Proposal intelligence for consulting firms

Your firm has been learning
for years.
Your proposals don't show it.

scope.ai turns your project history into proposal-ready scope, staffing, and margin assumptions — so every estimate reflects what your firm actually knows.

Margin Intelligence · Luminary Studio
You've left an estimated $218K on the table over the last 3 years — almost entirely on engineering-heavy fixed-fee work.
22%
14.2%
28%
14
Engineering fixed-fee · chronic underpricing 22% avg. overrun across 4 projects · 3 pipeline projects match this profile
High risk
Phase 2 design iteration · scope creep pattern Runs 30–40% long when stakeholder count exceeds 4
Medium risk
Why proposals keep going wrong

Every project teaches your firm something.
Most of it disappears.

A discovery call ends. Notes live in someone's laptop. A proposal gets written from scratch — again. The team that delivered the last similar project never gets asked what actually happened. The margin assumptions that burned you two engagements ago get baked in one more time.

It's not a people problem. It's a memory problem.

📁

The knowledge that lives nowhere

Discovery transcripts, past SOWs, project notes — the context that should inform your next proposal is scattered across tools and inboxes. None of it feeds back into your estimates.

📉

The estimate that ignores history

Your last few similar engagements probably ran over on hours. Your next proposal doesn't know that. The same mistakes compound silently across every fixed-fee project you send.

📅

The capacity blind spot

You commit to a timeline before confirming the right people are actually available. You find out they're not after the SOW is signed.

Reads the context you already have
Google Drive
Harvest
Slack
Granola
Notion
+ more coming

Proposals built from what actually happened
not what you hoped would happen.

The more context scope.ai can read — past SOWs, timesheets, call transcripts, Slack threads — the sharper every proposal becomes. Start with what you have. It gets smarter from there.

01 — Diagnose

Find out where your firm actually loses margin.

Connect your tools once. scope.ai reads your project history — Drive, Slack, Harvest, Granola — and builds a complete picture of where estimates broke down, where overruns happened, and why.

Systematic overrun patterns by engagement type
Margin gap between quoted and realised
Risk flags tied to specific client and project profiles
Margin intelligence · Luminary Studio 3 risk flags
Key finding
You've left $218K on the table — almost entirely on engineering fixed-fee work.
avg overrun
22%
contribution margin
14.2%
target margin
28%
Engineering fixed-fee · chronic underquoting
14/18 projects overran · 3 pipeline projects match
Phase 2 design · scope creep pattern
Runs 30–40% long when stakeholder count > 4
02 — Scope

Build an estimate grounded in what actually happened.

For every new proposal, scope.ai finds your closest past projects, shows you the estimated vs. actual breakdown, and generates a scoping recommendation that already accounts for your historical overruns.

Past project matches ranked by similarity
Estimated vs. actual: hours, duration, margin, team
Adjusted recommendation with overrun buffer baked in
Past project matches
3 confirmed
Vexa Technologies — Design System
Fintech · Fixed fee · High complexity
91%
Metric
Estimated
Actual
Duration
11 weeks
13.5 wks +23%
Effort
520 hrs
634 hrs +22%
Margin
28%
17.4% −11pp
Finova — Mobile App UX Sprint
Consumer Fintech · Fixed fee · Medium complexity
93%
03 — Propose

Send a proposal that's honest about the work.

scope.ai generates a polished, client-ready proposal with your firm's identity, AI-drafted case studies pulled from your actual project history, and a fee structure calibrated to protect your margin.

Firm portrait and relevant case studies, auto-drafted
Fee and timeline with buffer built in from your data
Export as PDF or send directly from scope.ai
Prepared for Meridian Fintech
UX Transformation · Phase 1
Engagement type UX Redesign + Design System
Duration 14 weeks (incl. 2wk buffer)
Effort 634 hrs (+22% overrun adj.)
Fee £148,000 fixed
Projected contribution margin 26.8% vs. 14.2% historical

That's day one. The longer you use scope.ai, the more it knows about your firm — and the harder it becomes to get caught off guard.

The longer you use scope.ai,
the harder it is to get burned.

Most tools give you the same output on day 300 as day one. scope.ai compounds. Every project you close teaches the system something new — and feeds it back into the next proposal.

01 — Capacity intelligence

See how your pipeline plays out
before you commit.

Run scenarios across your pipeline against real team availability. scope.ai flags conflicts, gaps, and opportunities — before you sign a SOW you can't deliver.

Capacity · 12-week view Feb 17 – May 5
Weighted pipeline
Best case
Worst case
Senior Engineer unavailable from Mar 3
Sable Platform Audit requires a Sr. Engineer for 8 weeks. Alex is committed to Meridian through that period.
→ Hire contractor by Feb 28
→ Delay Sable start to Apr 7
4-week engineering window open from Apr 14
Alex clears Meridian Apr 7. Good window for a short technical engagement ($40–80K range).
→ Proactively reach
out to 2 warm leads
Henry Walsh
UX Director
60%
60%
88%
28%
Alex Reeves
Sr. Engineer
100%
100%
100%
28%
Priya Sharma
Sr. UX Designer
80%
105%
105%
35%
02 — Margin modeling

Your estimates don't just get faster.
They get accurate.

Every completed project gets compared to its original estimate. scope.ai builds a margin model specific to your firm — by work type, client profile, and team composition.

Model strength
83%
Proposals accurate to ±8% on effort and margin
Performance by type Target: 28%
Discovery
31.2%
UX Redesign
29.4%
Design System
24.1%
UX + Eng
17.4%
⚠ UX + Engineering has been below target across all 3 projects. Model is now pricing in a 22% engineering overrun buffer.
03 — Pipeline awareness

Never start a proposal
from zero again.

scope.ai surfaces emerging projects from the artifacts you already create — transcripts, notes, and Slack threads — and turns them into proposal starters before someone else gets there first.

Potential projects detected
🔍
Canopy Health — possibly a new brand and design system
3 Slack messages in #canopy-deal, a Granola note from Jan 28, and a Drive folder created Feb 2 suggest scoping is underway.
Slack · #canopy-deal · Feb 12
Granola · Jan 28
Drive · Feb 2
🔍
Possibly a repeat engagement with Meridian Fintech
Sofia Reyes mentioned "next phase" twice in recent emails. Could be a natural extension of the UX Overhaul.
Email · Sofia Reyes · Feb 18
Email · Feb 20

Ready to see what your
firm already knows?

Book a 30-minute intro call. We'll walk you through how scope.ai works, show you a live demo with real project data, and figure out together whether it's the right fit for your firm.

Book a demo →
30 minutes. No commitment. No hard sell.