Proposals that signal seniority.
Pre-structured proposal templates for engagements, retainers, and one-off projects. Typography, pricing tables, and appendices already at a level your clients expect.
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
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 solves that without adding a second tool to your life.
AI that drafts in your voice, not a generic one.
Your voice and methodology become a brand kit. Studio drafts scoping documents, findings decks, and executive summaries that sound like you — not like ChatGPT.
Branded portal per client.
Each client engagement gets its own portal on your domain. Documents, updates, and contracts all in one place — the experience of a firm, without the overhead of one.
01Engagement proposals
02Scope of work
03Findings & recommendations
04Executive summaries
05Interim progress reports
06Master service agreements
07Retainer contracts
08Closeout reports
Replace the stack with one thoughtful workspace your clients will actually love
