Protect your most valuable thinking time.
AI support for proposals, project visibility and billing readiness. Keep technical expertise focused on clients and delivery, not assembling administrative packets.
A proposed example, not a live product demo. Select each step to see what the agent prepares and what stays with your team.
A proposal lead approves the pursuit and supplies the requirements, deadline and permitted project-reference library.
A project manager needs a proposal and a billing update in the same week. The AI team assembles source material and exceptions; the PM makes the professional decisions.
The owner outcome: Protect senior technical time by making proposal preparation, project visibility and billing readiness less dependent on manual document assembly.
Choose the workflows that fit your operation. We design and implement each around your systems and your team, with clear approval rules. Start small or connect several.
Decide which opportunities deserve attention.
The workflowExtracts submission dates, mandatory requirements and questions from RFPs into a source-linked checklist.
Your team stays in controlPrincipals decide whether to bid and verify requirements.
Build tailored proposals without starting from scratch.
The workflowFinds approved project examples and resumes, then drafts sections against the RFP requirements.
Your team stays in controlYour team checks claims, scope and fees before submission.
Find the right precedent without searching every folder.
The workflowRetrieves approved project records, standards and correspondence with citations and document versions.
Your team stays in controlEngineers verify applicability; it does not perform engineering design.
Keep project commitments from falling between meetings.
The workflowTurns authorized meeting notes into draft decisions, owners, due dates and follow-up questions.
Your team stays in controlThe project manager confirms decisions and assignments.
Keep unanswered project questions visible.
The workflowClassifies incoming items, checks required fields and tracks responses against the project register.
Your team stays in controlLicensed professionals review technical responses and approvals.
Spot requests that may need a change order.
The workflowCompares new correspondence with the agreed scope and gathers evidence for a draft change request.
Your team stays in controlThe project lead decides entitlement, pricing and client commitments.
See budget pressure while there is time to act.
The workflowCompares approved budgets, recorded hours and remaining tasks; highlights exceptions for the project manager.
Your team stays in controlForecasts are reviewed estimates, not certified project outcomes.
Reduce delays between completed work and billing.
The workflowChecks milestones, time records and required supporting documents before assembling a draft billing pack.
Your team stays in controlFinance approves invoices; the project lead confirms completion.
Solution options are scoped and configured for your business, not a claim of ready-made integrations. Existing software comes first. The implementation packages below include only the workflows listed in each package.
Compare implementation packages +Which workflow would make the biggest difference to your team? Tell us where you would like to start.
Discuss these solutions +Project accounting such as Deltek Vantagepoint, approved CV/project libraries, document storage and work email. APIs, export permissions and access to each project must be validated.
Use native automation where it already meets the need. These are design options, not promises of working integrations.
Choose one proposal template or one project-reporting cadence. Run beside the existing process, review every output and measure preparation effort net of correction time.
Agree the baseline, access boundaries, review owner, acceptance tests and stop conditions before activation. Measure net staff time after review and correction, not just machine output.
We believe American small businesses can be among the biggest beneficiaries of AI. More capability for your team. Less work falling through the cracks. More room to grow. We’re building these solutions around your industry, with U.S.-based implementation and people you can talk to.
We know the owner’s perspective: 20 years running Merit Consulting and helping enterprises put technology to work. Merit continues today, and that experience now also stands behind Merit SMB AI. Meet the people behind the work ↗
Three starting points, with clear deliverables.
Examples, not guaranteed savings. Payback assumes you can put the returned time to useful work at the stated hourly value. Payroll may stay the same. Each package explains the assumptions below.
1 defined workflow. One location or team; 1–2 supported integrations.
Includes testing, team training, runbook, customer-owned deployment and 30-day defect correction. Vendor costs and ongoing support are separate.
3 defined workflows. One location or team; up to 3 supported integrations.
Includes testing, team training, runbook, customer-owned deployment and 30-day defect correction. Vendor costs and ongoing support are separate.
5 defined workflows for one agreed team or location. Up to 4 supported integrations, with richer exception handling and reporting.
Includes testing, team training, runbook, customer-owned deployment and 30-day defect correction. Vendor costs and ongoing support are separate.
Sector-specific scope: One approved project-document library and existing CRM/task tool. Claims cite approved sources. No CAD/BIM build, certified design, engineering calculations or autonomous bid submission.
Planning estimates, not binding quotes. Ranges assume permitted access, usable data, supported integrations and a named reviewer. The final proposal confirms deliverables, acceptance tests, handover and responsibilities.
Vendor licenses, model/voice usage, taxes and ongoing care are additional. Custom APIs, major data cleanup, regulated advice, autonomous financial actions and 24/7 response are not included unless expressly scoped. Lower software subscription prices are not equivalent to implementation services.
Managed care is optional. Choose who owns monitoring, updates and support after handover.
Your team operates the delivered workflows after handover. No ongoing monitoring, maintenance or support included. Vendor subscriptions and usage remain your responsibility.
Up to 2 support hours for agreed maintenance and troubleshooting. Additional work requires approval. Vendor costs are separate.
Up to 4 hours for agreed maintenance, monitoring review and improvements. No unlimited changes or 24/7 service. Vendor costs are separate.