Health & fitness
Gym & fitness centreLive demoYoga & pilates studioMartial arts schoolSports clubPersonal trainerClinics & care
Physiotherapy clinicLive demoChiropractic clinicDental clinicCounselling & therapyNutrition & dieteticsWellness practitionerEducation
Tutoring centreLive demoCoaching instituteMusic schoolDance schoolLanguage schoolDriving schoolProfessional services
Marketing agencyLive demoConsulting firmAccounting practiceLaw firmArchitecture studioIT servicesTrades & home services
Cleaning companyRepairs & handymanInterior design studioSolar installerPest controlIndustriesProfessional servicesConsulting firm
Discovery calls, proposals, engagements and milestone invoices in one place. Duke follows up proposals that have gone quiet, keeps each engagement's tasks on track and finds answers in your past work.
Duke at your firm
He pulls a client's notes, emails, proposal and open tasks into one summary, finds what you recommended in past reports, and keeps proposals from going cold. Milestone invoices and follow-ups are drafted for a partner to approve, never sent on his own.
Who decides
Duke does this for you
Ask Duke about a client and he pulls notes, emails, the proposal and open tasks together, using only what you're allowed to see.
Upload reports, frameworks and workshop notes. Duke answers from the files the person asking may open and says which document the answer came from.
Describe the engagement and Duke drafts a quote with your phases and fees as lines. You check every figure before it's created.
Set “4 engagements signed by 31 December”. Duke drafts the steps, you approve the ones you want, and each morning shows the count and the forecast.
Goal · 4 engagements by 31 Dec
Proposals
Write proposals from your service lines with the fee and tax included. Each one is sent, accepted or declined, and an accepted proposal becomes the signed engagement.
Shown: Harbour Digital's proposals, our agency demo
Engagements
Discovery, analysis, recommendations, handover: name the columns to match how you deliver. Every task has an owner and a due date.
Shown: a Harbour Digital project board, our agency demo
Milestone billing
Split an engagement fee into named parts that match your phases. Each part is its own invoice, so a late milestone payment is obvious.
Payment plan · Meridian Foods, supply chain review
Pages Duke can build for you
We build your pages during guided setup, or you ask Duke for them. For example:
We set it up with your services, fees, pipeline stages, consultants and client list. Harbour Digital, our agency demo, shows proposals, project boards and invoices working together.
Try these in Harbour Digital, our closest live demo, signed in as the owner.
Tell us how you win and deliver work, and we'll set SmartDuke up for your firm. Or open the agency demo first.
Talk to us
A demo business with months of sample data. Pick a role on the sign-in page, no sign-up needed.
Duke, the AI teammate, works inside every app.