The reliable spine
The reliable spine is deterministic: the pursuit pipeline with named owners and next-action dates, the approved credentials-and-proposal library, and the integration that feeds pursuit value into the engagement-profit view.
Professional Services (CA, Law, Consulting)
Proposal, credentials and pursuit pipeline
Pursuits live in a rainmaker partner's inbox, so the firm cannot see what is in flight, what its win rate is, or which client relationships are quietly going cold. Every proposal is rebuilt from scratch by copying the last one someone can find, so pitches are slow and inconsistent, and work is lost simply because the response was late or thin. The firm flies on the founder's gut, not on a tracked pipeline with owners and dates.
Who has it
Advisory and consulting firms have it as the signature need; law firms in legal pursuits and panel pitches; CA, accounting and tax firms and company-secretary and compliance practices where the firm chases advisory or larger engagements. The single biggest front-office leak for advisory-led firms.
What we build
One simple pursuit pipeline that funnels every lead (website enquiries, referrals, RFPs, existing-client cross-sell) to a named owner with a next-action date, so a warm lead cannot quietly die and the relationship survives a partner's leave. Plus one approved credentials-and-proposal library, with an AI first-draft step that assembles a first-cut response from the firm's own material against the RFP. The pipeline view feeds the engagement-profit dashboard, so the firm sees not just what it is chasing but what each pursuit is worth.
What is automated, where AI helps, who signs off
Automation for the routine. A person on every decision that matters.
Where AI helps
AI is limited to assembling a first-cut proposal response from the firm's own approved material against the RFP, for a partner to edit and own; it never owns the number, the approval, the promise or the decision.
Who signs off
A named person signs off anything touching money, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
No pursuit slips through; proposal turnaround drops from days to hours; the firm sees its own pipeline and win rate for the first time; pitch quality stops depending on which old proposal someone found.
Illustrative outcome
Proposal turnaround from days to hours and a higher win rate on chased work, evidenced from the firm's own pursuit log.
Illustrative; final numbers come from your own data.
Path to the build
How this one gets built.
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
Related builds
What tends to pair with this one.
Same industryApproval workflows for fees, waivers and engagement acceptanceSee what we buildSame industryAsk Your DataSee what we buildSame industryRecurring filing-cycle automationSee what we buildAgri-Inputs & AgritechEnquiry-to-sale pipeline with finance and subsidy follow-upSee what we buildAuto Components & AncillaryFaster, more accurate quoting / revenue operationsSee what we buildAutomotive DealershipsRevenue operations: true acquisition cost and quote disciplineSee what we build
Find the one build worth funding first.
A free 60-minute call. No cost, no obligation, just a clear read on what is worth building.