Proposal Configuration

Define the core parameters for your new engagement.

Client Name

Service Line

Region

Est. Budget ($)

Deadline

Key Focus Areas (Optional)

ADVISOR AI

Enterprise Proposal Automation

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Internal Distribution Only.

Welcome back, John.

Your team's efficiency is up 12% this week.

Hours Saved

124hrs

Win Probability

68%

Drafts Created

Recent Proposals

Ref ID	Client	Service	Date	Status	Actions
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Standard Templates

Official global and regional frameworks for rapid drafting.

Global

Strategic Proposal

Standard format for Consulting & Strategy engagements.

MENA

Audit & Assurance

Compliant with UAE 2024 Audit Regulations.

New

ESG Impact Report

Focused on Net Zero & Sustainability Goals.

M&A Deals (Buy-side)

Due diligence structure for acquisitions.

Approvals Center

Manage partner sign-offs and risk reviews.

Requiring Your Action ({{ pendingApprovals.length }})

No pending approvals.

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Out for Review

Waiting for: {{ item.waitingFor }}

Approved {{ item.approvedTime }}

COMPLETED

Proposal Archive

Ref ID	Client	Service	Date	Status	Actions
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Knowledge Base Index

Manage data sources and active regulations for RAG generation.

Active

Disabled

Last sync: 2h ago

Settings

Display Name

Email Address

Job Title

Office Location

Password

Please enter your current password to change your password.

Current Password

New Password

Client Context

Client Entity Name

Jurisdiction

Primary Service Line

Strategic Objectives

Click to upload RFP document

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ADVISOR AI CORE SECURE CONNECTION ESTABLISHED

ADVISORAI

...PROCESSING_

Ref: {{ activeProposal.id }}

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Consulting Firm Limited (Dubai Branch) • Confidential • {{ new Date().getFullYear() }}

Project Economics

Revenue ($)

Hours

Margin %

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Profit

${{ profit.toLocaleString() }}

Completion Audit

80%GOOD

Legal Disclaimer

Team CVs Included

Risk: Data Privacy (Missing)

Strategic Risks

{{ risks.length }} Active

No active risks detected.

Quick Actions

AI Insight

Based on "ESG" and "Dubai", I found 3 highly relevant case studies to strengthen your proposal.

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