Lead consultant
M. Avery
Partner, Strategy
Send proposals that look like they came from a top firm.
Independent consultants and small firms use Docsiv to make proposals, findings decks, and executive summaries that look polished without a design team. AI drafts from the context and brand source you choose. Clients see a branded portal, not only an email attachment.
DocsivEastwood & Klein Capital
Operating Model Review & Recommendations
Engagement scope
Approach
Delivered via portalM. Avery
Your written work 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 look senior.
Ready-made templates for projects, retainers, and one-off work. Fonts, 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 way of working can be stored as brand context. Studio drafts scoping documents, findings decks, and executive summaries from that context, with a human review before delivery.
A branded portal with scoped client access.
Each client can have a scoped portal view for documents, updates, and contracts. Pro uses a branded Docsiv subdomain, while Agency supports a verified custom domain when configured.
Studio can use your past proposals as provided context. New drafts still need review, and the selected workspace or client brand source determines how the document is styled.
Every document a consulting project needs.
01Project 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.
Everything above is a feature of the hub. See how each one works.
Built for the way your team delivers.
Run every client project from one calm workspace under your brand.