Automate Scope of Work and SOW Generation

Most small consultancies rely on proposal software like PandaDoc or Proposify combined with a CRM. These tools are excellent for managing templates, collecting e-signatures, and tracking document opens. However, they fail at the most time-consuming part: interpreting client needs and constructing the actual scope of work. They manage the document's container but offer no help with its contents. The core logic of scoping remains a manual, error-prone process.

Consider a 15-person marketing agency. The founder takes discovery call notes in a Google Doc, capturing client requests like 'we need three new landing pages,' 'a monthly analytics report,' and 'help with Google Ads.' To create the SOW, they must manually translate these notes into the agency's official service descriptions, look up pricing for each line item in a separate spreadsheet, and write out detailed deliverables. This process takes over an hour of an expert's time for each proposal and is prone to costly mistakes like miscalculating prices or forgetting a key deliverable mentioned on the call.

The structural problem is that these template-based tools cannot parse unstructured language. They operate on fixed content blocks and variables, not on semantic meaning. They cannot understand that 'analytics report' from the call notes maps to the 'Tier 2 Performance Analytics Package' in the service catalog with a price of $1,500/month. This architectural limitation forces your most senior people into a loop of repetitive, low-value administrative work.

The first step would be an audit of your existing scoping process. Syntora would analyze 10-15 of your recently issued SOWs, the corresponding discovery call notes, and your pricing spreadsheets. This audit deconstructs your services into a structured catalog of modules, each with defined deliverables, pricing rules, and dependencies. You receive a clear map of your service logic before any code is written.

The technical approach uses a FastAPI backend to connect your service catalog to the Claude API. When you paste raw call notes into the system, the Claude API's `tool_use` functionality parses the text, identifies which services the client needs, and extracts quantities or parameters. The system then pulls the corresponding service modules and pricing from a Supabase PostgreSQL database to construct a structured SOW. This database-driven approach means you can update services and pricing without changing any code.

The delivered system would be a simple web interface that generates a complete SOW draft in under 2 minutes. The output is formatted markdown or JSON that you can paste directly into your existing proposal software. Deployed on AWS Lambda, the infrastructure cost is typically under $50 per month. You get the full source code, a runbook for managing the service catalog, and a system built to reflect exactly how you scope and price your work.