Transform sales briefs into structured project plans, client portals, and onboarding sequences in seconds. Stop losing momentum between closing and kickoff.
From AI-powered document analysis to branded client portals, every tool your agency needs in one platform.
Upload any contract or proposal. Our AI extracts scope, deliverables, timelines, and requirements instantly.
Convert project requirements into actionable tasks with priorities, assignments, and dependencies.
Generate personalized welcome and onboarding email sequences tailored to each project type.
Create branded, secure portals for document collection and project kickoff with one click.
Track all active handoffs with real-time status updates, team collaboration, and document management.
Password-protected portals with secure document uploads. Your client data stays safe.
Drop in your sales contract, proposal, or project brief. We support PDF, DOCX, and plain text.
Our AI analyzes the document, extracts key details, generates tasks, and creates email sequences.
Activate the client portal, share the secure link, and kick off the project with everything organized.
Start free and upgrade as you grow. No hidden fees, no surprises.
Join thousands of agencies that use Handoff.ai to deliver seamless client experiences from day one.