Professional services firm
Proposal review that catches the things the partner would catch
A multi-office professional services firm was sending proposals that occasionally undercut pricing, missed required compliance language, or contradicted recent legal guidance. Rowbase built a proposal review agent that reads every outgoing SOW against the firm's standards before it leaves the building.
$1.2M
annualized exposure surfaced in pre-send review
01 · Challenge
Where the work was getting stuck
Proposals were being drafted by managers and sent before a partner had time to review them in detail. The firm had pricing guidelines, compliance language requirements, and recently-updated legal guidance — but consistently applying all three to every outgoing document was unrealistic. They wanted a safety net that flagged issues without slowing the sales cycle.
02 · Approach
How we built it
- 01Built a context layer covering pricing guidelines (by service line and region), required compliance clauses, and the last 18 months of legal counsel guidance.
- 02Shipped a review agent that scans an outgoing proposal and produces a structured report: pricing anomalies, missing required language, conflicts with recent guidance, plus the source for every flag.
- 03Routed high-risk flags directly to a partner; low-risk flags to the proposal author.
- 04Integrated into the firm's existing document workflow so the review happens before sending, not as a separate step.
03 · Outcome
What changed
- Caught roughly $1.2M of annualized pricing exposure in the first six months — proposals that would have been undercut on the firm's own standards.
- Reduced post-send legal corrections to near-zero on reviewed proposals.
- Sales cycle is unchanged or slightly faster; managers report the review feels like a senior partner reading every draft.
Systems & sources involved
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