Plutio AI

Upload client's signed brief to Plutio AI.

AI extracts deliverables and creates a project board.

AI drafts a customized service agreement.

System sends the portal invite to the client automatically.

AI monitors completed tasks across all active projects.

At month-end, AI compiles tasks into a draft invoice.

The system flags any discrepancies in logged hours vs. estimated time.

One-click approval sends the invoice to the client.

AI scans incoming client portal messages for sentiment score.

If score drops below a threshold, an alert is sent to the account manager.

AI suggests a 'de-escalation' reply based on project history.

Manager reviews and sends the response.

AI analyzes current workloads across the team.

Identifies 'burnout risk' for over-utilized employees.

Automatically suggests task reassignment to available members.

Updates Gantt charts in real-time.

Select a proposal template in Plutio.

Input the lead's URL and a brief note about their needs.

AI scrapes the URL for business context and drafts the 'Why Us' section.

AI populates the pricing table based on standard packages.

AI identifies frequent queries in the support module.

AI drafts Wiki articles to address these common issues.

Client portal displays 'Suggested Articles' before a ticket can be opened.

Syncs with AI chatbot for instant resolution.

Define 'Required Clauses' in the master settings.

AI reviews all outgoing contracts for the presence of these clauses.

If a clause is missing or altered, the contract is flagged for review.

AI provides the correct legal text for insertion.