Proposal generation automation for restructuring advisory firms typically costs between $3,500 and $15,000 for a fixed-price engagement, depending on your current data sources and proposal complexity. Foundational projects, like automating standard engagement letter generation, begin at the lower end. A complimentary systems audit will pinpoint the exact investment required to streamline your firm's proposal workflow.
We conduct an in-depth review of your current proposal process, identifying key data points, conditional clauses for different distressed asset scenarios, and your preferred document outputs. This includes mapping how you currently pull client data, service scopes, and fee schedules to create engagement letters and pitch decks.
Our team builds and integrates the automation solution, often leveraging your existing CRM and document management systems to dynamically generate proposals. We configure templates to automatically populate with client information, specific advisory services (e.g., debt restructuring, turnaround management), and corresponding fee structures.
We provide comprehensive training for your team on how to efficiently use the new proposal generation system. This ensures seamless adoption, allowing your advisors to quickly produce accurate, customized proposals and engagement letters with minimal manual effort.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit