PraxisStart a conversation Estimating and proposals
Bring plans, notes, and scope together into work your team can review before setting the price.
See Plan to takeoff →Solutions
Start with the work
you need help with.
Find an AI assistant by the job it helps prepare, or explore what that work looks like in your industry.
By business need
One recurring job is a good place to start.
Customer follow-up
Prepare a reply or recap with the details and next steps in one place. Your team checks the commitments before sending.
Talk about your follow-up process →Reporting and daily operations
Bring updates, open items, and decisions together so you can see what needs attention.
See the daily briefing example →Merlin
Explore Merlin and how it helps organize the context behind your work.
Meet Merlin →By industry
Find your kind of business.
Construction
Takeoffs, site follow-ups, and owner reports. Prepare the work that keeps the project moving.
Explore construction →Service companies
Customer inquiries, estimates, and job follow-ups. Start with the work that keeps coming back to the office.
Talk about your service business →Retail
Product information, customer replies, and campaign drafts. Your team chooses the offer and approves what goes out.
Talk about your retail business →Professional services
Meeting recaps, client follow-ups, and daily briefings. Keep the context close to the next decision.
See a client briefing workflow →Creative studios
Organize a brief, outline a proposal, and prepare the next client update. Your team sets the direction and scope.
Talk about your studio →