Stage 1 of 5 — Design

Engagement design, automated.

Generate fee proposals and scope engagements in minutes, not days. Corpflow drafts the proposal from a structure tree, prices every jurisdiction live, and ships it through your existing signature workflow.

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Part of the 5-stage Corpflow value chainSee all stages
app.corpflow.ai/proposals
Engagement proposal
Aldgate Holdings — Q3 setup
AI drafted
Jurisdiction
Scope
Term
Fee
Delaware
LLC formation + registered agent
Year 1
$2,400
Cayman Islands
Exempted company + annual return
Year 1
$6,800
Luxembourg
S.à r.l. setup + RBE filing
Year 1
$9,200
England & Wales
Ltd + confirmation statement
Year 1
$1,650
Total — Year 1, ex VAT
$20,050
Generated from the structure tree in 8 seconds.
The problem

Pricing a deal shouldn't take a week.

Most CSPs lose deals at the proposal step — not on price, but on speed and consistency. Corpflow collapses scoping and pricing into a single workflow your team can run before the prospect gets off the call.

Proposals live in a Word template nobody owns.

Every new engagement starts from someone's last deal, with stale fees and missing jurisdictions. Version drift is constant; pricing answers are inconsistent across the firm.

Multi-jurisdiction scoping takes days.

Pricing a holding structure that touches Delaware, Luxembourg, and the Caymans means three partners, three rate sheets, and a week before the client hears back.

Sales cycles stall before they start.

By the time the proposal ships, the prospect has talked to two other firms. Speed-to-quote is your funnel — and right now it's measured in days, not minutes.

In Corpflow

From structure tree to signed proposal.

Three ways Corpflow takes the work out of pricing an engagement — without locking you into a generic template.

PandaDoc-ready

Fee proposals from a structure tree.

Drop in the entities and jurisdictions a prospect needs; Corpflow drafts a priced proposal in seconds — line items, year-one fees, and recurring rates — and ships it via your PandaDoc account for signature.

30+ jurisdictions

Multi-jurisdiction scope builder.

Pick countries from a catalogue with locked-in formation, agent, and filing fees. Every jurisdiction added updates the proposal total live — no spreadsheets, no rate-sheet roulette.

By client type

Reusable engagement templates.

Save the shape of a typical client — funds, in-house legal, holding groups — once. Every new proposal of that type starts pre-scoped, with your firm's standard fees and the right service mix.

See it on your jurisdictions

Price a real engagement in your tenant.

We'll scope a proposal against the jurisdictions and fee structure you already run.

Outcomes

Faster proposals, fewer revisions.

<10m
From kickoff call to a priced, multi-jurisdiction proposal
30+
Jurisdictions with locked-in formation and recurring fees
1x
Single source of truth — proposal carries into onboarding
Ready when you are

See engagement design in your tenant.

Book a 30-minute demo. We'll scope a real engagement against your jurisdictions, fee structure, and PandaDoc setup.

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