Client reports in Microsoft Word, drafted from your data

Ideas to put to work

Documents that took a team an afternoon, drafted from the systems that hold the facts.

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  Quarterly client report from the books

  Sofia reads the client's invoices and payments in QuickBooks, builds the figures in an Excel workbook, then drafts the narrative report in Word for your review.

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  Proposal drafted from the deal record

  Sofia pulls the deal, company and notes from HubSpot, drafts the proposal in Word from your firm's template, and saves it as a PDF once you approve.

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  Engagement letters out for signature

  Sofia drafts the engagement letter in Word, saves it as a PDF and, with your approval, sends it through DocuSign, then tracks it until it's signed.

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  Contract review against your standard terms

  Sofia reads an incoming agreement, compares each clause with your standard terms, and marks up the differences in a copy, so a partner reviews only what changed.

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  Version check before a document leaves

  Before a document goes to a client, Sofia checks its version history and permissions and tells you who changed what and who can open it.

Works well with

• QuickBooksAccounting software for small and mid-sized businesses
• Microsoft ExcelSpreadsheets for numbers, models and trackers
• HubSpotCRM and marketing platform for growing businesses
• DocuSignElectronic signatures and agreement workflows
• Microsoft PowerPointSlide decks for pitches, proposals and client updates
• Microsoft SharePointMicrosoft's intranet sites, document libraries and lists
• Microsoft OneDriveMicrosoft's cloud file storage for individuals and teams
• Google DriveGoogle's cloud file storage and sharing