Proposal & scoping draft
Proposal and scoping draft removes the assembly work from a pursuit. It takes the client brief, the precedents the team has chosen and your own proposal template, and writes a first draft with the scope, the approach and the team shape already in place. Commercials are left blank. A partner rewrites the argument and approves the document before it goes anywhere near the client.
Step by step
Take in the client brief
The brief, the request for proposal and any call notes are read in from the pursuit folder or the shared mailbox.
Select the precedents to draw on
The team confirms which prior engagements the draft may draw on, so the approach is grounded in work the firm has actually done.
Draft scope and approach
The agent writes the scope, the phases and the approach section in your house structure, citing the precedent behind each choice.
Propose the team shape
It suggests the roles a comparable engagement used, leaving names and rates for the partner to decide.
List assumptions and exclusions
Everything the draft has assumed is written out plainly, which is usually where a scoping argument is won or lost.
Partner approves before it sends
The draft sits in the pursuit folder until a partner has edited, priced and approved it. The agent does not send to a client.
Exactly what this agent can see, touch and change
The same five controls sit behind every ollo agent. These are this one's settings — visible before you build it, not buried in an admin screen afterwards.
Context
What reaches the modelPractices that write many proposals against short deadlines, where the first draft usually falls to whoever has the least time.
Escalation
When it asks a personA partner approves the proposal before it is sent to the client
Applications & Rights
Which tools it uses, and what it may do in each
SharePointRead only
NotionRead only
GmailRead only
Google DriveReadWrites newCreates new records or documents. Never edits, moves or deletes anything that was already there.Verification
How you know it’s rightEvery claim links to the document it came from. A statement the agent cannot cite does not make it into the output — which is what makes the result reviewable in minutes rather than re-read end to end.
Who it’s for
Practices that write many proposals against short deadlines, where the first draft usually falls to whoever has the least time.
What you’ll need
- Proposal template supplied
- Precedent archive connected
- Approach language agreed per practice
- Partner named as approver
What you get
- A first-draft proposal document
- A written assumptions and exclusions list
- A suggested team shape
What it doesn’t do
It drafts words, not commercials. Fees, rate cards and contractual terms are left blank for a partner to complete, and it will not commit the firm to a delivery date or a named team.
We build the first one with you
Not a template you configure alone. We sit with your team, build it on real data, and hand over the controls.
Scope
One session with the people who actually do the work. We agree what the agent reads, what it may write, and who approves.
Co-build
Built on your own data, not a sandbox. You watch it being made, so you know why it behaves the way it does.
Handover
You own the controls. Change the context, tighten the rights, move the approval gate — without coming back to us.
Parts of the work currently spread across the categories below. It does not replace any of those products outright.
Frequently asked
Will it reuse client-confidential material in a new proposal?
Only material the team has explicitly selected, and it flags anything covered by a naming restriction. The draft cites the precedent it drew on, so a partner can see exactly what came from where before the document leaves the firm.
Why does it leave the fees blank?
Because pricing is a commercial judgment about a client relationship, not a drafting task. The agent has no view on what the firm should charge, and filling that field is the partner's job.
Does it work for a public sector tender?
It drafts against whatever structure you give it, including a tender response format with fixed question boxes. Compliance with the tender rules stays a human check, since a disqualification is not something a draft can undo.
How much of the draft usually survives?
The scope, the approach and the assumptions tend to hold; the argument for why this firm is the right choice is normally rewritten by the partner. That split is the intent. The agent does the assembly so the partner spends their time on the part that wins the work.