Create an Estimate From Instructions
See how an account manager describes the scope, deliverables and hours of a job to the AI Assistant, confirms what is missing, reviews the estimate lines priced from the client's rate card and approves the new estimate.
Create an Estimate From a File
See how an account manager attaches a client's scope spreadsheet to the AI Assistant, checks the deliverables, hours and third-party costs it extracts, answers what is missing and approves the new estimate.
Update a Rate Card
See how a finance manager asks the AI Assistant to raise a client's rates for some typology groups from a new date, reviews the current and new rates for every column, sees which estimates use the rate card and approves the change.
Compare Estimate Scenarios
See how an account manager asks the AI Assistant to compare a full scope, a reduced scope and a discounted rate against a client's budget, and creates the estimate from the chosen scenario.
Copy a Fee to the Next Year
See how an account manager renews a client's retainer by asking the AI Assistant to copy this year's Fee, with its estimate, to next year, apply an inflation rate to the estimate lines and activate the new estimate.