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
โ51%
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