Polish client reports faster with AI

Revise helps consultants and agencies turn working drafts into executive-ready deliverables.

Built for recurring client deliverables

Documents stay private and encrypted

Make recurring reports read like strategy

Lead with business results
Move from activity summaries to outcomes, implications, and decisions.
Keep metrics unchanged
Improve the narrative while preserving the numbers clients will check.
Make recommendations actionable
Add owners, dates, and next steps so the report drives follow-through.
Reuse report style by client
Save tone and structure instructions for each account or deliverable type.

Why Revise?

Revise gives consultants and agencies an AI editor for recurring client deliverables.

An AI agent for client deliverables

Revise reframes report sections inside the draft while preserving metrics.

Every deliverable version saved

Track changes from team draft to partner review to client-ready report.

Q3 Growth Review

Executive Summary. This review covers the go-to-market performance of the mid-market and enterprise segments for the third quarter, and sets out three recommendations for the quarter ahead.

Approach. Our analysis draws on 22 win/loss interviews, a review of 140 closed opportunities, and two working sessions with the sales and marketing leads.

Key Finding 1 — Mid-market momentum. Mid-market win rate rose from 24% to 31% quarter over quarter, driven primarily by faster response times on inbound leads and a tighter qualification rubric.

The average sales cycle in this segment shortened from 61 to 48 days, which alone accounts for roughly half of the incremental bookings.

Key Finding 2 — Enterprise remains stalled. Enterprise conversion was flat at 12%, and interviews point to an unclear pricing story for deals above 500 seats as the most common reason cited for stalled deals.

Implications. The mid-market playbook is working and should be resourced further, while the enterprise motion needs a clearer pricing and packaging decision before additional headcount is added.

Recommendations. (1) Hire two mid-market reps in the next 60 days; (2) finalize enterprise pricing tiers by mid-quarter; (3) instrument lead response time as a standing weekly metric.

Next Steps. We propose a follow-up review in 90 days to measure the impact of these changes against the targets above.

Catch report mistakes

Revise flags wording and usage issues before a client sees the deck or report.

It remembers client style

Save account-specific tone, structure, and executive-summary preferences.

Try Revise for free

Revise runs in your browser - no installation required.

Common Questions

Is my client report data secure and private?

Yes. Your documents are encrypted in transit and at rest, and they are never used to train AI models. The AI providers that process your requests don't retain your conversations or document content. Client strategy, performance metrics, recommendations, and commercial context stay private.

Can I bring in client reports and consulting deliverables I already have?

Yes. Import an existing .docx, Google Doc export, or PDF and your formatting, headings, and tables come with it. Revise it with the agent, then export back to DOCX or PDF.

How is Revise different from Google Docs or Word?

Revise has an AI agent built into the editor that proposes edits inline, and every change shows as a red/green diff you accept or reject. For client reporting, that means you can improve the narrative while verifying metrics and recommendations before sending.

Is Revise free?

Revise has a free tier that includes the editor and the AI agent. Heavier usage is covered by paid plans.

See pricing