Reports and proposals
Send the reports and proposals you keep putting off
Drafts built from your notes, past work and approved wording, checked against your rules and ready to review.
Built forQopia FinancialJSI Systems
Sound familiar?
“We write far less than we should”
Today
- The quarterly client letter goes out late.
- Proposals reuse 4 sections, rewritten from memory.
- The market update you planned never goes out.
With Milo Works
- Drafts are built from your notes and past work.
- Likely problems are marked before review.
- Your team edits, approves, and it goes out formatted.
3 or 4 hours a draft is why most firms write less than they mean to.
Work out your hours
How it works
Every draft reaches review with the problems marked
- The systemPuts together a first draftfrom your notes and approved wording
- The systemChecks it against your rulesand marks what to look at
- A personEdits and approves it
- The systemFormats it and files what was sent
- Puts together a first draftfrom your notes and approved wordingSystem
- Checks it against your rulesand marks what to look atSystem
- Edits and approves itA person
- Formats it and files what was sentSystem
Proof
Already running at another firm
At a wealth advisory firm, client letters queued behind compliance review. Now drafts are built from the advisors’ notes and approved language, pre-screened against the firm’s rules, and formatted for email, the web and PDF.
Your options
AI report and proposal writing: 3 ways to do it
Option 1
Buy software
Best whenBetter templates, or one person with an AI assistant, is enough.
Option 2
Build it in-house
Best whenSomeone can build a prompt and template library and keep it current.
Where we fit
Bring in a partner
Best whenDrafts must use your sources, follow compliance, or be approved first.
Software worth looking at first
PandaDoc, Proposify and Qwilr template proposals, and ChatGPT, Claude and Copilot draft from what they’re given. Check what each plan does with your data first.
What each one costs, and who keeps it running
- Buy software
- CostA subscription per seat, plus setup time.
- UpkeepThe vendor, and whoever owns it on your side.
- Build it in-house
- CostTheir time now, and each time something changes.
- UpkeepThat person.
- Bring in a partner
- CostA monthly retainer.
- UpkeepThe partner, with a named owner on your side.
Questions about AI report and proposal writing
Will it sound like AI wrote it?
Drafts use your approved wording and a person edits them, so they read like your firm.
Do we have to tell clients AI was involved?
That’s a policy decision, and some contracts settle it. Our answer on disclosure covers how to decide.
Can it follow our compliance rules?
It checks drafts against written rules and marks likely problems for the reviewer.
Often fixed alongside this
- Team knowledge baseAnswers in seconds, with the source.
- Client follow-upsNo client request left sitting.
- AI agentsBuilt on your documents and clients, inside the tools your team already uses.
- Wealth advisory firmsReviews prepared and every client call on the record.
- Law firmsMatters opened and kept current, without the admin.
- Accounting and bookkeepingA faster close, and client documents without the chasing.
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
Start with one process.
In one working session, we map how this runs at your firm and show you what it’s worth to fix.