Professional Services

Win more proposals โ€” without your senior team in every email.

Agencies, law firms, consultancies, and accountants: scoped intake, proposal templates, retainer tracking, and stakeholder follow-up.

Captures fromLinkedInReferralsEmailWhatsAppCalendlyDocuSign
+29%
Proposal win rate
โˆ’51%
Proposal prep time
+18%
Avg deal size
Pipeline out-of-the-box

Every stage of the professional services journey โ€” pre-configured.

1

Brief

Structured intake from web, referral, or LinkedIn.

2

Scope

Define deliverables, timeline, decision-makers.

3

Proposal

Generate branded proposals from templates.

4

Negotiation

Track redlines, versions, and stakeholders.

5

Engagement

Kickoff handoff to delivery with full context.

Pain โ†’ Fix

What breaks today โ€” and how Braintion fixes it.

Proposals rewritten from scratch every time.

Reusable proposal blocks per service line.

Senior partners don't know what's pending.

Manager dashboard with proposal-stage view.

Ships with

Integrations built for this sector

LinkedInGmailCalendlyDocuSignSlackWhatsApp Business

Ready to go live on Professional Services in under 2 weeks?

Book a tailored demo โ€” we'll walk you through the workflow, packages, and integrations that ship for your sector.

Book a sector demo