Description
Workorb AI is designed to empower architecture, engineering, and construction (AEC) firms by automating critical business development processes. The platform focuses on transforming how these firms approach proposal writing, business development, and knowledge management through advanced AI.
At its core, Workorb AI utilizes AI agents to clean, organize, and make a firm's data AI-ready. This process involves intelligently identifying and categorizing past proposals, marketing documents, project sheets, and team resumes. The AI agents automatically recognize and prioritize the latest versions of incomplete or inconsistent information, creating a centralized, searchable Knowledge Hub. This eliminates the need for manual data entry, tedious file uploads, or extensive curation, allowing firms to quickly access the information needed to craft winning proposals and drive business value.
The proposal automation capabilities of Workorb AI are extensive. It can summarize Request for Proposal (RFP) documents to inform pursuit decisions and simplify Go/No-Go processes by evaluating a firm's qualifications against RFP requirements. The platform automates the creation of first drafts for proposals and fee letters in minutes, accurately incorporating the firm's expertise, relevant past projects, and team members. Furthermore, it includes a compliance check feature to ensure final submissions meet RFP requirements and present the company with integrity, thereby avoiding costly mistakes and omissions.
Workorb AI offers significant benefits beyond proposal generation. It helps safeguard firm value by ensuring that knowledge and client relationships are retained, mitigating key-person risk associated with employee turnover and succession. The platform reduces the time spent searching for accurate information, consolidating it into a single, easily accessible source. This leads to less duplicate effort and automated cross-checking of lengthy documents. Ultimately, Workorb AI enables firms to do more billable work, advance their expertise, and increase revenue by freeing up time for strategic business development and project execution.
The solution is built by leading AI/ML researchers and adapts to existing workflows, allowing for implementation in days rather than weeks. It is designed to work with messy, unorganized data and provides accurate, personalized results for each business. Workorb AI is SOC 2 Type 2 compliant and ISO 27001 certified, ensuring robust data security and compliance, with clients maintaining full ownership of their data. Dedicated client support is available to help firms adopt and use AI responsibly over time, offering expert guidance and feedback.
Workorb AI's Core Features
Automate proposal and document generation with AI
AI agents clean, organize, and make firm data AI-ready
Intelligently categorize past proposals, marketing documents, and resumes
Centralized, searchable Knowledge Hub for quick information retrieval
Summarize RFP documents to inform pursuit decisions
Automate first drafts of proposals and fee letters
Evaluate proposals for compliance with RFP requirements
Safeguard firm knowledge and mitigate key-person risk
Reduce time spent searching for accurate information
Implement in days with no disruption to current workflows
SOC 2 Type 2 compliant and ISO 27001 certified
Dedicated client support for AI adoption and guidance
Hallucination-free, accurate AI outputs
How to use Workorb AI?
Configure: AI agents automatically clean and organize your firm's data.
Decide: Summarize RFP documents to inform pursuit decisions and evaluate qualifications.
Automate: Generate first drafts of proposals and fee letters in minutes.
Check: Ensure final submissions comply with RFP requirements.
Leverage: Utilize the Knowledge Hub to quickly find relevant past projects and team expertise.
Optimize: Spend less time on administrative tasks and more time on billable work and strategic development.
Workorb AI's Use Cases
- Proposal Automation
- Business Development
- Knowledge Management
- RFP Analysis
- Risk Mitigation
- Efficiency Improvement






