The Problem
Every new client means another pile of admin: copying from emails, rewriting welcome messages, redoing proposals and questionnaires. Hours of unpaid work that kills momentum.
The Solution
One place from first lead to onboarded project. Drop in client info from anywhere; we extract, generate polished docs in your style, and you review before anything goes out.
Real Time Savings
See how Qicli compresses admin work across typical scenarios
New Lead Inquiry
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Client Onboarding
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Proposal After Questionnaire
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How It Works
Four steps from first input to polished client package — for leads and onboarding alike
Drop in Client Info
Paste emails, upload PDFs, or notes. No more manual data entry.
AI Extracts & Structures
Goals, budget, scope, timeline — extracted and organized automatically.
Generate Your Docs
Proposals, briefs, agendas — from your templates and tone.
Review and Send
You approve everything. Nothing auto-sends.
Two-Stage Workflow
One pipeline, two stages. Qicli handles the full journey.
Lead Stage
Respond to new inquiries and qualify leads
- Lead Response Email — Professional initial response
- Discovery Questionnaire — Gather requirements efficiently
- Proposal/Quote — Generated after questionnaire responses
- Consultation Agenda — Structure your discovery calls
Seamless Conversion
Convert leads to onboarding with one click. All data and notes carry over seamlessly.
Everything You Need
Powerful features designed for consultants and coaches
Built for Quality
Your templates, your tone, every time. Qicli adapts to how you work, not the other way around.
Multi-Input Support
Emails, PDFs, notes, voice notes (coming soon) — we parse it all.
Multiple Document Types
Lead responses, onboarding documents, proposals, briefs, task lists — all from your templates.
Human Review Gate
Nothing auto-sends. You review and approve every document before it reaches your client.
AI Confidence Scoring
Self-evaluates quality. Flags what to double-check.
Integrations
Gmail, Calendly, Notion, and more — connect your existing workflow tools.
Smart Regeneration
Regenerate individual sections without starting over. Tweak and refine until perfect.
Ready-to-go!
Export PDFs or deliver directly to clients.
See It In Action
Watch how Qicli transforms client input into complete onboarding packages
Client Portal
Give your clients a professional portal to view documents, provide feedback, and approve deliverables
Secure Access
Multiple access modes: unlisted links, passcode protection, or magic links per recipient
Collaborative Feedback
Clients comment on specific paragraphs. You see all feedback in one place
Document Approvals
Clients approve documents or request changes. Track approval status in real-time
Real-time Notifications
Get notified instantly when clients approve documents, leave comments, or request changes
Built for Modern Times
If you're a consultant or coach, Qicli fits your workflow.
Consultants & Coaches
One pipeline from first inquiry to onboarded engagement, in your voice, with a client portal that looks like a firm.
Web & Product Design
Respond to leads and onboard new projects faster with consistent client communication.
Brand & Marketing
Kick off campaigns with complete proposals, briefs, and questionnaires from one place.
Copywriters & Content Strategists
Gather briefs from client inputs of any shape — without the back-and-forth.
Pricing That Scales With You
Built to scale with your workflow. Start free, upgrade when you're ready. No credit card required.
Why Qicli?
Built on principles that put you in control
Template-First
We adapt to your workflow; your templates and process come first.
Human in the Loop
You approve every document; nothing auto-sends.
Clear Capacity
Clear usage limits and costs, no surprise bills.
Privacy by Default
Your client data stays private; we never train on your content.
Frequently Asked Questions
Everything you need to know about Qicli
We're built for consultants and coaches first. The same flow works for any high-touch service: designers, copywriters, and agencies too.