AI Scoping
Scopes in an afternoon, not a week of your best engineer’s time.
A guided discovery chat for your team. The AI asks the questions a senior analyst would, with answers you tap, reads the client’s documents, confirms the hours with you, and writes a structured SRS plus a client-friendly proposal.
Physio Plus · Discovery
AI · liveProposal status
- 01Chat in progress
- 02Document generated
- 03Sent
- 04Approved
What you can do. Day one.
Discovery with tap-to-answer options
Questions come with answer options, plus “Other” for anything unusual. The chat talks to your team, not the client.
Reads the client’s files
PDF and Word documents ticked on the lead are read as part of the discovery.
SRS and companion proposal
Every SRS gets a companion Proposal / Scope document rewritten from it, so hours and phases always match.
Live-edit and versions
Edit directly in the preview. Each send becomes V1, V2 and so on, and one version is finalised as the official scope.
Commercials included
Investment summary, payment milestones (with a suggested split), warranty and AMC terms, each switchable per document.
Team-safe PDFs
A branded client PDF, and a team version with every money detail stripped out.
AI in AI Scoping
How the AI works.
- Different prompt bundles per pillar: a multi-pass SRS for development, focused single-pass scopes for design and marketing retainers.
- It confirms project hours with you before generating anything, and writes from the conversation rather than inventing scope.
- Output is validated, retried, and escalated to a stronger model if it comes back broken.
- The same chat handles Change Requests and Additional Scope of Work, against a fixed hours budget if you set one.
- Runs on Google Gemini or Anthropic Claude, switchable in Settings, with usage and cost visible per feature.
Connected
Works with the rest of Apro OS. No integrations to maintain.
Starts from the lead’s notes and files; the proposal lives on the lead.
Explore CRMThe finalised scope becomes phases, grouped tasks and an hours budget.
Explore ProjectsAMC terms and milestones carry into the contract and billing.
Explore Contracts & AMCMore in Win the work
See your company
in one system.
Thirty minutes with the team that builds Apro OS and runs its own company on it every day.
- A walkthrough of Apro OS using a company like yours
- Your current tools mapped to modules, and what you can switch off
- Pricing for your team size