Lead consultant
M. Avery
Partner, Strategy
Ship proposals that look like they came from a top firm.
Independent consultants and boutique firms use Docsiv to produce top-firm-grade deliverables (proposals, findings decks, executive summaries) without a design team. AI drafts in your voice. Clients see a branded portal, not an email attachment.
DocsivEastwood & Klein Capital
Operating Model Review & Recommendations
Engagement scope
Approach
Delivered via portalM. Avery
Your deliverable is the product. It has to look like it.
Clients pay premium rates for judgment, but judgment alone doesn’t close the sale. The written work does.A proposal that looks like a Word doc from 2012 undermines the expertise inside it, and most consultants don’t have a design team. Docsiv handles the polish without adding a second tool to your life.
Looks like a top firm. Costs less than one hire.
Three things that quietly change how clients perceive your work, before they read a word of it.
Hartwell Group · Engagement
Operating Model Review
01Discover02Analyze03Recommend04Implement
Engagement fee
$148K
Fixed · Phase 1
Outcome
14 recos
Tied to milestones
Drafted in your methodology · matches the last 8 Hartwell engagements
Proposals that signal seniority.
Pre-structured templates for engagements, retainers, and one-off projects. Typography, pricing tables, and appendices already at the level your clients expect from a real firm.
AI that drafts in your voice, not a generic one.
Your phrasing and methodology become a brand kit. Studio drafts scoping documents, findings decks, and executive summaries that sound like you, not like ChatGPT.
A branded portal per client.
Each engagement gets its own portal on your domain. Documents, updates, and contracts in one place. The experience of a firm, without the overhead of one.
Studio uses your past proposals as the source. New ones inherit the same phrasing, the same framing, the same rhythm. The work still sounds like you.
Every document a consulting engagement needs.
01Engagement proposals
02Scope of work
03Findings & recommendations
04Executive summaries
05Interim progress reports
06Master service agreements
07Retainer contracts
08Closeout reports
Questions consultants ask.
Built on top of the Docsiv hub.
Every capability above is a feature of the hub. Dive into how each one works.
Run your agency from one calm workspace.
Replace the stack with one thoughtful workspace your clients will actually love
