Reduce admin time
Create structured scopes of work faster so more time stays billable
Fee Quotes getting lost in your sent folder?
WorkFlo Quotes gives transactional lawyers one system to create, track and learn from every fee quote. Less time drafting. Full visibility. Pricing decisions backed by your own data
Built for transactional teamsFee quotes created in minutesFull lifecycle visability
Modernise your workflows
Outlook wasn't designed to manage fee quotes
- Fee 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 retrievable and reuseable data points
WorkFlo Quotes - the solution
One system for proposal creation, tracking, reuse and pricing — built for transactional law
Why firms switch
Built around the deal before the deal starts
WorkFlo Quotes supports the work needed to win instructions: preparing, reviewing, and sending fee quotes. WorkFlo Quotes provides a centralised and easily searchable hub for all your proposals.
Track every proposal
Keep each fee quote in one clear lifecycle, from first request to outcome
Easily reuse prior work
Bring past scopes, assumptions, and pricing decisions back into current proposals
Price with more confidence
Keep clear records of what you quoted, on what basis, and what you billed. Pricing gets sharper with every deal.
How it works
One system for fee quote creation, tracking, and reuse.
Keep proposals, revisions, pricing context, and outcomes in one place so the commercial process is easier to follow.
01
Create a structured proposal — scope, assumptions, fee basis and client context — in a consistent format
02
Version history and collaboration as proposals evolve
03
Export to a client-ready email or Word document in one step
04
Search your full proposal history — by deal type, client, value or outcome
LexAI - AI built in
Practical assistance inside the quoting process.
LexAI supports drafting and reviewing fee quotes without changing the core process you already know.
01
Draft scopes faster with context from similar transactions
02
Re-use prior scopes intelligently
03
Get pricing suggestions from historical data
04
Build a stronger commercial dataset over time.
Who it's for
Designed for lawyers who want better commercial tools without unnecessary overhead.
Transactional teams across M&A, finance, and real estate.
Practices ranging from sole practitioners to large international firms.
Pricing
Simple pricing - pilot scheme available
Prices start from £10 per month per seat
Discounts available with scale
We are currently accepting early-access firms at pilot pricing. If you want to trial WorkFlo Quotes with your team before committing to a full subscription, get in touch.
FAQs
We'd love to answer any other questions you may have - hello@thrailaptic.com
Who is WorkFlo Quotes for?
Transactional lawyers, primarily working in M&A, finance or real estate , who currently manage proposals through email and Word. It is built with solo practitioners and small firms in mind.
How is this different from a CRM?
CRM tools manage relationships. WorkFlo Quotes manages the fee quotes itself, its content, status and outcome. It is at a level of detail that most CRM tools do not support for transactional fee quotes, and is much more lightweight than a traditional CRM.
Can I export proposals to share with clients?
Yes. Fee quotes export as client-ready emails or Word documents in one step. No WorkFlo branding appears in client-facing outputs.
How long does it take to get started?
No data migration or IT involvement is required. We can have you up and quoting in as little as 1-2 Business Days
Is my data secure?
Yes. WorkFlo Quotes is GDPR compliant, hosted within the UK and EU, and all data is encrypted in transit and at rest. Your firm's data is isolated from all other customers.
We never use your data to train any AI models without your explicit consent
Does this connect to the WorkFlo platform?
WorkFlo Quotes is a standalone product, however the same system is also part of the WorkFlo platform. Your proposal data carries forward seamlessly if your firm expands to the full platform.
How is it priced?
From £10 per month per seat. Early-access firms are eligible for pilot pricing. Contact us at hello@thrailaptic.com for details.
Platform
Part of the WorkFlo platform
WorkFlo Quotes sits within the wider WorkFlo platform for transactional legal work.
