Engagement Proposal Drafting

• Managing Partner
• Business Development Lead
• Engagement Partner
• Proposal Manager

Audit and advisory firms win work through proposals, RFP responses for bank and PSU empanelment, and engagement letters that fix scope and responsibilities. Each one is assembled from old Word files, CVs and credential lists by a manager who would rather be billing, and loose scope language in an engagement letter becomes a dispute later.

We build a proposal assistant grounded in your firm's own material: past proposals, engagement letter templates, methodology notes, team CVs and approved credential write-ups. For an RFP, it reads the tender document and corrigenda, extracts eligibility criteria, formats, annexures and evaluation parameters into a compliance matrix, and drafts responses section by section with references to the sources used. For a direct proposal, it works from discovery notes to draft the understanding of need, scope, approach, deliverables, timeline, team and assumptions. It then drafts the engagement letter in your template, consistent with the proposal. Fees and independence conclusions are left for the partner.

• RFP reader that builds a compliance matrix of eligibility, formats, annexures and evaluation criteria
• Retrieval over past proposals, methodologies, CVs and approved credentials, with a citation for each source
• Section drafting for understanding, scope, approach, workplan, team and assumptions
• Engagement letter drafting in your template, consistent with the proposal's scope and exclusions
• Checks for leftover client names, outdated credentials and scope terms that conflict between documents
• Fee and independence fields left for the partner and never filled by the model

1. 01Upload the RFP or notesThe tender document and corrigenda, or notes from the discovery call, are added to a new opportunity.
2. 02Extract requirementsEligibility criteria, formats, annexures, evaluation parameters and client needs are listed in a compliance matrix.
3. 03Retrieve past materialRelevant proposals, methodologies, CVs and credentials are found and cited.
4. 04Draft proposal and letterProposal sections and a matching engagement letter are drafted in your templates.
5. 05Resolve flagged itemsGaps against the matrix, conflicting scope terms and leftover names are flagged for the manager to fix.
6. 06Partner approvalThe partner sets fees, confirms independence and approves the final pack.

1. Knowledge base
   • Curated library of past proposals and letters
   • CVs and approved credentials
   • Templates and methodology notes
2. Understanding
   • RFP and corrigendum parser
   • Requirement and criteria extractor
   • Discovery note summariser
3. Drafting
   • Retrieval with citations
   • Section drafter
   • Engagement letter generator
4. Review
   • Consistency and leftover checker
   • Partner approval workflow
   • Version history

The engagement partner decides scope, staffing, fees and independence and approves the final documents. The assistant drafts and checks; it does not price, accept the engagement or send anything to the client.

• SharePoint or Google Drive proposal library
• Microsoft Word or Google Docs
• CRM such as Zoho CRM, HubSpot or Salesforce
• Tender downloads from e-procurement portals

• Only firm-approved credentials can be cited
• Confidential detail from past engagements kept out of the reusable library unless redacted and approved
• Fee fields never filled automatically
• All output marked as draft until partner approval
• Independence and conflict checks left to the firm's own process

• Audit engagement letters are drafted to reflect the terms ICAI's SA 210 expects to be agreed; the partner remains responsible for the final terms.
• Independence and conflict checks follow the firm's own procedures and the ICAI Code of Ethics.

• Accounting, Audit & Consulting

  Board and Client Meeting Minutes Drafting

  Turn recorded board, audit committee and client meetings, including Hinglish discussion, into draft minutes and action lists in your format for the company secretary or partner to finalise.

• Accounting, Audit & Consulting

  Client Document Collection and Follow-Up Agent

  A WhatsApp and email agent that sends each client their pending-document list, recognises what they upload, follows up on schedule and shows the team exactly what is still missing.

• Accounting, Audit & Consulting

  AI Assurance and Red-Teaming Delivery for Advisory Firms

  A white-label technical partner for advisory firms: we run adversarial tests on clients' chatbots, voice agents and copilots and deliver framework-mapped evidence for your report.

• Accounting, Audit & Consulting

  Financial Statement Spreading

  Read audited financials, notes and schedules in Schedule III, Ind AS or IFRS layouts and map every line into your spreading template or CMA format, each figure traced to its page.