Sensra Help
How can we help?
Learn how to turn client intake into reviewed proposals, approved scopes of work, and project tasks your team can hand off with confidence.
Browse by topic
Find the right guide
Getting started
Understand Sensra and create your first workspace.
2 articles
Intake
Collect requirements and turn notes into a clearer brief.
3 articles
Proposals & scopes
Draft, review, approve, share, and export client documents.
6 articles
Tasks & delivery handoff
Create tasks from approved scope and hand them to delivery.
6 articles
Team & workspace
Manage clients, projects, approvals, roles, and teammates.
7 articles
Billing & plans
Plans, seats, AI credits, billing, and limits.
3 articles
Featured articles
Start with the main workflow
Getting started
What Sensra Does
A quick overview of Sensra's intake-to-scope planning workflow.
Getting started
Create Your First Workspace and Project
Set up the workspace, client, and project structure Sensra uses.
Getting started
Collect Client Intake
Use intake forms to gather project requirements and context.
Proposals & scopes
Generate and Review a Proposal
Understand the review-first model for proposals and scope documents.
Proposals & scopes
Review and Approve a Scope of Work
Use the scope of work as the reviewed source before generating tasks.
Tasks & delivery handoff
Generate Project Tasks From Approved Scope
Turn an approved scope of work into a task board your team can execute.
Still need help?
Sign in to your workspace to contact support with account, billing, or project-specific questions.