Reduce admin time
Create structured scopes of work faster so more of your time stays on billable work.
Quotes getting lost in your sent folder?
WorkFlo Quotes replaces fragmented email-led workflows with one structured system for creating, managing, and storing client quotes. We help firms move faster, re-use prior work, and make pricing decisions with more confidence.
Simple tracking and storageBuilt for transactional teamsEasy to use interface
Modernise your workflows
Outlook wasn't designed to manage quotes
- Quotes scattered across inboxes, outboxes, and sent folders
- Little visibility into status, revisions, and commercial decisions
- Past scopes and pricing buried in Outlook instead of reusable knowledge
WorkFlo Quotes - the solution
A standalone tool for managing quotes throughout the proposal lifecycle with generative AI assistance
Why firms switch to WorkFlo Quotes
Built around the commercial work transactional lawyers do before the deal starts.
WorkFlo Quotes targets the processes lawyers go through to win work - preparing, tracking and reviewing quotes and proposals
Track every proposal
Update quotes in one clear lifecycle, from initial contact to winning the mandate
Reuse prior work
Bring past scopes, assumptions, and pricing decisions back into current proposals
Price with more confidence
Keep a clearer record of assumptions and commercial decisions so pricing gets easier to defend over time.
How it works
One system for quote creation, tracking, and re-use.
WorkFlo Quotes gives transactional lawyers a single place to build proposals, manage revisions, keep pricing context, and follow each opportunity from first draft through to outcome.
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Structured quote creation for scope, assumptions, pricing, and client context
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Version control and collaboration as proposals evolve
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Client-ready export for clean outbound emails
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Search across past proposals and commercial history
AI assistance
AI support focused on practical applications
Get help managing quotes from Lexai, WorkFlo's generative AI assistant
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Draft scopes faster with context from previous similar deals
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Re-use prior proposals intelligently
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Get pricing suggestions from historical data
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Build a stronger pricing dataset over time
Who its for
Designed for lawyers that want better commercial tools without enterprise overhead.
Transactional teams such as M&A, finance, and real estate teams
From sole practitioners to the magic circle
Part of the WorkFlo platform
WorkFlo quotes is part of the WorkFlo platform, the all-in-one solution for transactional lawyers
