Standardizing proposal writing across a distributed team

• Professional service firms run on intricate internal process: onboarding clients, submitting time entries, managing approvals, preparing deliverables.
• Those steps are rarely written down in one place. Spread a team across offices and the same proposal gets written a different way each time.

An assistant integrated into Slack, MS Teams, or an internal portal, built around the firm's proposal templates and approval routes. Team members ask things like "Which template do we use for a fixed-fee engagement?" or "Who reviews a proposal before it goes out?"

The answers come from the firm's own templates, precedents, and review procedures, so a proposal written in one office follows the same structure and the same route as one written in another.

• Answers process questions from the firm's own procedures, templates, and policies
• Runs in Slack, MS Teams, or the firm's internal portal, and takes the question in plain language
• Replies with the steps to follow, the template to use, or the person to escalate to
• Shapes the answer to the role asking, so an associate and a partner each see what applies to them
• Records the questions that come up most, which shows where the process is unclear
• Gives every office the same answer to the same question