For agencies, MSPs, and consultants

Turn discovery notes into
a client-ready SOW
in minutes

Built for teams who need to scope faster without sending sloppy proposals. Paste your transcript, notes, or bullet points and generate a structured draft with deliverables, exclusions, timeline, pricing, and terms.

No credit card required. Review everything before you send.

From rough notes to a proposal you can actually use

SOW Copilot helps you move from messy discovery input to a structured draft you can review, edit, and send with confidence.

What you paste in
Discovery notes
Client: Northbridge Dental Group
Needs: - migrate from old on-prem file server to Microsoft 365 + SharePoint - onboard 18 staff across 3 clinics - tighten MFA and device access controls - replace shared passwords with proper account setup - basic staff training for file access and MFA Requested timeline: - kickoff next week - finish in 30 days if possible Known constraints: - one legacy imaging workstation must remain on-prem for now - client wants minimal downtime during business hours - pricing should include setup and onboarding, but not ongoing support
What you get out
Review-ready draft
Project Overview Migration from on-prem file storage to Microsoft 365 and SharePoint, including onboarding, access controls, and basic staff training.
Deliverables Migration plan, SharePoint setup, user onboarding, MFA rollout, permissions, training, validation.
Exclusions No ongoing support, no legacy workstation replacement.
Timeline Estimated 30-day delivery window from kickoff.
Pricing Fixed-fee project with setup, migration support, and training included.
Deliverables generated
Exclusions made explicit
Pricing stays editable
Ready for review before sending

Not a black box. You stay in control of pricing, language, and final delivery.

How it works

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Paste your scope notes

Drop in your transcript, bullet points, or rough discovery notes. No special formatting needed.

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Generate a structured SOW draft

SOW Copilot builds the proposal structure for you, including deliverables, exclusions, pricing, timeline, and terms.

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Review, edit, and send

Adjust any line, update pricing, then export a polished proposal or share it directly with the client.

Stop spending hours on proposals you have not won yet

Most service teams burn 2 to 6 hours turning discovery notes into a proposal. SOW Copilot compresses that into a fast review workflow, so you can respond faster, look more professional, and reduce scope-creep risk.

Faster turnaround

Send proposals faster after discovery calls.

Cleaner scope

Create clearer deliverables and exclusions.

Consistent structure

Keep proposals consistent across the team.

Less blank-page work

Spend less time drafting from scratch.

Built for speed, with human control where it matters

Pricing stays editable

Use the draft as a starting point. Review and change every number before sending.

It starts from your real project context

The draft is built from your own notes, so it reflects the scope you discussed instead of forcing you into a generic template.

Structured like a real client document

Clear deliverables, exclusions, assumptions, and pricing structure help the proposal read like professional scope, not an AI experiment.

Who it is for

Agencies

Turn discovery calls into polished proposals faster, without burning senior team time on first drafts.

MSPs

Create consistent SOWs for onboarding projects, recurring services, and custom work.

Consultants

Follow up faster with a clean proposal that sets expectations and boundaries clearly.

Frequently asked questions

Is the output good enough to send directly to a client?

It’s good enough to send after a review. Most users edit pricing, adjust a few deliverable descriptions, and send. The structure, tone, and completeness are there โ€” you’re reviewing and polishing, not rewriting from scratch.

How does pricing work in the generated SOW?

Pricing comes from your discovery notes. If you include numbers, they appear in the draft. If you don’t, the tool flags a placeholder. You always review and confirm before sending โ€” no numbers go out without you seeing them first.

What if the scope in the draft doesn’t match what I discussed?

The draft is built from your notes โ€” so the more specific your input, the more accurate the output. The editor lets you add, remove, or reword any section before it goes to the client. Nothing is locked.

Will it sound generic or obviously AI-written?

It’s written in plain, professional service-business language โ€” not corporate filler. Because it starts from your own discovery notes, the deliverables and scope reflect your actual project, not a template. Most clients won’t notice the difference.

How long does it actually take?

Paste your notes, generate the draft: under 60 seconds. Review and edit: 5–15 minutes depending on how much you want to adjust. Most users go from raw notes to a sent proposal in under 20 minutes.

What’s included in a generated SOW?

A standard output includes: project overview, deliverables, exclusions, assumptions, timeline, pricing, and next steps. Sections are structured to answer the questions clients ask before signing โ€” what am I getting, what’s not included, and what does it cost.

Simple, transparent pricing

Start free. Upgrade when you need more. Cancel anytime.

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3 SOWs included
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Your next proposal should not take all afternoon

Start free, generate your first SOW, and see how much faster your scoping workflow can move.

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