What lands in the deal folder
Drafted in your templates and saved where your team already works.
The proposal, in your voice
The client's problem in their own words, then your approach, team and timeline. Sofia builds it from the discovery call and your strongest past proposals.
Scope that holds up later
Deliverables, milestones, assumptions and exclusions in your firm's standard language, so scope creep has something to push against.
Questionnaires from answers you've approved
Sofia answers RFPs and security questionnaires from responses your firm has already signed off, and flags new questions for a partner.
Two ways to answer the same prospect
A proposal decides revenue. Too often a partner rebuilds one from scratch while client work waits.
From discovery call to draft
Sofia starts when the call ends. Your partner decides what the firm commits to.
- After the call
Sofia reads the call and the history
She takes the transcript from Zoom, Fireflies or Gong, the CRM record, and the client's emails and files.
- Drafting
Your best work is the starting point
Sofia finds your closest past proposals, drafts in your template and asks about anything the call left open.
- Before it's sent
A partner shapes it and sends it
The partner edits scope and fees, then sends it. Sofia saves the final version to the client folder and the CRM deal.
Proposals that sound like your firm, every time
Today the winning approach lives with one partner. Sofia learns it once, and every partner starts from it.
Today
- Each partner writes proposals their own way
- The winning approach sits in one inbox
- Juniors can't draft until a partner has time
With Sofia
- Your winning proposals become a shared skill
- Every partner starts from the firm's best work
- Anyone on the team can produce the first draft
We run our own pipeline this way
FINdustries works like a team twice its size, and Sofia runs our sales pipeline long before a proposal gets written.
Every call turns into tasks and CRM notes
Our meetings become tasks and CRM notes without anyone asking, so each proposal starts from a complete record of what the client said.
ExploreA pipeline rebuilt in one session
Sofia rebuilt our CRM and sales pipeline in one working session, so every proposal starts from a pipeline that's current.
ExploreEvery contact record up to date
Sofia keeps hundreds of our contact records current, so each proposal reaches the right person with the full history behind it.
ExploreProposals look different in every firm
Different documents, one method: start from the firm's best past work.
- Work for existing clientsClient analysis turns up new revenue. Sofia drafts the proposal to go after it.Explore
- Consulting engagementsEngagement proposals with approach, team and phases, from the scoping call.Explore
- IT statements of workStatements of work and RFP responses with deliverables, assumptions and exclusions.Explore
- Agency pitches and scopesPitch documents and retainer scopes built from your strongest past work.Explore
- New mattersScope and staffing for each new matter, in your standard terms.Explore
- Search proposalsProposals for new searches, with your terms and relevant past placements.Explore
What stays with your partners
Sofia drafts. The commitments your firm makes to a client stay with the people who sign them.
- Scope and fees
- Sofia proposes from your rate card and past work. A partner sets the final numbers.
- Approval before sending
- Anything that sends a message or writes to a client system can wait for approval.
- Sources you can trace
- Ask which past proposal a section came from and Sofia shows you.
- Confidential work stays out
- Anything on your never-touch list, such as a restricted client's files, stays out of reach.
- Your method, kept
- When a proposal wins, say "turn this into a skill" and the approach becomes the firm's.
Questions firms ask
Where does Sofia find our past proposals?
In the systems you already use: SharePoint, OneDrive, Box, Google Drive, Confluence or Notion. Sofia searches your content by meaning as well as keyword, so she finds the proposal that fits even when the wording differs. Your IT lead agrees which folders she can reach.
Will the draft sound like us?
Sofia drafts in your template and follows the proposals you mark as your best. She also knows your firm's context, from your services to how you describe them. Edits your partners make go back into the shared skill, so the next draft starts closer.
Can it answer RFPs and security questionnaires?
Yes. Sofia answers from the responses your firm has already approved and flags any question that needs a new answer. A partner or your IT lead reviews the answers before anything is submitted.
Can Sofia spot the next proposal for us?
Yes. When Sofia analyzes your clients, it turns up new revenue opportunities. Each one can become a proposal, drafted from the same analysis and your best past work.
Does Sofia set our fees?
A partner does. Sofia builds the fee appendix in Excel from your rate card and the scope, so the arithmetic is done. The partner sets the final number and decides what the firm commits to.
What does Sofia need from us to start?
A few winning proposals, your templates and rate card, and access to where your calls and client files live. We set up the connections, build the proposal skill with your partners and keep it running.
Bring your last proposal.
Score your firm on your own time, or bring a recent proposal to our team and we'll show you what Sofia would draft.