Client Intake & Proposals
Digging through old email threads for the last proposal template is time you're not billing for. We build the intake system that scopes and proposes a new engagement in minutes.
What we build
- Structured intake forms: Project scope, budget range, and timeline captured before the discovery call.
- Template-driven proposals: Scope, timeline, and terms generated from your intake data.
- E-signature contracts: Engagement letters signed digitally, no printer required.
- Automatic follow-up: Unsigned proposals get a scheduled reminder without you having to remember.
Implementation scope
Intake connects directly to project delivery and billing, so a signed proposal automatically opens an engagement record and a billing schedule.