Your business documents. One intelligent client file.
You describe the mandate.OffrePro creates the documents. You validate.
A few notes in your own words, and OffrePro prepares a clear proposal. Then come the agreements, letters and invoices of the same mandate, without starting over. All of it under your brand, the way you already work.
Built for service professionals, shaped to each practice.
Three ways of working. One client file.
01Solo consultantLess time on layout, more time with clients.
02Firm of 5–50One method, shared templates, a clear trail.
03Multi-mandate teamsThe file follows the mandate, not the inbox.
01Solo consultantLess time on layout, more time with clients.
02Firm of 5–50One method, shared templates, a clear trail.
03Multi-mandate teamsThe file follows the mandate, not the inbox.
02The living file
A proposal is the beginning of a relationship.
Today a mandate gets scattered across email, Word, PDFs and invoicing. OffrePro keeps everything in one file: each new document starts from context already in place.
01
NEED
Capture the need
You write down what the client told you, in your own words. OffrePro turns it into a structured working base.
02
PROPOSAL
Compose the proposal
Services, approach, team and investment take shape together, with AI as support.
03
AGREEMENT
Decide together
Review, approval and signature stay clear, traceable human actions.
04
FOLLOW-UP
Continue the mandate
Agreements, letters and invoices join the same file instead of restarting elsewhere.
0104
03Journey
From your notes to the full document trail.
The system prepares. You validate. The file moves forward.
Decide → Confirm → Execute
You
Decide
The context, the judgment, the client relationship and the final say.
Confirm
OffrePro
Execute
The structure, the drafting, the documents, the reminders and the file’s continuity.
01
The mandate
You describe the mandate in your own words.
02
The structure
OffrePro builds the skeleton and content around your practice.
03
Your go-ahead
Nothing important goes out without your approval.
04
Acceptance
The client reads, accepts and signs, all timestamped.
05
What follows
Agreements, letters and invoices carry on in the same file.
04The system
The whole mandate moves forward in one system.
From first notes to invoice: OffrePro structures, drafts with you and keeps the thread.
01
The mandate in plain language
Describe the mandate the way you would tell a colleague. The assistant turns it into a plan you validate before anything is created.
02
Structured proposal
The sections of a solid proposal, in the right order, ready to work with.
03
AI-assisted writing
AI proposes, you decide. Your clients’ identifiers are masked before anything reaches the model.
04
Clear investment
Phases, hours, total and taxes presented cleanly.
05
Acceptance and signature
Secure link, timestamped acceptance, signature page on the PDF.
06
Document follow-through
Agreements, letters and invoices attached to the same client file.
05Trust
Automate without losing control.
For pros who never hand a mandate to a black box.
01
Humans confirm
Every important decision is shown to you before it is applied.
02
Data protected
Before any AI call, your clients’ identifiers are replaced with markers, then restored on your side.
03
Built in Québec
Bilingual FR/EN at the source, with Law 25 as the working framework.
06Results
What it changes, concretely.
One client file. Less copy-paste. A proposal ready to be accepted.
1client file as the shared source
FR+ENbilingual documents at the source
✓signature and audit trail built in
Personalization
A system that molds itself to your practice.
Your templates, your brand, your document types, your vocabulary: we scope it together before pricing anything.
A clear proposal for your firm or SMB, not a rigid package.
07Next step
Tell us about your practice.
Two minutes with our assistant. You tell us how you work, and we come back with a demonstration built on your documents, in your vocabulary.
