.
Platform Foundation
Security
We don't believe in locking what should be baseline security features like SSO behind 'enterprise' plans. So we are committed to providing these features to all users, regardless of their subscription level for any plans we will offer.
Single sign-on (SSO) with Entra ID (Azure AD), LinkedIn, and Google are supported, with more coming soon.
Whitelabel Branding
Make it yours, completely. Full white-labeling with your brand, colors, and domain (proposals.yourfirm.com). Your clients will never know it's not built in-house.