What it handles
Structured scopes, assumptions, pricing context, version history and outcomes in one place.
About WorkFlo Quotes
WorkFlo Quotes is built to prepare, manage and get insights into fee quotes for legal transactions
It gives transactional lawyers one system to create, track, reuse and learn from fee quotes without relying on Outlook folders and scattered Word documents.
- Create opportunities for new deals
- Prepare fee quotes and scopes of work with reusable templates and AI support on drafting and pricing
- Store prior fee quotes in one centralised location
- Track proposals from first contact to client acceptance with internal notes and audit trails
- Get insights into win/loss rates and pricing trends
Why we built it
We built WorkFlo Quotes because fee quoting for transactional work is still too often handled across Outlook, old Word documents and memory. That makes pricing inconsistent, revisions hard to follow and useful precedent difficult to reuse when the next deal comes in.
Save time across the team
Prepare fee quotes faster, share across teams easily, track updates and changes quickly, send out to Clients faster
Security first
Data encrypted at rest and transit. AI training prohibited by default. HTTPS/TLS as standard. Audit logs for all changes to fee quotes. EU and UK cloud hosting with GDPR compliance.
Easy and managed set-up
Get up and running in a flash. No data migration is required, yet its easy to import existing data. Get quoting on WorkFlo Quotes within a week of signup - just tell us who's using it and we'll handle the rest.
Built by lawyers, for lawyers
Developed by practicing lawyers - we've been through the hassle of managing fee quotes; spending time preparing, digging through Outlook for previous quotes, unclear or forgotten adjustments and amendments as the deal unfolds. We built WorkFlo Quotes to deal with the real problems transactional lawyers face day to day.
How it works
WorkFlo Quotes is built around the actual lifecycle of a legal fee quote, from the first opportunity record through to the final outcome.
Capture the opportunity
Start with the client, matter name, likely value, lead fee earner, relevant departments, client contacts and current status. That gives the quote a commercial record from the outset, not just a document draft.
Build the quote in a structured format
Set the overall fee, break value down by department where needed, assign the lead and supporting fee earners, and draft scopes plus assumptions in a consistent format using reusable templates.
Send and manage revisions
Prepare a client-ready quote email with the scope, assumptions and fee breakdown already assembled, then keep updating the same record as the proposal evolves rather than losing versions in inboxes.
Track outcome and learn from it
Keep notes, status changes, quote edits and audit history against the opportunity so teams can see what was quoted, what changed, what won, what lost and how pricing decisions are developing over time.