From intake to proposal — the AI client workflow for agencies.
Send your client a smart link. AI turns their answers into a polished brief and proposal draft — then unlocks add-ons: analytics, playbooks, portfolio benchmarking, risk scoring, and pricing intelligence.
Built for the tools your agency already runs on
- Figma
- Webflow
- Slack
- Notion
- Google Drive
- Trello
- Shopify
Watch a 30-second demo
From intake to proposal — see the full AI workflow: brief generation, proposal draft, and the add-ons that follow.
Client kickoffs shouldn't take three weeks.
You send a questionnaire. They reply with two sentences. You ask follow-ups. They go quiet. By the time you have what you need, the project is already late.
of agency projects start without a proper brief
average time wasted chasing clients for answers
projects gets scope creep from unclear requirements
Sources: Smart Insights agency benchmark report, Asana State of Work, and PMI Pulse of the Profession.
From blank page to brief in under 10 minutes
Send a smart link
Create a project in 10 seconds and share a unique link with your client.
Client answers in-flow
Guided mobile-friendly questions. They save progress, you don't chase emails.
AI delivers brief + proposal
A 10-section brief and a proposal draft land in your dashboard — plus analytics, playbooks, and pricing intelligence ready to apply.
Everything you need to start projects right
ScopePilot replaces scattered emails, lost briefs, and guesswork with one AI-powered intake-to-proposal workflow — plus the add-ons agencies use to quote, plan, and win.
AI-generated briefs
Turn raw answers into 10 polished sections — goals, audience, scope, tone, success metrics, and more.
White-label intake
Add your logo and colours. Clients see your brand, not ours.
Mobile-friendly forms
Clients can answer from anywhere. Progress saves automatically.
Save 5–10 hours per project
No more chasing emails or rewriting answers. The brief writes itself.
Scope-creep insurance
Every assumption documented. A shared source of truth from day one.
Team-ready
Invite teammates, share dashboards, and manage all client projects in one place.
Look senior. Move faster. Win the kickoff.
Discovery is the most expensive part of any project — and the part clients hate most. ScopePilot removes the friction on both sides so you can quote confidently, scope tightly, and start producing on day one.
Acme Co — Marketing site rebuild
Increase qualified demo requests by 40% within Q3 by repositioning Acme as the category leader for mid-market teams.
Heads of Operations at 50–500 person SaaS companies, evaluating workflow tools in the next 90 days.
Confident, plainspoken, slightly playful. Avoid jargon and "synergy."
Built GDPR-aligned, EU-hosted by default.
Your client data is encrypted in transit and at rest, stored on EU-region infrastructure, and never used to train AI models.
EU-hosted by default
Data is stored in the EU. Wherever a sub-processor operates globally, we rely on Standard Contractual Clauses (SCCs) and a Data Processing Agreement.
Encrypted & isolated
TLS 1.2+ in transit, AES-256 at rest. Row-level security keeps every project and file scoped to your agency.
You control your data
Export or delete your data any time. Analytics cookies are opt-in. We give 30 days' notice before changing sub-processors.
What teams say after switching
Real reviews from studios and freelancers running client intake through ScopePilot.
“We were sending a 22-question Google Form to every new client and getting half of it back filled in, if we were lucky. The first week we switched to ScopePilot the brief came back complete before I'd even had a chance to follow up. The white-label is clean — clients think it's ours.”
“I do everything solo, so every hour counts. The bit that sold me was that the client can save their progress and come back — I was losing briefs halfway through all the time. Now they finish on their own time and I get a proper 10-section document instead of a voice note saying 'something modern, y'know?'”
“Honestly the thing that surprised me most was the quality of the brief itself — not just that it existed, but that it read well. I showed one to a client before we kicked off and they said it was the clearest project document they'd seen from any agency. That was worth the subscription on its own.”
See what chasing briefs is really costing you
Move the sliders. We'll show you the hours and euros ScopePilot puts back in your month.
Your numbers
Honest estimates work best.
What ScopePilot saves you
€49/mo Proof 24h spent today
in billable time recovered
Common questions
Do my clients need an account?+
No. They just open the link, answer the questions, and submit. No signup, no password.
Can I customize the questions?+
Yes. Project-type templates are live — websites, e-commerce, branding, landing pages, web apps and more. On Pro and Team plans you can also edit questions per template. Browse them at scopepilot.ie/templates.
What does the AI actually do?+
It cleans up messy answers, structures them into a 10-section brief, and fills gaps with sensible defaults you can edit.
Is there a free trial?+
Yes — 14 days, no credit card. You can run real projects through it before committing.
Can I white-label it?+
On Pro and Team plans, yes. Your logo, your colors, your subdomain.
Ready to start every project right?
Join agencies using ScopePilot to go from intake to signed proposal — and beyond, with AI analytics, playbooks, and pricing intelligence.
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