Win work / Client Discovery

Your client explains the project before the first call.

Send a link and an AI interviewer asks your client the questions you'd ask, follows up on vague answers, and when they're done, writes up the requirements. You start the call already knowing the project.

Start your 14-day trial

14 days free. Card at checkout; cancel before day 14 and pay nothing.

How it works.

1
Say what you need to find out
Give the link a title and the things you want answered.
2
The client talks it through
They chat at their own pace. It asks about goals, users, workflows, integrations, constraints, timeline and budget, and shows them what's still uncovered.
3
A write-up, not a transcript
Problem, objectives, users, requirements, risks, a phased plan and the open questions, ready to scope or quote from.

The details that matter.

Straight into a proposal
Use the write-up as the brief for a proposal, or add it to a Business Analyst project.
Everyone's included.
Client Discovery comes with every plan. No per-seat billing, no add-on to buy.

Because it's one system, Client Discovery works with these out of the box.

Proposals
Proposals clients can accept on one link.
How it works
Business Analyst
Scope the job properly before you price it.
How it works

Bring the whole business under one roof.

Your team, your clients, your projects and your money, with everyone included.

Start your 14-day trial See pricing

Every part of the product unlocked for 14 days, with a trial allowance of AI usage. Card details at checkout, nothing charged until day 14, cancel any time before then.