Every module earns
its keep.
Every plan runs on a shared practice-management core — clients, projects, time, and budgets. Most firms start with Revenue Agent on top of it, then grow into the rest of the platform. Built for the way professional services firms actually work.
Revenue Agent
Win more work, faster.
Upload any RFP and Revenue Agent reads the entire document — even 100+ pages — pulls out the requirements, scores whether the opportunity is worth pursuing, and drafts a full proposal section by section in your firm's voice. What used to take days of copy-pasting boilerplate now takes minutes, with a human reviewing every word before it goes out.
- Reads and summarizes 100+ page RFPs
- Go / No-Go opportunity scoring
- Section-by-section proposal drafting
- Recalls language from your past winning proposals
Profit Sentinel
Turn tracked time into paid invoices.
Profit Sentinel turns the billable time and expenses your team already tracks into client invoices — grouped by rate, with nothing double-billed. Generate an invoice from a project or client in one click or build one line by line, track each from draft to paid, and see exactly what's outstanding and overdue across the firm.
- One-click invoices from a project or client's unbilled work
- Line-item invoices with automatic totals
- Track every invoice from draft to paid
- Outstanding & overdue at a glance (AR aging)
Compliance Shield
Never miss a compliance gap again.
Compliance Shield audits certificates of insurance, contracts, and legal documents against your firm's own requirements. Every missing clause, expired coverage, and absent waiver gets flagged instantly — with a plain-English reason and a recommendation your team can act on.
- Certificate of insurance (COI) auditing
- Contract and legal document review
- Checked against your firm's own rules
- Instant risk and expiry flagging
Knowledge Architect
Turn field notes into polished reports.
Type or paste your rough field notes and Knowledge Architect turns them into a fully formatted technical report that matches your firm's style. Already have a draft? Upload it and run a quality-assurance check against your standards before anything reaches a client — so institutional knowledge gets captured instead of lost.
- Rough field notes into formatted reports
- Standards QA check on any draft (PDF, DOCX, TXT)
- Built-in QA compliance check
- Matches your firm's writing style
The practice-management foundation
Included with every planBefore you add a single AI module, every plan comes with the core your firm runs on — clients, projects, time, and budgets. This is where your work lives, and it's what the modules plug into. (Turning tracked time into invoices is what Profit Sentinel adds.)
Clients
Every client relationship in one place.
Keep a complete, living record for each client — who to talk to, every document, every note, and a full history of what's happened. No more digging through inboxes and drives to find where a relationship stands.
- Contacts tagged by role — decision-maker, billing, field
- Document storage — contracts, COIs, proposals, reports
- Notes and an auto-logged activity timeline
- Status, industry, and commercial lead tracked
- Linked to all of that client's projects
Projects
Run every engagement, start to finish.
Plan the work, staff it, track the hours, and watch the budget — all in one project. Break jobs into tasks and phases, log time and expenses against them, and let Stint AI calculate revenue, cost, and margin as you go. Bringing work over from another tool? Import straight from Harvest or a CSV.
- Tasks and phases with budgets and due dates
- Team members with cost and billing rates
- Time tracking and expenses, with CSV export
- Live profitability — revenue, cost, and margin
- Import existing projects from Harvest or CSV
The AI modules build on this core: an awarded Revenue Agent proposal spins up a real project automatically, and Profit Sentinel bills invoices straight from the time your team tracks.
Marketing
BonusThe Marketing add-on keeps your firm in front of clients and prospects. It writes social posts for LinkedIn, X, and Instagram, drafts client messages for occasions like project completions, referrals, and anniversaries, and reminds you to follow up on proposals that haven't been answered — all in your firm's voice. Add it to any module for +$149/mo — free with the All Modules Bundle.
Not sure where to start?
Start with Revenue Agent — it pays for itself the first time it wins you a bid — then expand. Compare plans and start a free 7-day trial — card required, no charge for 7 days.
See pricing