Structured intake and discovery
Clients complete a branded intake portal before the first call. Discovery questionnaire captured and ready — you start every engagement with context, not questions.
For consultants and professional services firms
From first brief to signed engagement. Faster, smarter, more professional.
One connected workflow for intake, proposals, SOWs and client delivery — so you do the work, not the admin.
- From first brief to signed SOW — at speed, before the momentum fades.
- AI-drafted proposals and documents in your firm's voice — you approve before anything is sent.
- Works alongside your existing tools — doesn't replace them.
Built for consulting firms that can't afford to lose time on admin.
Engagement pipeline
Proposals · SOWs · Client portal · Engagement tracking
Everything your firm needs to run engagements — without the patchwork.
Discovery call transcribed, brief auto-populated
Record any call or meeting. Smart Onboard transcribes, extracts key details and auto-populates the discovery brief. You review and enrich before the proposal begins.
AI-drafted proposals and SOWs
Proposals and statements of work drafted from your discovery data, in your firm's voice and fee structure. You review, edit and approve every document before it reaches the client.
Automated follow-ups and reminders
Outstanding items and next steps tracked and sent without manual chasing. Clients know exactly what's needed. Your team stays focused on the work, not the admin.
Client portal — one place for everything
A branded space where clients review proposals, sign the SOW, access deliverables and track engagement progress — no scattered emails, no confusion about what comes next.
Works with your existing tools
Connects with your CRM and existing tools. No double entry, no records falling out of date. Smart Onboard fits into how your firm already works — it doesn't demand you change.
Why every new engagement starts with a week of admin.
Your expertise is in the work. Your time is going somewhere else.
"Spent three days on the proposal and SOW before any billable work had started."
"Client asked for an update and I had to check my inbox, a shared drive and two different documents to piece it together."
"The intake was a Google Form, the proposal was Word, the SOW was DocuSign. The client never saw one consistent, branded experience."
"Engagement review means rebuilding the whole picture from scratch — emails, notes, deliverables, all over the place."
"We had to chase them for the signed SOW, then the kickoff form, then feedback — three different tools, three different chase emails."
Smart Onboard replaces the scatter. One system — intake through to signed SOW, delivery and engagement review.
Today
With Smart Onboard
3–5 days per proposal
Proposal drafted at speed — you review and approve.
SOW written from scratch each time
SOW auto-generated — your firm's structure, your terms.
Client has no visibility between calls
Client portal keeps everyone aligned between calls
Engagement history scattered across email and drives
Engagement timeline in one place — always current
Chasing clients for next steps and sign-offs — manual.
Outstanding items in one place — automated follow-ups.
One connected chain from brief to delivered engagement.
Intake, proposals, documents, delivery and client portal — in one flow.
Client completes branded intake portal
Your client submits a discovery questionnaire before the first call. Structured data is ready when you sit down — no blank pages, no back-and-forth to fill in the gaps.
Discovery call transcribed, brief auto-populated
Record the call — in person, phone or video. Smart Onboard transcribes, extracts key details and auto-populates the discovery brief. You review and enrich before the proposal begins.
Proposal drafted, you approve
Your recommendation feeds the Proposal Agent. A full proposal is drafted in your firm's voice — fee structure, scope, timeline and deliverables. You edit and approve before anything is sent.
Client accepts — SOW generated and signed
Client accepts the proposal. SOW auto-generated from the agreed terms — you review and edit with AI if needed, then send for e-signature. No retyping, no blank template.
Client portal live, engagement tracking active
SOW signed. Client portal goes live. Engagement tracker active. Deliverables, milestones and communications in one place — from first brief to final handover.
See how Smart Onboard fits your consulting firm.
Book a short demo. We'll show you proposal generation, client portal and engagement tracking working together — with your workflow in mind.
For strategy consultants, change management firms, transformation advisors and independent practitioners.
For firm principals, consultants and practice managers.
Book a demoBuilt for consulting firms. No long contracts.