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One connected workflow

From a conversation to everything that needs to happen next.

Rapportly accepts the input you already have, creates documents in your style and keeps follow-up together. See what each feature does, why it helps and when to use it.

Explore all featuresDiscover the Proposal makerView Enterprise customisation
One conversationRecording, transcript or notes
01Summary
02Client email
03Actions
04Report or proposal

Feature overview

Stop choosing between disconnected tools.

Every feature uses the same client, the same sources and the same writing style. Filter by the part of your work you want to improve.

All plans

Your example is the format

Write in your style

Upload a report, email or proposal you already like. Rapportly recognises its structure, tone and recurring choices.

BenefitNo template building, while every result still feels consistent and recognisable.
ExampleA new quarterly report uses the same summary and conclusions as your approved example.
See how this works →
Available

In person or online

Record conversations

Record a conversation directly or add existing audio. Speakers and timestamps keep it easy to find.

BenefitYou do not need to write everything down during the conversation.
ExampleAfter a client visit, the recording is ready to become a summary and client email.
See how this works →
Available

Use what already exists

Combine sources

Combine audio, Word, PDF, a transcript and loose notes as input for one result.

BenefitRapportly has more context and you do not need to retype information.
ExampleCombine the conversation with a project plan and your own points of attention.
Available

One review point

Summary, client email and actions

Turn the same conversation into an internal summary, editable client email and actions with owners and deadlines.

BenefitFollow-up is ready before information from the conversation is lost.
ExampleReview the agreements, edit the text and download the client email as a draft file.
All plans

Any requested language

Second file version

Create a second version of the original document in any requested language, with the same structure and meaning.

BenefitThe client reads their language while your file keeps the required fixed version.
ExampleGive the client a Spanish version and keep English in the internal file.
From Pro

Context without searching

Client folders

Keep conversations, documents, reports and open actions with the right client and see the next step.

BenefitEvery colleague works from the same current context.
ExampleOpen Example Company and see the recording, draft advice and missing document together.
See how this works →
Coming soon

Enabled per client

Client portal

Choose per client whether the portal is active, which documents are visible and whether files or actions can be completed.

BenefitThe client only sees what you deliberately share; internal work stays internal.
ExampleShare the final report and upload request, but never the raw recording or internal notes.
See how this works →
From Pro+

Fixed sources at hand

Document library and matching attachments

Keep price lists, brochures, terms and product sheets as managed team sources.

BenefitThe right information and attachment no longer needs to be found every time.
ExampleRapportly detects a promise in the conversation and suggests the matching brochure for the client email.
Read the guide →
From Pro+

Continue where you already work

API, webhooks and Zapier

Pass completed reports and statuses to your other systems through Zapier, APIs or webhooks.

BenefitLess manual copying of completed work.
ExampleA connected Zapier workflow sends a completed report to your CRM.
Read the guide →
Pro+ and Enterprise

One office workflow

Team management and white label

Manage colleagues, shared styles, quality levels, security and the client-facing appearance centrally.

BenefitEveryone delivers the same recognisable quality without having to write identically.
ExampleNew colleagues immediately use the office's approved report style and client environment.
From Pro

From agreement to proposal

Proposal maker

Create a proposal in your brand style using agreements from the conversation and prices from your managed price list.

BenefitSend proposals faster without invented prices or manually calculated totals.
ExampleA discussed expansion becomes a numbered proposal with expiry date, VAT and payment terms.
See how this works →
Invitation-only beta

Client email

Client email through your own mailbox

Prepare a client email with suggested attachments as a Gmail draft. Limited invitation-only beta from Pro+.

BenefitReview the text, recipient and attachments in your own mailbox.
ExampleAfter a conversation, the draft email with the matching brochure is ready in Gmail.
Read the guide →
Paid plan

Start with your appointment

Google and Microsoft Calendar

Connect your calendar and use an appointment as the starting point for a conversation or online meeting.

BenefitYou do not have to enter the appointment details again.
ExampleOpen an appointment from your connected calendar and start recording the conversation.
Pro+

Submit material from your inbox

Your own submission email address

Email documents and transcripts to your own Rapportly address to start processing them in one place.

BenefitMaterial arrives through a consistent submission channel.
ExampleForward a document you received to your submission address for further processing.

Enterprise building blocks

Not just your logo. Your way of working can be built into Rapportly too.

Enterprise is a configured environment for organisations with fixed processes, proprietary business rules or demanding quality requirements. After a joint intake, we select, configure and test the components below. They are not all enabled automatically.

Enterprise only
  1. 01
    Map the process

    We bring input, decisions, documents and exceptions together in one design.

  2. 02
    Configure and test

    We configure only the required building blocks and test them with representative sample material.

  3. 03
    Accept and publish

    Your team reviews the sample environment. We publish the configuration only after approval.

Custom intake

Custom fields and intake routes

Define exactly which details, choices, amounts, dates and files employees or clients must provide.

How it works
Rapportly shows the right fields for each process and can receive input through the portal, a dedicated email address, API or connected cloud folder.
Practical example
An inspection process requests different information and evidence from a quotation or project workflow.
Controlled output

Fixed document structure and mandatory sections

Lock chapters, order, standard wording and mandatory sections for documents that must meet a fixed standard.

How it works
Each section gets a controlled source: AI text, immutable wording or an approved reusable component. Mandatory sections always remain present.
Practical example
An advisory report always contains the same legally or operationally required sections, regardless of who handles the case.
Rules outside AI

Calculation engines and business rules

Add fixed calculations, checks and decision rules where free-form AI output is not reliable enough.

How it works
Rapportly extracts the required data, runs the fixed logic and only then asks AI to write the explanation.
Practical example
A project report combines source information with fixed calculations and business rules before the report is produced.
Only what is needed

Portal modules and checklists

Extend the client environment with document recognition, missing-item lists, messages, a client register or appointments.

How it works
We only activate the selected modules for each Enterprise environment. Employees and clients do not see functions that are irrelevant to their process.
Practical example
A client sees which documents have been received and which are missing, while the case handler follows the same progress.
From source to case

Automated document intake

Bring documents and data in automatically from a mailbox, API, existing system or shared folder.

How it works
Rapportly verifies the sender or connection, recognises the document and places it in the right workflow or client folder.
Practical example
New case documents from a secure mailbox are automatically prepared for review.
Fit the existing landscape

Custom API, webhooks and output

Connect Rapportly to a CRM, DMS, calculation system or internal platform and choose the required output formats.

How it works
An API supplies data. A secured webhook reports that a document is ready. Output can continue as PDF, Word, Excel or through a signature process.
Practical example
After approval, the internal system automatically receives the report status and final document.
Your brand and environment

Full white-label and custom domain

Use your name, logo, colours, document style and own web address for the environment employees and clients see.

How it works
Rapportly configures the brand profile and connects the chosen domain together with your IT team. Security and processing remain centrally managed.
Practical example
An organisation can have a private environment configured, based on Rapportly and presented as its own product.
Demonstrable control

Audit lock, retention and review

Show who changed what, protect completed documents from silent edits and configure retention periods.

How it works
Rapportly records events in a verifiable chain. A completed version remains unchanged and a correction is stored as a new version.
Practical example
An internal review can trace the source, version and human approval that belonged to the final document.
Access through the organisation

SSO, roles and access policy

Let employees sign in through their own identity provider and define which role can access which parts.

How it works
We can connect Microsoft Entra through SAML. The organisation manages accounts and MFA, while Rapportly applies the right role and permissions.
Practical example
When an employee leaves, disabling the company account also removes access to the Enterprise environment.
Manage quality and cost

AI control per process step

Choose how much speed, depth and control each step needs and set a usage or cost ceiling.

How it works
Extraction, an optional calculation step and writing can each use an appropriate quality level. Heavier models are only used where they add value.
Practical example
Simple document recognition runs lightly, while audit-critical final wording receives additional quality control.
Fraud and source control

Authenticity checks for selected government documents

Check whether a digitally signed government document is authentic, complete and unchanged since it was signed.

How it works
Rapportly validates the PDF signature, certificate chain, expected issuer, full-document coverage and, where available, current revocation status. This is deterministic verification, not an AI assessment.
Practical example
The check already works for Dutch Tax Administration income statements and UWV insurance records. Other document types receive their own tested validation profile.

Proven Enterprise building block

Do more than read the content. Verify that the original is genuine.

For accountants, quality teams and other organisations that need to trust supporting evidence, Rapportly can technically verify selected digitally signed government documents.

Currently proven for Dutch Tax Administration income statements and UWV insurance records. Other issuers and document types require their own validation profile and test set.

What is verified technically

  • ✓ Digital signature and unchanged document bytes
  • ✓ Trusted eIDAS certificate chain and expected issuer
  • ✓ Full PDF coverage, timestamp and revocation status
  • ✓ Template, year and name consistency, without returning a citizen service number

Enterprise in practice

ASK Advies shows how far a tailored setup can go.

For ASK Advies, Mijn Advies has been configured with its own case workflow, meeting documents, standard mortgage calculations and advice reports in its own format. See what this example shows about tailoring Rapportly Enterprise to your organisation.

Read the Enterprise case study
01Initial meeting
02Interim update
03Advice report
04Review meeting

Featured capability

The Proposal maker writes with AI, but calculates without AI.

Rapportly derives the content from the conversation and your documents. A fixed calculation layer then handles lines, VAT and totals, combining speed with control.

Included from Pro

Managed sources

◉
Conversation or notesNeeds, quantities and agreements
▤
Price listCurrent prices from the document library
◇
Example proposalYour structure, colours and type
RRapportlyWriting + fixed calculation layer
Draft proposalService expansionPROP-2026-0042 · valid until 30 August
Implementation and setup€ 3.250,00
Additional custom workTBD
Total incl. VAT€ 3.932,50

Payment within 14 days after approval.

How it works

Four steps, without starting over.

  1. 1
    Capture the conversation

    Record, upload audio or paste your notes.

  2. 2
    Connect your fixed sources

    Rapportly uses your price list and example proposal.

  3. 3
    Review content and prices

    Missing prices become TBD, never an invented amount.

  4. 4
    Download and send

    Use Word or PDF in your own brand style.

Start with your own work

One good example and one conversation are enough to begin.

Create a free account and see which capabilities fit your workflow right away.

Create a free accountCompare plans