Win the work, staff it, and deliver it.
- Turn past engagements into stronger proposals
- Check capacity before promising dates
- Track delivery against the engagement budget
Trusted by teams at
- Altery
- Amazon
- Blue Ink
- Capgemini
- Globant
- Merit America
- Microsoft
- Miro
- Novartis
- Pathstone
- Semrush
- Kustomer
Keep the proposal, staffing, and delivery connected.
Start the proposal with work your firm can stand behind.
@Hops drafts the proposal from the client's brief, relevant past engagements, and your firm's format. Review the approach and evidence together, ask for revisions in comments, and keep fees and commitments with the partner.
Check the redlines against your terms and capacity.
Ask @Hops to compare the SOW with your standard terms and bookings, then flag payment changes, liability terms, and start-date conflicts for your review. AI can make mistakes. This is not legal advice or a replacement for human judgment and licensed professionals. Your partners and counsel decide.
Know who can do the work before promising dates.
Ask @Hops to build a staffing view from your bookings tables. Compare skills, relevant experience, and availability by client and week. Spot conflicts, agree on a staged start, and pencil in the team only after the engagement lead approves.
See what the pipeline could mean for the bench.
Bring confirmed bookings, penciled staffing, and likely pursuits into one forecast. Keep committed work separate from probability-weighted demand, compare utilization with your target, and review expected engagement margin using your fee and cost assumptions. Your team checks the inputs and calculations.
Catch the delivery risk before the client checkpoint.
Keep workstreams, milestones, and dependencies beside hours used against the engagement budget. Ask @Hops to flag delays and record risks and decisions from the thread. The lead reviews the impact, assigns owners, and agrees on the recovery plan.
Have the status draft ready for the engagement lead.
Schedule @Hops to draft the weekly client update from the workplan, risk log, and analysis. Bring progress, budget, and decisions needed into one report. The engagement lead checks the facts, corrects the draft, and approves the email before it goes out.
Give the next proposal more than a blank page.
Ask @Hops in the thread. It answers from what your team already shared.
Bring your client files into the work.
Pursuits and proposals
Bring client briefs, deadlines, and account context together for the next proposal or follow-up.
Client files and deliverables
Work from existing documents and slides, with revisions ready for the engagement team's review.
Bookings and hours
Build staffing and delivery views from the tables your firm maintains. Review inputs before making commitments.
Client communication
Draft updates from the work and review them before sending through a connected account.
Your team makes the client decisions.
Review client emails before sending
Choose who can access each engagement
Review replies that draw on private sources
Questions partners ask

