Don't let AI send embarrassing proposals - keep humans in the final loop
AI can draft proposals, but humans need to catch when it promises unrealistic timelines or charges $5k for $50k work. Seerist routes every proposal through human review before sending.
Built for agencies and freelancers who want AI speed but human judgment on what actually gets sent to paying clients.
Keep humans in control of what gets sent to clients - no more 'who approved this?' disasters.
Command center
Review queue operating view
6
awaiting review
11
approved today
2
edits requested
Priority queue
Ranked by fit, value, risk, and next action
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Activity
Fit checked
2 min ago
Draft prepared
3 min ago
Owner assigned
4 min ago
Review due
5 min ago
Replace scattered effort with a visible operating loop
Before
- Partners sending proposals without anyone checking them
- Getting calls from clients about pricing or scope you never agreed to
- No record of who changed what or why proposals got rejected
After Seerist
- Every proposal gets reviewed before sending, with full context
- Reviewers see the job details, risk flags, and can edit on the spot
- Clear audit trail of who approved/rejected and why
review options
Approve, edit, reject, or request changes with feedback.
full context
See job details, client score, and risk flags alongside the proposal.
drafts approved today
Maintain quality without slowing down the process.
The daily workflow inside Seerist
These are the steps a user moves through in the workspace, from the first signal to the next action in the pipeline.
Collect
Gather all AI-generated proposals in one queue with the original job details and scoring attached.
Review
Check pricing accuracy, scope realism, proof relevance, and tone appropriateness.
Edit
Fix pricing, adjust scope, change wording, or add requirements before approval.
Decide
Approve for sending, reject entirely, or send back for revision with specific feedback.
Don't let bad proposals embarrass your team
Instead of trusting AI to send perfect proposals, have a human review step where you can fix pricing, scope, or tone issues before they reach the client.
Proposal queue
All generated proposals wait here with the original job, score, budget, and any risk flags attached.
Review checklist
Automated checks for pricing consistency, scope clarity, proof inclusion, and compliance requirements.
Approval tracking
Every decision gets logged - who approved, what they changed, and why some proposals got held or rejected.
Generate fast, review carefully, send with confidence
AI handles the heavy lifting of drafting, but humans make the final calls on pricing, scope, and messaging to ensure you never overpromise or underprice.
Open workspaceSee the full picture
Review proposals with the job details and risk assessment right there
Fix issues quickly
Edit pricing, scope, or tone without starting over
Maintain standards
Ensure every proposal meets your quality and pricing guidelines