Skip to main content
← W&S ServicesEntry No. 09

Documents

Documents.

Book 15 minutesNo contract until it's working.
01

Industry estimate

The average proposal takes 3 hours to make.

Proposals, intake forms, contracts. None of it should take half a day. Every hour reformatting a template is an hour not billing. Inconsistent docs create risk on top of all that.

Figures above are industry estimates, not W&S client results.

02

What we install

Three weeks. Then yours forever.

  • 01Proposal in 30 seconds. From the intake form.
  • 02E-sign link. One tap from the client.
  • 03Versioning. Expiration alerts.
  • 04Chase sequence until the signed copy comes back.
02b

Illustrative demo · the document loop

What it looks like in practice.

Every workflow runs as the same loop: a trigger, an AI step that drafts or sorts the work, a short approval from someone on your team, then the outbound action. The AI never sends on its own. The trigger and the action change for documents. The shape stays the same, which is how we add the next workflow once this one is running.

DEMO · DOCUMENTSProposal drafted in 24s · sent after approval
SERVICE PROPOSALW&S Consulting · 2026-0419CLIENTSample clientSCOPEEmail triage + lead captureCADENCEMonthly, in-personRATE$1,200 / moCLIENT SIGNATURESIGNED/01TemplateProposal v3.2/02Auto-fillfrom intake/03e-Sign1-tap link
Illustrative demo with sample data · the document loop
03

The terms

One paragraph of contract.

Engagement
A fixed setup, then a flat monthly fee
Billing
Month to month, no long contract
Setup
Approximately three weeks, in person in Atlanta
Your team
Approves every outbound action; Paige never sends alone
Cancellation
Cancel any time, no penalty
06

A short local conversation

See it work before you commit to anything. No slides. No contract until you have seen it run.

Or email Paige, our AI assistant, at [email protected]

A human

Approves every send

Nothing

Paige sends on her own

0

New software for you to learn