By what you’re replacing
You have proposals. Add the practice side.
Placeholder copy. FigsFlow picks up where a proposal tool stops. The accepted quote carries into the engagement letter, the AML check and the billing schedule, so winning the work and running it are not two separate systems. Replace this paragraph with approved UK copy before sign-off.
Placeholder — confirm rating and review count before sign-off
After acceptance today
- ProposalAccepted · you have this
- EngagementWritten by hand afterwards
- AMLRaised somewhere else
- BillingSet up manually, later
- RenewalDiarised, if remembered
After acceptance here
- ProposalAccepted · triggers the rest
- EngagementLetter from the quoted scope
- AMLRaised against the client
- BillingSchedule set from the fee
- RenewalComes round on its own
What we would add, and what your proposal tool already does well
Placeholder copy. Be even-handed about the overlap, including anything the other tool does better. Replace with approved UK copy before sign-off.
What gets added
- Engagement letters built from the accepted scope
- AML held on the same client record
- Billing schedules raised from the agreed fee
- Renewals that surface without being diarised
Where the overlap sits
- Both tools build and send proposals
- Both hold a price list of some kind
- Running both means quoting in two places
- Placeholder — name anything the other tool does better
How the practice side gets added alongside what you have
Placeholder copy. Explain that both can run in parallel while the comparison is made. Replace with approved UK copy before sign-off.
Rebuild the price list
Placeholder. From the one your current tool holds.
Run both for a month
Placeholder. Compare on real work, not a demo.
Switch new work across
Placeholder. In-flight proposals finish where they started.
Decide on the old tool
Placeholder. Keep it or retire it, on evidence.
Questions from firms that already have a proposal tool
Placeholder standfirst. Four dummy questions and answers for layout purposes only — replace with reviewed UK copy.
Can we keep our existing proposal tool and use both?
Placeholder answer. Be honest about where running both creates duplication and where it does not.
How do your proposals compare with what we send now?
Placeholder answer. Set out the differences plainly, including anything the other tool does better.
Can we bring our existing price list across?
Placeholder answer. Describe the import or rebuild routes available, once verified.
What happens to proposals already out with clients?
Placeholder answer. Explain that in-flight proposals finish where they started, and new work begins here.
Compare it against your current tool
Placeholder closing copy. Send a proposal in both, on the same job, and see what happens after acceptance.