Deliver more client work
without adding more coordination.
We automate lead intake, proposals, onboarding, recurring reporting, status updates, project coordination, and knowledge retrieval so your specialists spend more time delivering the work clients hired them for.
Winning the work is not the bottleneck. Running it is.
Every new client sets off the same chain of manual work: a proposal built from scratch, a checklist rebuilt from memory, a report assembled the night before it's due. None of it is hard, and all of it pulls senior people away from the work clients actually pay for. Left alone, this is the ceiling on how many clients a firm can carry without hiring pure coordination headcount.
- Every proposal starts from a blank document instead of the last one that worked.
- Onboarding gets rebuilt by hand for every new client, and the checklist lives in someone's memory.
- Weekly and monthly reports get assembled the night before they're due, pulled from four different tools.
- Meeting notes, follow-ups, and change requests depend on whoever remembers to send them.
The answer to a client question lives in someone's inbox, not your system.
Scope documents, past proposals, and client-specific procedures spread across email threads, shared drives, and whoever handled the account last. New hires spend their first months hunting for answers instead of delivering, and even senior staff lose real time confirming what was actually promised.
"Where are we on this?" times every active client.
Two more places agencies and consultancies quietly lose hours every week.
Status updates eat delivery time
Every client deserves a clear status update, and every update costs a context switch: open the project tool, pull the numbers, write the summary. A recurring reporting workflow assembles the factual summary on schedule, and routes anything that needs judgment to the account lead before it goes out.
Meeting follow-ups fall through
Action items and decisions from a client call are only useful if someone captures and sends them the same day. When that depends on whoever has time, follow-ups slip and scope conversations get relitigated. A meeting brief generator drafts the summary and action items immediately, for a human to check and send.
The stack we build for agencies and consultancies.
Scoped to how you actually deliver, wired into the tools you already run, owned by you.
Lead Qualification, Proposals, and Agreement Prep
Inbound inquiries are scored against your ideal client profile and routed to the right partner. Proposal drafts, scope language, and agreement prep pull from your own past work, and a human approves everything before it reaches a client.
Explore Sales Follow-Up and Proposal Automation →Client Onboarding Workflow
Forms, documents, e-signatures, workspace provisioning, and the kickoff checklist fire automatically the moment a client signs, so onboarding does not compete with delivery work for someone's attention.
Explore Onboarding Automation →Recurring Reporting, Status Updates, and Meeting Briefs
Weekly and monthly client reports, project-status summaries, and meeting briefs are assembled on schedule from the systems you already use, with a clear line between the automated summary and anything that needed judgment.
Explore Automated Reporting →Internal Delivery Knowledge Assistant
Scope documents, past proposals, and client-specific procedures become one searchable source instead of a folder tree, so specialists and new hires get answers without hunting through email.
Explore Internal Knowledge Systems →Money Leak Assessment
Not sure where to start? We map how leads, proposals, onboarding, and reporting actually move through your firm, quantify the leaks in your own numbers, and hand you a prioritized Money Leak Blueprint. The $1,500 assessment fee credits toward any build.
Explore the Money Leak Assessment →The questions agency and consultancy owners actually ask.
Do you actually use these systems yourselves?
Yes. We run our own consultancy on the same category of systems described on this page: lead qualification and routing, an AI Deal Desk workflow for proposal drafting, an onboarding portal, and recurring reporting. This is an internal Key's Touch implementation, not a client case study, and we describe capabilities only, not results figures or client names.
Does the AI write proposals or make decisions our clients see without review?
No. Proposals, scope language, and agreements are drafted for a human to review and approve before anything goes to a client. The AI removes the blank-page problem and the rekeying between tools, not the judgment call on what to promise or price.
Will it work with the project management and CRM tools we already use?
That's a scoping question we answer honestly in discovery. Some platforms have clean APIs, some need middleware or structured exports, and some steps are best kept human with AI drafting alongside. We map your exact stack during the audit and only quote what we can actually wire up.
How do you handle client materials in our project folders?
Client documents, contracts, and account details stay in your systems. Model API calls run under enterprise terms that don't train on your data, and we align on a data-handling agreement scoped to your obligations before any build starts. We document how data flows so your own client agreements stay accurate.
What does it cost?
Every build is scoped after discovery and quoted as a fixed price before any work starts. The first paid step is the $1,500 Money Leak Assessment, which maps how work actually moves through your firm, sizes the opportunity in your own numbers, and credits toward the build if you move forward.
Free up your specialists to do the work they were hired for.
Book a free 15-minute Discovery Call. We'll learn how leads, proposals, onboarding, and reporting flow through your firm and confirm whether a Money Leak Assessment makes sense. No pitch, no obligation.
Book a Free 15-Minute Discovery Call →