Stop spending days turning client conversations into docs.
PailFlow turns client calls into execution-ready scopes, SOWs, and proposals so you can start projects faster.
Built for delivery teams that turn client conversations into delivery-ready artifacts.
PailFlow Review
Quality checks
- Open question: Should SSO be included in phase one or phase two? (Owner: Sam Client)
Project Scope
Overview
Initial project scope document.
This document outlines the updated scope for the project based on recent discussions. The focus is on enhancing reporting capabilities and internal operations.
How it works
Connect
Use PailFlow's recorder or connect your existing meeting assistant to process client calls.
Draft
PailFlow creates or updates scopes, SOWs, and proposals using your templates and organizational context.
Review
Receive a shareable review link. See what changed, add comments, and approve updates before sending.
Approve
Approved scopes and plans sync to your existing tools. PailFlow incorporates your edits so your process becomes embedded in the system over time.
Built for
Implementation and client delivery teams.
Agencies
B2B service teams
Delivery orgs
Implementation teams
Consultancies
Weekly artifact producers
Get started
Most teams start with done-for-you setup. API access available for teams with technical ownership.
Done-for-you implementation
We install and tune your workflow using your real conversations, docs, and approval process.
- Workflow setup around one high-volume use case
- Scope doc, SOW, backlog, and change tracking templates
- Review standards configured with your team
- Operator handoff and optimization plan
Simple pricing
One scoped setup fee plus optional monthly optimization.
Build with PailFlow API
For teams with technical ownership that want to build on PailFlow's conversation infrastructure.
- Full conversation infrastructure: transcripts, recordings, and voice agents
- Webhook and structured output into your internal tools
- Approval-based access with onboarding guidance
- Usage-based pricing after a quick API fit check
Usage-based pricing
Pay for what you use after API fit check.