Collaborative Intelligence

Document & Presentation
Generator

Create branded, professional client documents and PowerPoint presentations in minutes. Fill in your details, let AI assist with the hard parts, and download ready-to-use files.

4
Printable Documents
4
PowerPoint Decks
✨
AI-Assisted Drafting
∞
Your Brand, Your Way
Your firm brand
Brand colors
Used for headings, accents, and primary buttons
Used for highlights, results, and CTAs
Typography
Used for titles and section headings
Used for paragraph text and labels
About fonts: Choose fonts that are installed on most computers (the options above are all standard system fonts). If your firm uses a custom brand font that isn't listed, the closest match will be used when the recipient opens the file.
Logo
For best results:
  • Format: PNG with a transparent background (recommended) or JPG
  • Size: At least 600px wide for crisp display on presentation slides
  • Background: Logos appear on both light and dark slides — a transparent PNG works best for both. A white plate is automatically added behind the logo on dark slides for contrast.
  • Aspect ratio: Horizontal logos work better than tall ones in document headers
Contact details (appear in document headers and footers)

Choose a template

📄 Printable documents
📋
Client Proposal
Professional engagement proposal with scope, fees, and team
🤝
Welcome Packet
New client onboarding with contacts, next steps, and logistics
⚡
Regulatory Alert
Quick-turn client alert on regulatory or tax changes
🏆
Case Study
Client success story for your website and proposals
📊 PowerPoint presentations (editable .pptx download)
📊
Firm Pitch Deck
Capabilities presentation for client meetings and RFPs
🏆
Case Study Deck
Client success story as a presentation
⚡
Alert Briefing Deck
Regulatory change briefing for client meetings or webinars
🤝
Onboarding Deck
Welcome presentation for new client kick-off meeting

Client Proposal

✨
AI assistance available Look for the ✨ AI draft button next to certain fields. Click it to have AI write the content for you using context from your other answers — or type something first and click Enhance to have AI polish what you wrote.
Client & engagement
Approach (add phases)
Your team
Fees & terms
Why your firm

New Client Welcome Packet

✨
AI assistance available Look for the ✨ AI draft button next to certain fields. Click it to have AI write the content for you using context from your other answers — or type something first and click Enhance to have AI polish what you wrote.
Client
Their team contacts
Next steps
What you need from the client
Communication preferences

Regulatory Change Alert

✨
AI assistance available Look for the ✨ AI draft button next to certain fields. Click it to have AI write the content for you using context from your other answers — or type something first and click Enhance to have AI polish what you wrote.
The change
Impact & actions
Contact

Case Study / Success Story

✨
AI assistance available Look for the ✨ AI draft button next to certain fields. Click it to have AI write the content for you using context from your other answers — or type something first and click Enhance to have AI polish what you wrote.
The client
The story
Results (add 1-3 key metrics)
Client quote (optional)

Firm Pitch Deck

✨
AI assistance available Look for the ✨ AI draft button next to certain fields. Click it to have AI write the content for you using context from your other answers — or type something first and click Enhance to have AI polish what you wrote.
What you will get: A 10-12 slide PowerPoint with dark branded title/closing, professional content slides with your brand colors, and editable layouts. Every element is editable in PowerPoint.
About your firm
Services (up to 6)
Your approach (3-4 steps)
Results / proof points
Key team members
For this prospect (optional)

Case Study Presentation

✨
AI assistance available Look for the ✨ AI draft button next to certain fields. Click it to have AI write the content for you using context from your other answers — or type something first and click Enhance to have AI polish what you wrote.
What you will get: A 5-6 slide story presentation with result callouts, optional quote slide, and professional closing. Editable in PowerPoint.
The client
The story
Results (1-3 metrics)
Client quote (optional)

Regulatory Alert Briefing Deck

✨
AI assistance available Look for the ✨ AI draft button next to certain fields. Click it to have AI write the content for you using context from your other answers — or type something first and click Enhance to have AI polish what you wrote.
What you will get: A 4-5 slide briefing deck for client meetings or webinars. Editable in PowerPoint.
The change
Impact & actions
Contact

Client Onboarding Presentation

✨
AI assistance available Look for the ✨ AI draft button next to certain fields. Click it to have AI write the content for you using context from your other answers — or type something first and click Enhance to have AI polish what you wrote.
What you will get: A 5-6 slide deck for your first client meeting. Covers team, next steps, and what you need from them. Editable in PowerPoint.
Client
Your team
Next steps
Items needed from client
Working together
Document preview