Clients brief you. Youbrief the team.

Sensra turns client intake into AI-drafted briefs, scopes, and delivery plans — reviewed and approved by your team before work begins.

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Project BriefAI draft ready

Goals

Improve website conversion, clarify services, and launch within 6 weeks.

Deliverables

Homepage, service pages, analytics setup, QA, and launch plan.

Timeline

6 weeks from kickoff · 3 review checkpoints

Constraints

Partial brand assets · stakeholder review required before launch.

Platform

The complete platform for AI-assisted client work.

Notes
Emails
Brief

Purpose-built for service teams

Paste call notes, emails, or intake form responses as-is. Sensra organises every detail into a structured project brief so nothing gets lost before the proposal is drafted.

Approve
Changes

Designed for team review

Every brief, proposal, and scope starts as a draft. Your team reads, edits, and approves before anything reaches the client — no more sending something that wasn't ready.

Task 01
Task 02
Task 03

Engineered for PM handoff

Once scope is approved, Sensra generates a draft task board linked to the approved sections. Every task has a reason that traces back to what the client asked for.

How it works

From first call to delivery-ready scope.

Sensra handles the planning layer that used to live in emails, slide decks, and shared docs — and puts a review gate on every step.

  • Intake notes become a structured project brief in minutes.
  • Proposals are drafted from the brief — never from a blank page.
  • Scopes go through team approval before reaching the client.
  • Tasks generate only from what was actually approved.
Scope of WorkApproved
1.1Homepage redesign4 tasks
1.2Service pages update3 tasks
1.3Analytics setup2 tasks
1.4Launch plan3 tasks
Generating task board…
What Sensra does

Every step between intake and delivery tasks.

Sensra handles the planning work your team was doing manually — and puts a review gate on every step.

Smart Client Intake

Paste call notes, intake form responses, or discovery emails. Every detail stays with the project from day one.

AI-Drafted Project Brief

Sensra structures messy intake into a clear project brief — goals, deliverables, timeline, and open questions.

Proposals Without Blank Pages

First drafts are generated from your brief. Refine with your team before it ever reaches the client.

Team Approval Gates

Proposals, scopes, and tasks require approval before advancing. Nothing leaves draft status without a human sign-off.

Scope of Work, Defined

The approved SOW becomes the source of truth for delivery — no more scope assumptions built on a handshake.

Tasks Backed by Scope

Every delivery task links back to the approved scope section that created it. The reason is always visible.

Planning workflow

Client intake becomes approved delivery work.

Three stages turn raw client context into a scoped, reviewed, and ready-to-build plan.

01Source

From messy notes to a structured brief.

Paste client call notes, emails, or intake form responses as-is. Sensra structures them into a reviewable project brief — goals, deliverables, timeline, and gaps — so nothing gets lost before the proposal is drafted.

Project briefMissing detailsClient context
app.sensra.io
02Review

Your team reviews every draft before it moves.

Proposals and scopes of work start as drafts. Your team reads, edits, and approves before anything reaches the client — no more sending something that wasn't ready.

Proposal draftScope of workApproval gate
app.sensra.io
03Handoff

Approved scope becomes the delivery plan.

Once the scope is signed off, Sensra generates a draft task board linked back to the approved scope sections. Generated tasks carry a reference to the scope section that produced them — so your team always knows where a task came from.

Draft tasksSource linksDelivery snapshot
app.sensra.io
Review workflow

Nothing moves forward until your team approves it.

AI drafts. Your team reviews. Proposals, scopes, and tasks all start as drafts and require approval before they count.

Step 01Source

Collect enough context

Start with manual intake notes, a client intake link, or a project template so requirements live with the project.

Step 02Review

Approve before sharing

Project briefs, proposals, and scopes stay as drafts until your team reviews and approves them.

Step 03Client

Share only approved proposals

Create a scoped client proposal link when the draft is marked ready for client, then review acceptance or requested changes.

Step 04Scope

Use scope as the boundary

The approved scope defines the work before tasks are generated or added to the delivery board.

Step 05Tasks

Review delivery tasks

Generated tasks start as drafts and can be approved, edited, rejected, or clarified before delivery.

Built for teams that deliver

Ready from day one. No setup required.

Human-in-the-loop
Brief reviewProposal approvalSOW sign-offTask review

Review gates at every step

Nothing advances without your team's sign-off. Briefs, proposals, scopes, and tasks all require explicit approval — so you never send something that wasn't ready.

Full traceability
Scope linkageSource contextNo orphan tasksAudit trail

Scope-backed by default

Every delivery task carries its source context. You can always trace a task back to the scope section, the brief, and the original client requirement it came from.

PM-ready output
AsanaClickUpNotionTrello

Hand off to your PM tool

Sensra is the layer before your PM tool. Once scope is approved, push tasks directly into Asana, ClickUp, Notion, or Trello — wherever your team already works.

Start with intake. Leave with a clearer scope.

Collect client requirements, shape a proposal your team stands behind, and hand off to delivery with a task board tied to the approved scope.

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Free forever · No credit card required

FAQ

Common questions

How Sensra connects intake, proposal review, and task planning.