Kytesoft
Professional Services

Turn client work, documents and approvals into a controlled system.

Less manual admin, faster response, clearer delivery. Kytesoft gives consultancies, agencies and firms one system for client requests, documents and approvals — with every step on record.

ConsultanciesAgenciesLegal & finance
Client Delivery Workspace
Engagement proposal · Acme Co.Awaiting approval
AI drafted from template + client brief
Approval chain
AssociateDrafted
Manager reviewApproved
Partner sign-offPending
Every version, edit and approval is logged.
−60%
Time spent drafting routine documents
1 trail
Every version and approval recorded
Faster response to client requests
100%
Sign-offs before anything is sent
The problem

Billable time lost to admin and chasing approvals.

Client work stalls in email threads, shared drives and unclear sign-off. Here is the friction.

Requests buried in email

Client asks are lost across inboxes with no shared status or owner.

Documents from scratch

Proposals, reports and contracts rebuilt manually every time.

Approvals that stall

Sign-off waits on someone's inbox with no visibility or reminders.

Slow responses

Clients wait while work bounces between people and tools.

Scattered engagements

Project context lives in drives, chats and heads — not one system.

Weak audit trail

Hard to prove who changed what, when and who approved it.

Workflow map

From client request to delivered, approved work.

One traceable flow keeps every engagement moving and accountable.

  1. 1
    Request
    Captured and assigned an owner
  2. 2
    Scope
    Understood and structured
  3. 3
    Draft
    AI generates from your templates
  4. 4
    Internal review
    Edits tracked in one place
  5. 5
    Approval
    Routed sign-off with reminders
  6. 6
    Delivery
    Sent with a complete record
  7. 7
    Follow-up
    Next steps never dropped
System modules

System modules for professional services.

Cut admin, speed up delivery and keep everything traceable.

Client request workspace

One inbox for client asks with owners, status and context.

Document generation

AI drafts proposals, reports and contracts from your templates.

Approval automation

Route sign-off with reminders and a full audit trail.

Engagement operations

Track projects, tasks and deadlines in one connected view.

Response assistance

AI-drafted replies grounded in the client's history and scope.

Client 360

Every conversation, document and decision in one profile.

Knowledge reuse

Turn past work into reusable, searchable building blocks.

Compliance & audit

Immutable records of versions, edits and approvals.

Inside the system

Draft, review, approve — with a record of every step.

AI drafts the document from your template and the client brief. It routes for approval automatically, and nothing is delivered until the right person signs off.

Client Delivery Workspace
Engagement proposal · Acme Co.Awaiting approval
AI drafted from template + client brief
Approval chain
AssociateDrafted
Manager reviewApproved
Partner sign-offPending
Every version, edit and approval is logged.
Implementation roadmap

Start with one workflow. Prove the result. Expand.

A staged rollout that de-risks AI — every phase delivers something usable and verified.

Phase 12–3 weeks

Centralise requests

One workspace for client asks with owners, status and context.

Phase 23–5 weeks

Automate documents

AI drafting from your templates, with tracked edits.

Phase 33–4 weeks

Route approvals

Sign-off chains, reminders and a full audit trail.

Phase 4Ongoing

Scale delivery

Reuse knowledge and connect engagement operations end to end.

Get started

Give your team their billable hours back.

Start with document generation or approvals, prove the time saved, then connect your whole delivery workflow.

Human approval on key actions Verified delivery via Sofina Managed after launch