Workorb AI
Open siteOffice & Productivity
Introduction
Automated tasks and improved outcomes for customer-facing teams.
Workorb AI Product Information
Workorb AI — Automate Proposals and Business Development for AEC Home Products
Workorb AI is a specialized AI-powered platform designed to automate proposals and support business development for Architecture, Engineering, and Construction (AEC) firms and home products companies. The tool focuses on accelerating proposal creation, ensuring compliance with RFP requirements, and enabling safer, more productive use of firm knowledge and data. It emphasizes rapid drafting, accuracy, compliance, and seamless integration with existing workflows while offering dedicated support and strong security credentials.
How Workorb AI Helps Your Firm
- Quickly produce first-draft proposals and fee letters that reflect your firm’s expertise, past projects, and team members with high accuracy.
- Summarize RFP documents to inform pursuit decisions and Go/No-Go processes.
- Check proposals for compliance with RFP requirements to reduce costly mistakes and omissions.
- Safeguard firm value by capturing and leveraging firm knowledge and relationships, mitigating key-person risk due to turnover or succession.
- Reduce time spent searching and duplicating effort by consolidating information into a single knowledge source.
- Redirect more time toward billable work, project delivery, and strategic business development.
Key Features
- Automated first-draft proposals and fee letters
- RFP compliance checks and integrity safeguards
- Knowledge consolidation from firm data for faster access
- Cross-document cross-checking to minimize duplicates and errors
- Increase billable work by accelerating pursuit and BD activities
- Data-ready AI with no manual data entry required
- SOC 2 Type 2 compliant and ISO 27001 certified for security and trust
- Ownership and control of your data remain with your firm
How It Works
- Data Preparation and Onboarding: Workorb AI cleans and organizes your firm’s data to make it AI-ready with zero manual entry.
- Pursuit Analysis: The system analyzes RFPs, past proposals, and project data to inform pursuit decisions and build a strong first draft.
- Proposal Drafting: Generate accurate, compelling proposals and fee letters that reflect your expertise and team.
- Compliance Review: Automatically verify that submissions meet RFP requirements and internal standards.
- Knowledge Utilization: Leverage a single knowledge source to reduce duplication and improve response quality.
- Delivery and Optimization: Share, refine, and iterate proposals with dedicated client support and feedback loops.
Security, Compliance & Trust
- SOC 2 Type 2 compliant and ISO 27001 certified.
- You maintain full ownership and control of your data.
- Designed for responsible AI adoption with guided customer success and robust support.
Getting Started
- Start implementing Workorb AI with no disruption to existing workflows.
- Learn about onboarding, data preparation, and ongoing customer success support.
Safety and Legal Considerations
- Ensure proper governance of data and respect for confidentiality in client engagements.
Core Features
- Automated proposal and fee-letter drafting
- RFP summarization for rapid pursuit decisions
- Compliance verification against RFP requirements
- Centralized, AI-ready knowledge base with no manual data entry
- Data ownership retained by your firm
- Security certifications (SOC 2 Type 2, ISO 27001)
- Dedicated onboarding and customer success support