For firms
Built for consultancies, grant writers and contracting agencies. One login, one bill, one brand — and a separate workspace for each company you manage.
A dashboard across all the companies you manage: open opportunities, drafts pending, deadlines this week. Step into any client's workspace with one click, and a banner always shows whose work you're in.
Give each consultant their own login and decide which clients they can act on. Owners see everything; members see the clients you assign them.
When a proposal needs the client's approval before it goes out, they review it in a portal that carries your brand. Nothing files without the approval you require.
Your firm's name, logo and support email on the approver portal and the emails your clients receive. They see you, not us.
Pay one invoice for the whole portfolio, or bill each client yourself at the price you set through Stripe Connect. Either way, client workspaces are priced below the standard plan so you can build them into your own services.
AI opportunity matching across every portal, proposal drafting, past performance, compliance tracking and the guided submission workflow — in each client's own workspace.
Two parts: your firm's own account, and the client workspaces you manage.
Your firm's account
Billed monthly. Annual billing for firm workspaces is arranged by quote. 7-day free trial included.
Each client workspace
Below the standard plan
Per-client pricing is shown inside your account the moment you create it, with the free trial. Prefer it in writing first? Request an official quote, or schedule a call.
Create your own login and set up the firm workspace. Your free trial starts immediately.
Add the companies you manage, or attach ones your clients already created and shared with you.
Invite your team and assign clients to them.
Act as a client to work in their workspace, or hand the business owner their own login.
7 days free, no credit card required. Per-client pricing is waiting inside your account.