Discovery · Decision · Delivery · Intelligence

The Operating System
for Digital Agencies

Structure every engagement from opportunity through delivery with intelligence built for digital project teams.

Free workspace to startNo credit card requiredWhite-label ready
Faster discovery deliverables
100%
Lifecycle coverage
Zero
Manual document generation
One
Platform for every team
Lifecycle

The Entire Engagement Lifecycle. One Platform.

From winning opportunities to delivering signed reports — every phase structured and connected.

01

Opportunity Intelligence

Shape and win the right work

  • Technology signal detection before the first call
  • Architecture complexity indicators
  • Opportunity scoring and pursuit decisions
  • Pitch preparation and opportunity briefs

Better pitches. Stronger deals.

02

Discovery Intelligence

Understand the full client environment

  • Document ingestion and AI extraction
  • Stakeholder surveys and synthesis
  • System and integration architecture analysis
  • Workshop Studio for structured sessions

Complete picture. No hidden gaps.

03

Solution Design

Design the right solution

  • Experience and capability architecture
  • Target state systems and data design
  • Non-functional requirements capture
  • Implementation approach and phasing

A shared blueprint before estimation begins.

04

Estimation Intelligence

Price the engagement accurately

  • Architecture and integration complexity scoring
  • Implementation effort modeling by role
  • Recommended team composition
  • Milestone and timeline planning

Evidence-based estimates. No guesswork.

05

Decision Intelligence

Resolve what discovery surfaces

  • Convert gaps and risks into structured decisions
  • AI-generated options and recommendations
  • Score by urgency, impact, and complexity
  • Track ownership through full decision lifecycle

Clear decisions. No stalled engagements.

06

Delivery Intelligence

Ensure successful execution

  • Roadmap and project plan generation
  • Delivery risk and milestone monitoring
  • Onboarding intelligence for delivery teams
  • Jira, Asana, and ClickUp integrations

Projects delivered with confidence.

07

Document Center

Deliver polished client outputs

  • Generate documents from project intelligence
  • Approval and redlining workflows
  • Signature workflows with version tracking
  • White-label branded output

Client-ready deliverables. No manual work.

Intelligence

Built-In Intelligence at Every Phase

Structured AI across the full engagement lifecycle — not a chatbot bolted on the side.

Opportunity Intelligence

Research prospects, detect technology signals, and score opportunities before discovery begins.

Document Intelligence

Analyze RFPs, briefs, and project documents to extract systems, stakeholders, and risks automatically.

Stakeholder Intelligence

Collect and synthesize structured feedback from stakeholders through surveys and AI analysis.

Solution Design

Design the target state architecture — capabilities, systems, data, and implementation approach — from discovery findings.

Decision Intelligence

Score, prioritize, and resolve the gaps and risks discovery surfaces before they stall delivery.

Engagement Hub

Manage participants, tasks, decisions, and client collaboration from a shared engagement workspace.

Estimation Intelligence

Predict effort and complexity across architectures and integrations with structured, evidence-based scoring.

Document Center

Generate, review, approve, and deliver signed client documents directly from project intelligence.

Platform

One Workspace. Every Engagement.

Architecture, discovery, decisions, and reports — all connected in one structured platform.

Architecture Diagram
Discovery Canvas
Commerce Platform
ERP System
PIM
OMS
3PL
Data Warehouse
Engagement Workspace
Discovery Intelligence
Architecture Analysis
Integration Complexity
Stakeholder Gaps
Delivery Risks
Estimation Inputs
Decision Center
Decision Intelligence
iPaaS Selection — Critical
Data Model — High
Integration Strategy — High
Auth Provider — Medium
Phasing — Medium
Reporting Engine
Reports & Approvals
Discovery Report — Draft
Executive Summary — Review
Architecture Doc — Approved
SOW — Signed
Who It's For

Built for Every Role on the Engagement

Advisors & Consultants

Structure opportunity analysis and discovery engagements end to end.

Solution Architects

Design architectures, integrations, and data models with full context.

Delivery Teams

Generate project plans and monitor delivery risk continuously.

Agency Leadership

Track complexity, resource needs, and delivery health across all projects.

Pricing

Pricing That Scales With Your Work

Start with a free workspace and expand as your firm grows.

Pricing is based on active engagements rather than seats — aligned with how agencies actually operate.

Explorer
Free
First project · Full platform access
Team
$5,000/mo
Up to 5 concurrent projects
Platform
$10,000/mo
Up to 15 concurrent engagements
Enterprise
Custom
Multi-team · Tailored rollout
View Full Pricing

Start Structuring Your Engagements Today

Create a workspace and see how the platform helps your team win better work, run sharper discovery, and deliver with confidence.