The thread beside the work
Connect Google and every client's emails sit next to their engagement. Reply where the work is, and the record of who said what keeps itself.
Chalmsy for consultancies & agencies
Proposals, SOWs and retainers —
billed like a firm, run like one person.
The work is thinking; the admin is everything wrapped around it — proposals, statements of work, engagement letters, retainers, the thread of who agreed what and when. Chalmsy drafts them in your voice, carries the retainer rate onto every cycle's invoice, and keeps each client's history where the next conversation can find it.
Engagements, properly papered
The scope agreed, the retainer running.
An engagement is only as good as its paper: what's in, what's out, what it costs, who signed. Chalmsy produces that paper fast and keeps it honest.
- Proposals & statements of work (SOWs) in your voice — drafted from the brief or the RFP, structured how your practice structures them, priced from your rates. (How to write a statement of work shows the shape we draft to.)
- Hard-input fees — a negotiated figure is entered once and never "helpfully" recalculated. The number you agreed is the number on the letter.
- Retainer rates that hold — weekly, monthly or annual arrangements quoted once, the agreed rate carried onto each cycle's invoice and tracked through to paid.
- Signed, with an audit trail — acceptance by a code to the client's own inbox, the agreed version locked with a name and a date.
- Scope creep, documented — when the project grows, a versioned change order carries the new scope forward with the discussion attached.
Advisory retainer — Q4
Ellis & Co · monthly · signed 3 Sep
| Monthly advisory retainer | $3,500/mo |
| Workshop day — on request | $1,800/day |
Signed · code verified
Billed monthly
Illustrative data
Enquiry to renewal
The practice, quietly handled.
Calls logged in your words
Just off a client call? Record it or paste your notes — Chalmsy writes it up against the right client and pulls out the actions before you've opened the next tab.
Every engagement's history
Proposals, letters, invoices, calls and notes on one page per client — so a renewal conversation starts from the whole relationship, not a search box.
Invoices that follow the letter
Raised from the signed engagement — fees, stages and dates carried across, sent from your own address. And when a proposal sits unanswered, a polite chase is prepared on schedule for you to approve and send.
Associates see work, not money
Bring your team in with roles: an associate runs projects and clients while fees, margins and the practice's books stay with the partners.
The books, current
Expenses photograph in, the ledger stays categorised, and the P&L is live per entity — so January is a month, not an archaeology project.
Some of these follow the plan: bookkeeping joins at Practice, separate entities at Atelier — the pricing grid has every line.
Why it's fluent
Built by a business, for businesses.
Chalmsy wasn't assembled in a product lab. It was built inside a working studio that needed software the market didn't sell — software that learned the business, spoke in its voice and wore its brand. The same butler now serves quoted, client-led practices of every kind, yours included.
Practices ask
Asked by practices, answered straight.
Do I need a Google account?
Yes — Chalmsy runs on one. It's how your proposals and invoices go out from your own address rather than a no-reply robot, how your enquiry threads sit beside the booking they belong to, and why there's no Chalmsy password for anyone to steal. A Gmail or Google Workspace address is all it takes. If your business email lives on Microsoft or elsewhere, Chalmsy isn't for you yet — we'd rather say so now than after you've moved.
Our letters have a house style that took years. Will the AI wreck it?
The opposite — it learns the house style from engagement letters you've already sent, and drafts new ones to match. You review every word before it carries your name.
Is client information kept confidential?
Every workspace is isolated at the database level — one firm's data is invisible to every other, enforced below the interface, not inside it. Sign-in is Google-only, so there's no password to steal. The security page states plainly what's in place and what isn't yet.
Can it handle hourly, fixed-fee and retainer billing together?
All three, as priced lines: hourly and day rates at the quantities you enter — there's no stopwatch, Chalmsy doesn't do time tracking — fixed fees and negotiated figures held as hard-input lines, and retainers quoted at a recurring rate carried onto each cycle's invoice.
What does the AI do for a consultancy, specifically?
Drafts scopes and letters in the house voice, writes up calls, keeps client records current from your inbox, reads expense receipts, and prepares the chase on unanswered proposals — nothing sends without a person's approval.
What's the difference between a proposal and a statement of work?
The proposal wins the engagement; the statement of work governs it — deliverables, timelines, what's out of scope, what a change costs. Chalmsy drafts both from the same brief, in your firm's voice, and when the scope grows, the change is a versioned, e-signed order rather than an email nobody can find.
We respond to RFPs. Does that work here?
Paste the RFP in and the draft comes back scoped, structured and costed from your rates — for you to sharpen and send. What Chalmsy is not: enterprise RFP-response software with answer libraries and compliance matrices. For a firm answering commercial RFPs with a real proposal, this is exactly the tool.
Stay calmsy
Bring one engagement across.
Start free, paste one brief, and read a scope of work in your own voice ten minutes later.