Track clients, projects, and proposals with AI that knows your practice. Focus on delivering, not organizing.
Proposal sent, then silence. Without tracking, opportunities die quietly.
Client calls about the project. You're searching emails for the last status update.
SOWs, proposals, deliverables—scattered across drives with no searchable index.
Client emails, meeting notes, deliverables—nothing connected to the engagement.
"AI surfaced a stalled proposal I'd forgotten. Followed up, closed $40K in consulting work."
"Client asked about project status. AI had full engagement context ready instantly."
"Finally have one place for everything. Client calls are now conversations, not scrambles."