Know what changed.Ask why.
Move the work.

A connected workspace for cybersecurity consultancies. Turn meeting evidence into a review-ready SOW, follow-up and CRM update. Keep the same context through delivery and invoicing.

O prepares the work. You approve important actions.

O
O · SalesArden Vale Mutual
Ready for review
Statement of workDraft v0.3
Arden Vale Mutual
Member portal
pre-release assurance

Authenticated testing · scoped engagement

Effort · consultant-days
Open confirmations
Deliverables

Technical findings · executive brief
Remediation validation plan

Scope prepared for your review
AVM · Discovery summary
Draft the SOW from this meeting. Were privileged accounts and budget confirmed?
O

Portal/API and external scope are agreed. Privileged accounts and budget remain unconfirmed. I’ll flag both.

Prepared next
Client clarification emailAccess + budget questions
Draft
Opportunity next stepLinked to source meeting
Ready
You review before anything is sent or saved.
Prepared next
Client clarification emailAccess + budget questions
Draft
Opportunity next stepLinked to source meeting
Ready
You review before anything is sent or saved.

Fictional engagement · accelerated playback

The work stays connected.

  1. Lead
  2. Meeting
  3. SOW
  4. Project
  5. Invoice

Your work.
One complete picture.

Different tools hold pieces of the story. One shared customer record keeps the people, conversations, decisions and work connected.

CRM & contacts

Keep people, opportunities and account history together.

Meeting intelligence

Record, transcribe and ask what was actually agreed.

AI SOW Studio

Prepare scope from meeting evidence and your methods.

Projects & invoices

Carry agreed work into delivery and billing.

Follow one client through the work

One client journey.
No lost handoffs.

Explore the work as a connected sequence. Choose a step to see the source, the prepared output and what happens next.

O

Ask across the business.
Act on the evidence.

O connects pipeline, delivery and invoices in one operating brief. Inspect the evidence behind each priority, then review the prepared next step.

Illustrative customer data

Illustrative company view. AI sales analysis, QBR and team capacity planning are included from Growth. Important actions remain subject to review.

Built for security work.
Shaped to your team.

The same connected workspace, shaped around specialist work. Explore a few moments from an exercise, an assessment and managed-client operations.

Custom cybersecurity workflow · Scale + Enterprise, by scope.

Discuss your workflow

Selected interface excerpts · fictional client data · preview controls do not run exercises, assess compliance or change customer records.

The whole client journey.
One team price.

Start with connected work. Add team intelligence and specialist workflows as your firm grows.

Team

For a focused team

A$249/ month
Billed monthly
5 people included
  • CRM, meetings & AI SOW
  • Projects, invoices & O
  • Outbound campaigns
Discuss Team

Scale

For multiple delivery teams

A$1,199/ month
Billed monthly
35 people included
  • Everything in Growth
  • Custom features by scope
  • Dedicated success support
Discuss Scale

Enterprise

For your operating model

Custom
Tailored terms
Custom capacity
  • Client-specific integrations
  • Custom capacity & terms
  • MSSP / MSP by scope
Talk to us

Compare what grows.

How usage works

Choose a plan or swipe across. Scroll inside the table for more rows.

Your workspaceTeamGrowthScaleEnterprise
People included51535Custom
CRM, meeting recording & AI SOW
Projects, invoices & outbound
O answers & draft actions
Team allocation & capacity-
SOPs, AI sales reviews & QBR-
Custom industry featuresCybersecurity example: tabletop & GRC--By scopeTailored
In-house AI calls / month1,0004,00010,000Custom
AI transcription minutes / monthPooled across the included team10,00030,00070,000Custom
Recording, transcription & in-house AI

Recording and playback do not consume the AI transcription allowance. Transcription minutes are pooled monthly across the included team. Stored recordings remain subject to storage and retention settings. Extra in-house AI calls or transcription minutes can be added to your current plan by quote.

Bring your own AI, extra seats & custom work

Connecting your own AI provider is optional. That provider bills API usage separately; those calls do not consume the in-house allowance. Team extra seats are A$39 per person per month. Image generation charges depend on model and usage. Cybersecurity custom features start at Scale by scope; MSSP / MSP and client-specific integrations are scoped for Enterprise.

Prices in AUD. Annual plans are billed upfront. Standard onboarding is included across all plans.

Clear context.
Clear control.

The product can prepare an action while your team stays in charge of important decisions.

OFollow-up preparedExample

Ask Arden Vale to confirm the access owner and budget.

Based on
Discovery transcript · draft SOW
Destination
Client follow-up email
Review before sending

Workspace-scoped context

Customer and AI records are scoped to the right firm.

Important actions, reviewed

O prepares drafts and proposals for your team to review.

A record of what happened

Agent activity and platform operations retain a clear history.

Clear answers.
Before you commit.

Understand the workspace, your usage and the next step before starting a conversation.

What is included from Team?

CRM, meeting recording, AI SOW, projects, invoicing, outbound campaigns and O. Growth adds team allocation, capacity planning, SOPs and AI sales reviews.

Can we use our own AI provider?

Yes. Your provider bills API usage separately. Those calls do not consume the included in-house allowance. Extra in-house calls and transcription minutes can be scoped separately.

Are specialist security workflows included?

Tabletop and GRC are custom cybersecurity workflows available from Scale by scope. MSSP / MSP operations and client-specific integrations are scoped for Enterprise.

What happens in a demo?

A private 45-minute demo starts with our sample engagement. Your own anonymised notes are optional; no client material or preparation is required. We’ll arrange a time after you request a demo.

See the work connect.
Start with our sample.

We’ll walk through a sample engagement, from meeting to delivery and billing. Your own anonymised notes are optional; no preparation or client material is required.

Private demo · 45 minutesWe’ll arrange a time with youNo mailing list

Request a demo

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