Draft and Review RFP Responses RFP Responses in Minutes, Not Days.
Catch errors, inconsistencies, and compliance gaps across your documents before anything goes out.
Trusted by professionals and teams across industries
How It Works
From raw files to clean deliverables
Upload your files, draft documents in minutes, and review everything before it goes out.
Upload Your Files
Drop your documents, spreadsheets, and supporting files into a project. Connect your data room — Stepscale indexes everything.
Draft & Review
AI drafts documents from your source files — then reviews everything for errors, gaps, and compliance issues.
Send with Confidence
Documents go out clean and on time. What used to take days of manual drafting and checking now takes minutes.
Professionals love Stepscale
What used to take days now takes minutes
Stepscale has completely transformed the way we work. It's like having an extra team of analysts working around the clock, letting us focus on strategy and clients instead of reviewing documents and spreadsheets.
Mark MacGregor
Arm Capital Advisory
Stepscale is best in class. It has cut through complexity, sped up my project timelines, and elevated work that was previously only possible with a large team.
Chris Spagnolo
Garnet Group
Draft faster, deliver cleaner
Save hours on every project
10,000+ Issues Caught
Errors and inconsistencies identified across documents
1,500+ Documents Processed
Documents drafted and reviewed across active projects
~90% Fewer Errors
Compared to manual drafting and review processes
Days → Minutes
Draft and review documents that used to take days of manual work
Your team's document partner
Draft and review every document before it goes out
Expert-Level AI Drafts & Reviews
Draft and review proposals, contracts, and reports with expert-level AI
Problem
Busy teams are constantly under pressure to review and finalize documents with senior reviewers overloaded leading to mistakes that slip through.
Stepscale
Result
Greater sign-off confidence with Stepscale reviews.
Review Findings
Quarterly_IM_Draft_v3.pdf
Page 14 states $4.2M revenue. GL_Ledger shows $3.9M for same period.
Cross-ref: GL_Ledger_Export.xlsx → Sheet "Q3 Revenue"
5.2% growth rate on page 22 copied from prior model. No updated source cited.
Cross-ref: Model_v2.xlsx → "Assumptions" tab
Section 4.1 references "Exhibit C" but no Exhibit C is attached to the document.
Cross-ref: Service_Agreement_v2.pdf → Exhibit index
Cap table on page 31 reflects v1 ownership structure. Current version shows different allocations.
Cross-ref: CapTable_Final.xlsx → "Current"
Reviewed 248 pages across 4 files
in 5 minutes
Catch & Resolve Issues
Catch inconsistent numbers, missing clauses, and disclosure gaps
Problem
Manual reviews happen one document at a time causing critical misalignment between versions, reference materials, email threads, and decisions made in meetings.
Stepscale
Result
Fewer surprises post document signoffs.
Context Sources
Active for this review
Data Room
23 files · Models, financials, legal docs
Inbox Scan
Scanned 14 days of deal-related threads
Meeting Transcripts
3 recorded calls · Oct 4, Oct 11, Oct 18
Prior Document Version
Quarterly_IM_Draft_v2.pdf
Sources actively cross-referenced
Reduced Miscommunications
Ensure key details stay consistent across every document
Problem
Multiple authors, email threads, and decisions made in meetings create version drift and miscommunication causing discrepancies and gaps in final documents.
Stepscale
Result
Fewer inconsistencies in approved documents.
Inbox Review
Q4_IM_Draft_v4.pdf · 38 emails scanned
Document lists effective date as April 1. Lead attorney's email on March 10 confirms policy goes live March 15.
Source: Email thread "Policy Timeline Update" → March 10
Draft mandates monthly audits. Compliance team email on Feb 28 clarifies quarterly schedule was approved by board.
Source: Email "Board Decision — Audit Frequency" → Feb 28
Two stakeholders approved different versions via email. No consensus confirmation on the current draft version.
Source: "Approved v2" (Feb 27) vs. "OK to proceed v3" (Mar 2)
Notifications sent to your inbox
Increased Compliance
Stay aligned with regulations and internal policies
Problem
Manually checking for adherence to every regulation, updated standard, and compliance requirement is prone to errors that make their way to submitted documents.
Stepscale
Result
Reduced legal and compliance risk.
Compliance Check
Offering_Memorandum_Final.pdf
SEC Regulation D — Rule 506(b)
Accredited investor requirements present and correctly stated
Anti-Money Laundering (AML)
KYC and source-of-funds language included and adequate
FINRA Rule 2210 — Communications
GapRisk disclosure on page 8 does not meet fair and balanced presentation standard. Past performance referenced without required disclaimer.
Accredited Investor Definition — SEC Rule 501
ReviewIncome/net worth thresholds referenced match current 2024 limits. Verify all calculations align with updated standards.
Gaps surfaced before submission
Centralized Workspace
One place for every project — drafts, reviews, and collaboration
Problem
Responsibility for document reviews is often fragmented across team members with required contextual information spread across team folders, email threads, and meeting notes never captured.
Stepscale
Result
Clear accountability with lower financial and business risk.
Issue Tracker
FY2025_Audit_Q3_Review · 4 open items
Revenue recognition timing discrepancy
Assigned: S. Chen · Source: Income_Statement_v3.xlsx
Accrual calculation inconsistency — Note 7
Assigned: M. Johnson · Source: Financial_Statements.pdf
Depreciation method change not disclosed
Assigned: A. Lopez · Source: Balance_Sheet_Backup.xlsx
Internal control weakness documentation missing
Assigned: Unassigned · Source: SOX_Compliance_Memo.docx
Approval record
Oct 22, 20243 reviewers · All findings logged with source links
Project Phoenix — Investment Memorandum
Confidential · Draft v4 · 42 pages
Executive Summary
Financial Overview
Revenue & EBITDA
Key Assumptions
Sensitivity Cases
Supporting Schedules
Transaction Terms
Client Communications
Regulatory & Compliance
Approvals & Sign-Off
Use Cases
Built for your workflow
Proposals
RFP Responses
Draft winning proposals and review them against past bids — in a fraction of the time.
Underwriting
Lending & Underwriting
Draft and review term sheets, offering memorandums, and commitment letters before they go out.
Transactions
Due Diligence
Draft diligence reports, review data rooms, and close with full confidence.
Enterprise grade security built in
Your project data stays yours
Stepscale is built to handle the most confidential documents.
Confidential
Private by design
Stepscale never uses your documents or prompts to train underlying AI models. Your information stays yours, always.
Secure
Bank-grade encryption
Data is encrypted using AES-256 and TLS 1.3, the same standards used by leading financial institutions.
Deal Access
Madison Smith
Owner
James Kim
Editor
External Party
No access
Private
You control access
Work together or keep projects private. Control who can view documents, drafts, and findings across each project.
Pricing
Simple, flexible plans
Choose the right plan for your team and scale as you grow.
Professional
For smaller teams
Billed annually
Review a file now!- Unlimited AI Reviews
- Connect your data room for Reviews
- Inbox Alerts
- Meeting notetaker
Business
For larger company wide deployments
- Bulk seat pricing based on team size and usage
- Hands-on team onboarding and training sessions
- Live chat, email, and phone support
- Data residency & deployment options