Build Your Firm's AI Operations Engine

Solopreneurs in professional services often rely on a patchwork of tools like HubSpot for deals and QuickBooks for invoices. These tools are excellent for their core function but create manual work in the gaps between them. Changing a deal stage in HubSpot does not automatically generate a detailed Statement of Work; a person must still open a document and manually write the scope.

Template tools like PandaDoc or DocuSign attempt to solve this but are fundamentally limited. They can pull a client's name and address into a template, but they cannot interpret your discovery call notes to write the project deliverables. A consultant still spends 45 minutes manually translating call notes into a structured SOW, calculating pricing, and defining a timeline. For someone sending five proposals a week, that is over 20 hours a month of unpaid administrative work.

The core issue is that these off-the-shelf products are designed for linear, isolated tasks. HubSpot manages customer data, and QuickBooks manages financial data. No tool provides a central intelligence layer that understands the entire client engagement from initial notes to final report. They lack the ability to parse unstructured text and convert it into structured data formatted for a different system, which is the root of most manual operational work.

The engagement would begin with a deep dive into your current workflow. We would map every step from your first client contact to your final invoice, identifying the specific documents, data points, and decision criteria involved. Syntora audits your existing tools like HubSpot and QuickBooks to understand their data schemas and API capabilities. You receive a detailed process map and a technical plan before any code is written.

The system's core would be a FastAPI service acting as your central operations hub. For proposal automation, we would use the Claude API to parse your unstructured call notes and extract key entities like project scope, deliverables, and timelines. A secure endpoint would take this structured data, combine it with client information from the HubSpot API, and generate a complete SOW document. We've built similar document processing pipelines using Claude API for complex financial reports, and the same pattern applies to generating client proposals.

The final system integrates directly into your existing workflow. A new deal in HubSpot could trigger the system, which then drafts a proposal and saves it to your Google Drive, sending a Slack notification for your review. The system would be deployed on AWS Lambda for cost-effective, serverless execution, typically costing under $15 per month to run. You receive the full Python source code and a runbook for maintenance.