Win the work. Without living in proposals.
VERA turns your scoping notes into proposals and statements of work, documents every scope change, writes client status updates, prepares retainer renewals, and keeps referrals moving. You stay in complete control by approving every action.
No credit card required · You approve every action · Works from your own templates and rate card
- Built for service firms
- Never acts without approval
- Uses your templates and rate card
Built from Tuesday's scoping call
Today's priorities
Powering service firms from first engagement to a full retainer book
Your firm runs on approval.
Three simple steps. No document goes to a client until you send it.
VERA watches every engagement
It tracks your open proposals, signed statements of work, active projects, retainer terms, and invoices across the tools your firm already uses.
VERA prepares the documents
Proposals from your scoping notes, statements of work, change requests, sponsor status updates, and renewal recaps, written and ready before your next client call.
You approve
See exactly what VERA plans to send or charge. Approve, edit, or decline. VERA executes only what you approve, and the scoping judgment stays with you.
Stop losing work to the proposal backlog.
The bottleneck in a service firm is rarely the delivery. It is the paperwork between the call and the contract. VERA writes the first draft of all of it.
Proposal turnaround
A good scoping call goes cold in a week. VERA drafts the proposal from your notes and rate card the same day, so you send it while the conversation is still warm.
Scope creep
Extra work slips in unpriced because writing the change request is a chore. VERA drafts it against the original statement of work the moment new scope appears.
Silent projects
Sponsors get nervous when they do not hear from you. VERA drafts the weekly status update from what your team logged so nobody wonders.
Retainer renewals
Renewals get discussed the week they expire, which is the worst time. VERA prepares the results recap and renewal terms weeks ahead.
Referral timing
The best moment to ask for a referral is the week a project lands well, and that is exactly when you are busiest. VERA drafts the ask on time.
Billing follow-up
Know which engagements have unpaid invoices and send a professional reminder in seconds instead of at month end.
Everything a great engagement manager does - on your approval.
VERA proposes the work; you decide what happens. Here is what that means for your firm.
Proposals out the same day
VERA turns your scoping notes into a structured proposal with approach, deliverables, assumptions, and price from your own rate card, ready for your edit and signature request.
Statements of work that hold up
Deliverables, milestones, assumptions, and exclusions get written down before kickoff, so the engagement has a document to point back to.
Price every scope change
When new work appears mid-project, VERA drafts the change request against the signed statement of work with a revised timeline and price.
Sponsors who never wonder
VERA drafts the status update for each active engagement from what your team logged: what shipped, what is next, what is blocked.
Renew retainers before they lapse
VERA watches term end dates and prepares a results recap plus proposed renewal terms weeks ahead of the deadline.
Ask for referrals at the right moment
When a project wraps well, VERA drafts the specific referral ask and recommendation request while the client is still delighted.
Tell VERA what you need, in your own words.
The kind of thing professional services ask for every day. VERA drafts it and waits for your approval.
Turn my scoping notes for Redwood into a proposal.
VERA builds the problem statement, approach, deliverables, and price from your notes and your standard rate card, then holds the proposal for your review before the client sees it.
The client added two more integrations.
A change request documenting the added scope, revised timeline, and revised price, drafted against the original statement of work and waiting on your approval.
Which proposals have gone quiet?
Every open proposal ranked by value and days since the last contact, each with a short, non-pushy follow-up already drafted.
What retainers are up for renewal?
Engagements approaching the end of their term, each with a results recap and a renewal conversation drafted for you to send when you are ready.
A day with VERA.
You keep the client relationships and the scoping calls; VERA writes the paperwork around them.
- 8:00 AMYour briefing is ready
VERA prepares the firm's briefing across pipeline, delivery, and retainers before your first meeting.
- 9:00 AMApprove the morning batch
One review, and the day's client-facing documents are queued.
- ✓Approve proposal drafts
- ✓Approve change requests
- ✓Approve sponsor status updates
- ✓Approve proposal follow-ups
- Throughout the dayVERA keeps engagements documented
While you are on scoping and delivery calls, VERA keeps the record straight.
- ✓Drafts proposals from call notes
- ✓Flags scope added without a change request
- ✓Tracks proposals that have gone quiet
- ✓Watches retainer end dates
- ✓Prepares renewal recaps
- 6:00 PMLog off
No writing proposals after dinner. The draft was ready hours ago and you already approved it.
The paperwork, already written.
Every document professional services send, set up with your business details, pricing, and branding.
Proposal
Problem, approach, deliverables, and price in a document a prospect can sign.
Statement of Work
Deliverables, milestones, assumptions, and exclusions pinned down before kickoff.
Retainer Agreement
Monthly hours or scope, response times, and renewal terms in plain language.
Change Request
New scope, revised timeline, and revised price documented before the team starts it.
Project Status Update
What shipped, what is next, and what is blocked, written for the client sponsor.
Referral Request
A specific ask to a happy client at the moment a project wraps well.
What professional services get back.
The hours VERA takes off your week, and where they come from.
of proposal and status admin off your week
Typical small-firm estimate, not a guaranteed result
from scoping call to proposal in hand
Illustrative: the draft is ready the same day the call ends
more retainers renewed on time
Illustrative figure when renewal conversations start before the term ends
view of every open proposal and active engagement
Built from the systems your firm connects
Illustrative outcomes based on the desk work VERA takes on. Your results depend on your business.
Built for how professional services actually work.
“Our win rate was never a selling problem. It was a turnaround problem. VERA drafts the proposal from my scoping notes the same afternoon, and I edit and send instead of blocking out a Sunday for it.”
“We used to eat scope changes because writing the change request felt petty. Now VERA drafts it against the signed statement of work the day the new work appears, and it reads like documentation instead of a complaint.”
“Sponsors churn when they go quiet on your radar and you go quiet on theirs. VERA writes the weekly update from what the team logged. I approve four of them in ten minutes.”
“Retainers used to renew in a panic during the final week. VERA flags the term forty-five days out with a recap of what we actually delivered. That conversation goes very differently now.”
“Every proposal gets a follow-up now, worded like a person rather than a sales sequence. I approve them from my phone between calls and deals stopped quietly dying.”
“The best time to ask for a referral is the week you deliver, and that is the week I have no time. VERA has the ask drafted and waiting. That is most of our new business now.”
Illustrative examples of how professional services use VERA. Verified customer stories coming soon.
Built to keep you in the loop.
Actions you approve
Every external action, gated by you
To first workflow
Connect, assign, approve, done
Integrations
Sign-in connectors, no keys
Actions logged
Append-only, exportable audit trail
Silent actions
VERA never acts without a record
Faster busywork
Recurring ops, off your plate
Most popular with service firms.
Connect your CRM, scheduling, billing, and team tools so VERA works from your real proposals, engagements, and retainers.
Sign in once, no API keys. VERA reads only what you approve. Logos indicate available integrations, not partnerships.
Plans that grow with your engagement book.
Every plan starts with a free trial. Below are VERA's standard plans - choose the one that matches how much work you have in flight.
Starter
For solo business owners testing VERA
Billed monthly · cancel anytime
Draft and approve everyday work in one place.
Start 7-day trialIncludes trial credits to explore VERA. Upgrade anytime to unlock your plan’s full credits and features.
Best for getting one business's everyday work drafted, approved, and out the door.
- Seats included
- 1
- Connected integrations
- 5 accounts
- Monthly AI credits
- 1,000 / mo
- Automation
- Manual approval
- 1 brand / workspace
- 25 scheduled tasks / month
- Social, email & reply drafting
- Basic research + proposal drafts
- 30-day task history
- Standard support
Growth
For active small businesses
Billed monthly · cancel anytime
Run recurring campaigns and lead workflows on autopilot, with approval.
Start 7-day trialIncludes trial credits to explore VERA. Upgrade anytime to unlock your plan’s full credits and features.
Best for businesses running weekly campaigns and lead workflows.
- Seats included
- 1
- Connected integrations
- 15 accounts
- Monthly AI credits
- 2,500 / mo
- Automation
- Auto-pilot + guardrails
- 3 brands / workspaces
- 150 scheduled / automated tasks / month
- Content calendar + scheduling
- Recurring workflows & auto-pilot rules
- Advanced approval workflow
- 6-month task history
- Priority support
Pro
For power users, agencies & multi-brand teams
Billed monthly · cancel anytime
Manage many brands and a team with roles and permissions.
Start 7-day trialIncludes trial credits to explore VERA. Upgrade anytime to unlock your plan’s full credits and features.
Best for agencies and teams running many brands with roles and approvals.
- Seats included
- 5 included
- Connected integrations
- 50 accounts
- Monthly AI credits
- 10,000 / mo
- Automation
- Advanced + roles
- 10 brands / workspaces
- 1,500 scheduled / automated tasks / month
- Client workspaces + white-label exports
- Reusable workflow templates
- Approval roles & team permissions
- 12-month task history
- Priority support
Start with trial credits for 7 days. Upgrade anytime to unlock your selected plan’s full monthly credits, automations, integrations, and team features. No commitment during your trial. How credits work
What credits get you
Real per-action costs from the product.
- Draft a post, email, or reply3 credits
- Create a full content calendar25 credits
- Research your competitors25 credits
- Analyze business data or a report20–50 credits
- Run an approved automation5–25 credits
- Heavy agent task (web + tools)50–150 credits
Your plan’s monthly credits work across all of these, mix and match drafts, research, and automations however you like.
How credits work
- What uses credits?
- AI work: drafting content, research, analysis, and running approved automations. Simple chats cost the least; heavy agent tasks cost more.
- Do unused credits roll over?
- Your monthly plan allowance resets each billing cycle. Credit packs you buy separately roll over and don't expire.
- Can I buy more credits?
- Yes, add credit packs anytime (from $10 for 500 credits), or turn on auto top-up so work never stalls.
- What are the plan limits?
- Each plan includes a set number of seats, connected integrations, and scheduled tasks (see each card). Approval and automation capabilities also step up by plan.
- What does that look like in practice?
- Using the per-action costs above, Growth's 2,500 monthly credits cover roughly 800 drafted posts, or 100 competitor research runs, or 100 full content calendars a month, mix and match however you work.
- What do I get during the 7-day trial?
- A limited pool of trial credits to explore VERA, enough to evaluate it, not the full paid allowance. Upgrade anytime and your selected plan's full monthly credits and features unlock immediately.
- What happens when I run out of credits?
- The next AI action pauses before it runs (nothing is half-charged) and VERA prompts you to buy a credit pack or upgrade your plan. Work already completed is unaffected, and your monthly credits refill at the start of the next billing cycle. Turn on auto top-up and VERA adds a pack automatically so nothing stalls.
Your data stays under your control.
Encrypted in transit
All traffic served over HTTPS/TLS.
Secrets encrypted at rest
Connector tokens & API keys encrypted at rest.
No selling, no profiling
Your data is used only to do the work you ask.
Export & delete anytime
Disconnect a tool to revoke access instantly.
Frequently asked questions.
01Will VERA send proposals or contracts without permission?
No. Every proposal, statement of work, change request, and status update is a draft. You approve, edit, or decline it, and every action is logged.
02Can it write a proposal from my scoping call notes?
Yes. Paste or connect your notes and VERA builds the problem statement, approach, deliverables, assumptions, and price using your own rate card and template. The scoping judgment and the final wording stay yours.
03How does it handle scope changes?
When new work appears against a signed statement of work, VERA drafts a change request with the added scope, revised timeline, and revised price, so the conversation with your client is documented instead of awkward.
04Can it keep clients updated on active projects?
Yes. VERA drafts a sponsor-facing status update per engagement from what your team logged: what shipped, what is next, and what is blocked. You approve before it sends.
05Does this work for IT services, engineering, design, and recruiting?
Yes. The shape is the same across professional services: you scope work, price it, deliver it, report on it, and renew it. VERA works from your own templates and rate card, so the vocabulary is your firm's, not ours.
06How is this different from VERA for marketing agencies?
The agency page is built around campaign performance, ad platform reporting, and content calendars. This page is built around proposals, scoping, statements of work, and retainer relationships. Pick whichever describes how you actually sell and deliver.
07Can my whole delivery team use VERA?
Yes. Growth and larger plans include multiple seats, so your principals, delivery leads, and operations staff can review and approve work together.
Stop writing proposals on Sunday night.
See how VERA drafts the proposals, statements of work, status updates, and renewals your firm runs on, while you approve every word.
- No credit card required
- You approve every action
- Cancel anytime
Not quite your business?
VERA is set up differently for every trade. Pick the one that fits yours.
Home Services
Real Estate
Healthcare
Food
Automotive
Marketing