Client Requests
Intelligent intake and qualification for client briefs, RFPs, and marketing inquiries. The Client Requests module serves as the front door for all incoming client briefs, RFPs, and consulting requests. It automatically extracts key requirements, marketing goals, target audiences, timelines, and budget constraints from unstructured documents. The module scores commercial fit against agency criteria, identifies missing information needed for discovery, and creates structured client records ready for scoping.
- Automated RFP requirement extraction
- Opportunity qualification & discovery gap analysis














