Paste a call transcript or notes, fill any fields you know, then click Generate — AI will web-search local crime data and draft the proposal. Edit anything before saving.
AI-Generated Content — review and edit before saving
✓ AI-drafted cover email ready — click ✉ Email on the pipeline card after saving to review and send
Point of contact
Site & service
⚠ Engagement falls within hurricane season (June 1 – Nov 30). If proposal is accepted, the 3x Acts of God clause activates automatically.
Pricing — engine suggests, you decide. Every field editable.
engine default — verify with local market data for this city
suggested: $250–$1,000 by scope
🔒 Internal only — never appears in client documents
Officer pay basis$17.00/hr
Your margin per post hour—
Est. gross margin (engagement)—
Custom section
Additional content appended to the proposal. Client-visible — write in final presentation language.
Internal notes & follow-up
🔒 Internal only — never shown to client, not included in proposal or email
Nothing is emailed automatically — you send the sign link from your own email (draft-before-send, always).
Client Database
Review AI Regeneration
Check each section to apply. New content is editable — refine before applying.
⚠ Site or city changed — calls-for-service research re-run for the new location.
Regenerating... Searching crime data for the new location, drafting sections…
Current
New (editable)
Current
New (editable)
Current
New (editable)
— plain text, {{SIGN_LINK}} is placeholder
Current
New (editable)
Unchecked sections keep their current content.
Send proposal email
m.rock@ussagency.com, j.rodriguez@ussagency.com
Edits save automatically to the proposal record. Sign link is already inserted into the body.
Internal notes
🔒 Internal only — never shown to client or included in proposal