Briefcase turns your client intake form into a polished, itemized proposal in under two minutes — venue options, vendor categories, timeline milestones, and budget estimates included. Export a branded PDF and send it the same call.
Built for planners running 10+ events a year. Free during beta.
How it works
Event type, headcount, location, date, and budget. The same details you gather on every new client call — now in a structured form that takes under five minutes.
Venue options matched to your city and event type, vendor categories with typical ranges, a timeline of milestones, and an itemized budget breakdown — assembled in seconds.
Download a branded PDF ready to send. Adjust any line item before exporting. No InDesign, no copying estimates into a template, no late Tuesday nights.
Who it's for
If you're managing galas, weddings, and corporate retreats back to back, two hours per proposal adds up to weeks of unbillable time every year.
Running galas, weddings, and corporate retreats on your own. You win by moving fast and looking polished — Briefcase keeps both.
Managing a team and multiple active proposals at once. Every planner gets consistent, on-brand output without the two-hour time sink.
Proposal prep is overhead you don't get paid for. Briefcase turns the estimate that used to eat your evening into something you send before the client hangs up.
Early access
Briefcase is in private beta. Join the waitlist and we'll reach out when we open access to the next cohort of planners.
No spam. Just an email when your spot is ready.