AI-Agents for Consultants in Document Review working with Gmail
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Turn prospect needs into scoped engagement proposals.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsDraft client engagement proposals from call notes and agreed fees.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsGet client meeting transcripts in your inbox before writing minutes.
Your meeting transcript reaches the organizer's inbox with timestamps and speaker labels, ready for review before you write minutes.
10 toolsGive flagged client questions a next-day task that states the response needed.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
6 tools
