Bring the project context
Gather the agreed scope, intake form, and discovery notes for a new client.
In development · Client onboarding
Move from signed proposal to a clear starting point.
We’re building a onboarding copilot for small professional-service firms. Translate a proposal and client intake materials into a reviewed kickoff brief and a focused missing-information list.
Source-linked findings · Human review at each step
REVIEW BRIEF / 001ILLUSTRATIVE EXAMPLE
The delivery date depends on a missing input
Fictional documents · sample findingHuman review
What the sample evidence says
A fictional proposal assumes client-provided brand assets; the sample intake form leaves asset ownership blank.
Planned output: links to supporting passagesA specific next step
Confirm who supplies the assets and when, then approve the kickoff checklist.
Workflow preview · Illustrative documents and findings
Sources → findings → reviewed actions
DESIGNED FORSmall agencies, consultancies, and professional-service teams
The product workflow
Make the evidence easier to use.
Planned inputs: Signed proposals, intake responses, discovery notes, and onboarding templates. The first release will focus on one repeatable workflow, with people reviewing the result.
Find the gaps before kickoff
Claude will map requirements, cite scope passages, flag missing details, and draft targeted follow-up questions.
Approve the handoff
The project lead reviews a kickoff brief, responsibility list, and onboarding checklist before sharing them.
Built around evidence
Every finding should be reviewable.
The planned Claude integration will read source documents, reason across relevant passages, and produce structured drafts with references and open questions.
Clear sourcesLink the reasoning to the document passages that support it, and flag missing evidence.
A deliberate review stepProject leads will approve client communication and confirm the agreed scope before sharing the kickoff brief.
A focused first releaseDocument uploads and reviewed exports first. Connected-system integrations will be considered after the core workflow works.
Product development
A focused first release.
What is the product designed for?
Small agencies, consultancies, and professional-service teams. The workflow brings relevant documents, source-linked findings, and reviewed next steps into one packet.
What is on the roadmap?
The first release will support signed proposals, intake responses, discovery notes, and onboarding templates, structured findings with citations, and reviewed exports. Connected-system integrations will follow the core document workflow.
How can I help shape the workflow?
Share the document review, questions, and handoffs your team repeats. We’re focusing development on a practical workflow that fits how your business operates.
A clearer workflow starts here.
Share the documents, questions, and handoffs that slow your team down.