What Sensra does
Sensra is a SaaS platform for client intake, project scoping, proposal drafting, scope of work approval, and delivery planning.
Product
Turn client intake into approved scope and delivery work.
Sensra gives service businesses one focused workspace for the planning work before delivery starts: gather requirements, clarify what is missing, draft a proposal and scope of work, approve the source, then create review-ready tasks for the team.
Platform overview
A SaaS platform for intake, scope, and delivery planning.
Sensra is the upstream planning layer before project management. It prepares proposals, scopes of work, and review-ready tasks for Asana, Jira, Notion, ClickUp, and Trello.
Who it is for
Agencies, consultants, freelancers, and service teams that need a reviewable plan before delivery starts.
What it improves
Replaces scattered intake notes and inconsistent scoping with a single workflow that hands off to delivery tools.
What you get
One workspace for the artifacts buyers and delivery teams both need.
Sensra keeps the core planning artifacts together so every handoff has a clear source, review state, and next step.
A structured project brief
Turn rough notes, calls, and form responses into goals, constraints, stakeholders, missing details, and next decisions.
A reviewed proposal and SOW
Draft client-facing documents from approved context, then keep them editable until your team is comfortable sharing.
A handoff-ready task plan
Generate draft delivery tasks from the approved scope so the team can review the plan before work enters delivery.
Standout features
Everything is organized around the client project.
Sensra is intentionally focused. It keeps intake, approval decisions, client responses, and delivery tasks close enough that any project can be reviewed without reconstructing the story from scattered tools.
Intake and clarity
- Client and project workspaces
- Manual intake and public intake links
- Missing information and clarifying questions
- Reusable project templates for repeated service workflows
Proposal and scope
- Project brief generation from intake
- Proposal drafts that stay editable before approval
- Scope-of-work drafts with assumptions and responsibilities
- Client proposal links with acceptance or change-request responses
Source-backed delivery tasks
- Task generation from approved scope
- Draft tasks that require human review
- Manual tasks for work that should not be generated
- Source references that keep tasks connected to approved scope
Workspace operations
- Delivery board with task comments
- Project files when storage is configured
- Workspace notifications and search
- Lifecycle controls for archived or voided projects
- Timezone-aware project due dates
- Branding and export controls where your plan includes them
Stop starting from blank documents
The proposal and scope begin from the intake you already collected, so each draft starts closer to the real project.
Reduce avoidable back-and-forth
Missing details stay visible before approval, helping you ask better follow-up questions earlier.
Keep scope and tasks connected
Delivery tasks are created from approved scope, not loose memory, so the handoff is easier to review.
Make delivery easier to inspect
Comments, files, search, notifications, and project lifecycle states keep the workspace useful after approval.
PM handoff
Prepares the plan. Hands off to your PM tool.
Sensra is not a project management tool — it's the layer before it. Once your scope is approved, push tasks directly into the PM tool your team already uses.
AsanaPush tasks directly into Asana projects with due dates and notes.
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JiraMove approved scope into Jira-ready tasks for delivery execution.
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ClickUpCreate scope-backed tasks in any ClickUp list from your delivery plan.
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NotionSend approved tasks into a Notion page, ready for your team.
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TrelloAdd cards to any Trello board when scope is approved and work begins.
View integrationProduct boundaries
Built to help you review work, not to make promises for you.
- Sensra is not legal advice and does not replace your contract review.
- Sensra is not an e-signature or payment platform.
- Sensra is not a full project-management suite yet; it focuses on the intake-to-scope-to-delivery handoff.
Build the next project from the intake you already have.
AI drafts. Humans approve. Sensra keeps the handoff clear from first requirements to reviewed delivery tasks.
Start a project