AI Operations Manager for professional services
Win the work.
Without living in proposals.
VERA turns your scoping notes into proposals and statements of work, documents every scope change, writes client status updates, prepares retainer renewals, and keeps referrals moving. You stay in complete control by approving every action.
No credit card required · You approve every action · Works from your own templates and rate card
Powering service firms from first engagement to a full retainer book
Stop wearing every hat
Stop losing work to the proposal backlog.
The bottleneck in a service firm is rarely the delivery. It is the paperwork between the call and the contract. VERA writes the first draft of all of it.
Proposal turnaround
A good scoping call goes cold in a week. VERA drafts the proposal from your notes and rate card the same day, so you send it while the conversation is still warm.
Scope creep
Extra work slips in unpriced because writing the change request is a chore. VERA drafts it against the original statement of work the moment new scope appears.
Silent projects
Sponsors get nervous when they do not hear from you. VERA drafts the weekly status update from what your team logged so nobody wonders.
Retainer renewals
Renewals get discussed the week they expire, which is the worst time. VERA prepares the results recap and renewal terms weeks ahead.
Referral timing
The best moment to ask for a referral is the week a project lands well, and that is exactly when you are busiest. VERA drafts the ask on time.
Billing follow-up
Know which engagements have unpaid invoices and send a professional reminder in seconds instead of at month end.
The whole job
Your firm runs on approval.
Three simple steps. No document goes to a client until you send it.
Ask in plain words. Get the paperwork back.
6 documents professional services actually send, set up with your business details, your pricing, and your branding.
Change request · draft
“The client added two more integrations.”
A change request documenting the added scope, revised timeline, and revised price, drafted against the original statement of work and waiting on your approval.
Pipeline · 6 follow-ups drafted
“Which proposals have gone quiet?”
Every open proposal ranked by value and days since the last contact, each with a short, non-pushy follow-up already drafted.
Renewals · 3 recaps drafted
“What retainers are up for renewal?”
Engagements approaching the end of their term, each with a results recap and a renewal conversation drafted for you to send when you are ready.
Automation
VERA can work. You still control what leaves the business.
The same gate applies to every professional service workflow on this page.
- 01VERA prepares
Drafts the quote, the follow-up, the invoice, the schedule change.
- 02You review
See the numbers, the wording, and exactly who it goes to.
- 03Approval
Approve, edit, or decline. Let the routine ones run on your rules.
- 04Customer
Only approved work ever leaves the business.
Nothing runs without your approval
Every action is a proposal first.
No surprise charges
Cancel before the trial ends and pay nothing.
No lock-in
Export your data, disconnect any tool, any time.
Encrypted and private
TLS in transit, tokens encrypted at rest, never sold.
“Our win rate was never a selling problem. It was a turnaround problem. VERA drafts the proposal from my scoping notes the same afternoon, and I edit and send instead of blocking out a Sunday for it.”
Ian Petrosyan
Principal, Technology Consultancy
of proposal and status admin off your week
Typical small-firm estimate, not a guaranteed result
from scoping call to proposal in hand
Illustrative: the draft is ready the same day the call ends
more retainers renewed on time
Illustrative figure when renewal conversations start before the term ends
Illustrative outcomes based on the desk work VERA takes on. Your results depend on your business.
The people already running on it.
Owners who stopped doing the paperwork at night.
Marion Feld
@feldconsulting
“Proposals go out the same day now, and they read better than the ones I used to write at midnight.”
Ashgrove Advisory
@ashgroveadvisory
“Engagement scope, billing and status updates are one thread instead of three.”
Oluwa Bankole
@bankolestrategy
“Follow up on quotes happens without me. That is where most of our lost work was.”
Thornbury Partners
@thornburypartners
“Monthly invoicing runs itself and the narratives are already drafted.”
Renae Sutcliffe
@sutcliffeconsult
“Client check ins go out on a rhythm, which is what people actually pay for.”
Vestry Group
@vestrygroup
“Nothing reaches a client unread. The approval queue is why this works for us.”
Idris Fontaine
@fontaineadvisors
“Utilisation and cost per engagement are visible without building a spreadsheet.”
Blackthorn Solutions
@blackthornsol
“Onboarding a new client is a process that runs rather than a folder I forget.”
Camille Okoro
@okoroconsultancy
“Contract renewals are surfaced early with the offer already written.”
Wren Hill Associates
@wrenhillassoc
“Expenses and travel land against the engagement as they happen.”
Peter Almqvist
@almqvistadvisory
“New enquiries get a same day response even when I am with a client all week.”
Salter & Kline
@salterandkline
“Setup was an afternoon and it understood our engagements on the first pass.”
Most popular with service firms.
Connect your CRM, scheduling, billing, and team tools so VERA works from your real proposals, engagements, and retainers.
Start freeSign in once, no API keys. VERA reads only what you approve. Logos indicate available integrations, not partnerships.
Browse all 157 integrationsSimple plans, clear value
Plans that grow with your engagement book.
Every plan starts with a free trial. Below are VERA's standard plans - choose the one that matches how much work you have in flight.
Starter
Perfect for independent consultants
Growth
For firms running several engagements at once
Pro
For established practices with a full retainer book
Starter
1,000 creditsFor solo business owners testing VERA
Billed monthly · cancel anytime
Draft and approve everyday work in one place.
Start 7-day trialNo credit card required. Cancel anytime. You keep your data and integrations.
- Team members
- Not included
- Connected integrations
- 5 accounts
- Automation
- Manual approval
Growth
2,500 creditsFor active small businesses
Billed monthly · cancel anytime
Run recurring campaigns and lead workflows on autopilot, with approval.
Start 7-day trialNo credit card required. Cancel anytime. You keep your data and integrations.
- Team members
- 3 included, add more
- Connected integrations
- 15 accounts
- Automation
- Auto-pilot + guardrails
Pro
10,000 creditsFor power users, agencies & multi-brand teams
Billed monthly · cancel anytime
Manage many brands and a team with roles and permissions.
Start 7-day trialNo credit card required. Cancel anytime. You keep your data and integrations.
- Team members
- 10 included, unlimited extra
- Connected integrations
- 50 accounts
- Automation
- Advanced + roles
Start with trial credits for 7 days. Upgrade anytime to unlock your selected plan’s full monthly credits, automations, integrations, and team features. No commitment during your trial. How credits work
What credits get you
Real per-action costs from the product.
- Draft a post, email, or reply3 credits
- Create a full content calendar25 credits
- Research your competitors25 credits
- Analyze business data or a report20–50 credits
- Run an approved automation5–25 credits
- Heavy agent task (web + tools)50–150 credits
Your plan’s monthly credits work across all of these, mix and match drafts, research, and automations however you like.
How credits work
Open any question for the detail.
What uses credits?
AI work: drafting content, research, analysis, and running approved automations. Simple chats cost the least; heavy agent tasks cost more.
Do unused credits roll over?
Your monthly plan allowance resets each billing cycle. Credit packs you buy separately roll over and don't expire.
Can I buy more credits?
Yes, add credit packs anytime (from $10 for 500 credits), or turn on auto top-up so work never stalls.
What are the plan limits?
Each plan includes a set number of seats, connected integrations, and scheduled tasks (see each card). Approval and automation capabilities also step up by plan.
What does that look like in practice?
Using the per-action costs above, Growth's 2,500 monthly credits cover roughly 800 drafted posts, or 100 competitor research runs, or 100 full content calendars a month, mix and match however you work.
What do I get during the 7-day trial?
A limited pool of trial credits to explore VERA, enough to evaluate it, not the full paid allowance. Upgrade anytime and your selected plan's full monthly credits and features unlock immediately.
What happens when I run out of credits?
The next AI action pauses before it runs (nothing is half-charged) and VERA prompts you to buy a credit pack or upgrade your plan. Work already completed is unaffected, and your monthly credits refill at the start of the next billing cycle. Turn on auto top-up and VERA adds a pack automatically so nothing stalls.
Answers first
Frequently asked questions.
Will VERA send proposals or contracts without permission?
No. Every proposal, statement of work, change request, and status update is a draft. You approve, edit, or decline it, and every action is logged.
Can it write a proposal from my scoping call notes?
Yes. Paste or connect your notes and VERA builds the problem statement, approach, deliverables, assumptions, and price using your own rate card and template. The scoping judgment and the final wording stay yours.
How does it handle scope changes?
When new work appears against a signed statement of work, VERA drafts a change request with the added scope, revised timeline, and revised price, so the conversation with your client is documented instead of awkward.
Can it keep clients updated on active projects?
Yes. VERA drafts a sponsor-facing status update per engagement from what your team logged: what shipped, what is next, and what is blocked. You approve before it sends.
Does this work for IT services, engineering, design, and recruiting?
Yes. The shape is the same across professional services: you scope work, price it, deliver it, report on it, and renew it. VERA works from your own templates and rate card, so the vocabulary is your firm's, not ours.
How is this different from VERA for marketing agencies?
The agency page is built around campaign performance, ad platform reporting, and content calendars. This page is built around proposals, scoping, statements of work, and retainer relationships. Pick whichever describes how you actually sell and deliver.
Can my whole delivery team use VERA?
Yes. Growth and larger plans include multiple seats, so your principals, delivery leads, and operations staff can review and approve work together.
Still have questions? Talk to us.
Ready when you are
Stop writing proposals on Sunday night.
See how VERA drafts the proposals, statements of work, status updates, and renewals your firm runs on, while you approve every word.
- No credit card required
- You approve every action
- Cancel anytime
Not quite your business?
VERA is set up differently for every trade. Pick the one that fits yours.
Contractors & Trades
Property & Real Estate
Retail & Hospitality
Healthcare & Auto