AI SOW Generator
The AI SOW Generator that consulting firms and MSPs trust. AI proposal automation that learns your services, your solutions, and how you price.
Turn customer context into winning proposals.
Turn customer context into winning proposals.
Darcy transforms what was said in discovery into polished SOWs, scoped estimates, and presentations — in your brand format, ready to send.
Project Overview
Pinegrove Outfitters is an outdoor recreation rental shop in Burlington, Vermont that runs equipment inspections on its rental fleet — kayaks, mountain bikes, and ski gear. Their inspection process has three stages: a pre-rental check (is the equipment safe and ready to go out?), a post-rental check (did it come back damaged or worn?), and an end-of-season service review (full teardown before storage). Today, Helen (the owner) writes every inspection checklist by hand, prints them on clipboards, and sends staff out to the rental floor with paper copies. When issues are found, staff snap photos on their phones and text them to Helen in whatever format is handy — usually screenshots pasted into spreadsheets. There's no consistent record of what was inspected, what failed, or how issues were resolved across a piece of equipment's life.
This project builds the backend data storage and connectivity layer that powers a digital replacement for that manual process. Pinegrove staff will use tablet-based apps (built in Darcy) to complete inspections on the rental floor, attach photos, and track progress across all three inspection stages. When they need to send findings to a repair vendor, they'll export a PDF instead of cobbling together text messages. A fourth reporting workflow aggregates results across all three stages so Helen can see the full history of a piece of equipment from purchase through end-of-season service.
The Darcy platform handles the user-facing pieces: generating checklists using AI from equipment specs and past examples, the tablet apps staff interact with, and the knowledge bases storing inspection guidance. This scope covers the AWS infrastructure underneath — the database that stores checklist data and inspection state, the file storage for photos, and the server that connects Darcy to those AWS services. All three checklist types share a single set of infrastructure, kept simple and consolidated to minimize operational overhead for a small team.
In-Scope Deliverables
One DynamoDB checklist table supporting all three checklist types (pre-rental, post-rental, end-of-season) via a type attribute. Schema uses partition key on checklist ID and sort key on line item ID, with a type attribute distinguishing checklist workflows. Global Secondary Indexes for querying checklists by project name and status, by checklist type, and by equipment ID across types (supporting the aggregation workflow). On-demand capacity mode for unpredictable usage patterns. One checkpoint table for explicitly saving and restoring checklist state across all three types, keyed by checklist ID and checkpoint timestamp. TTL configuration is not required — inspection records are retained indefinitely for fleet history.
One S3 bucket for inspection photo storage across all three checklist types. Server-side encryption with SSE-S3. Lifecycle policy moves photos older than 90 days to S3 Standard-IA; photos older than 1 year transition to Glacier Instant Retrieval. CORS configuration permits direct uploads from the Darcy tablet apps via signed URLs. Object naming convention scoped by equipment ID to support per-asset retrieval.
One ECS Fargate service hosting the API server that bridges the Darcy frontend and AWS data layer. Single-container deployment with auto-scaling between 1–3 tasks based on CPU utilization. ECR repository for container image storage with lifecycle policy retaining the latest 10 images. Application Load Balancer with HTTPS listener and ACM-managed certificate. Health check endpoint configured for ECS service stability monitoring.
IAM roles scoped to least-privilege for each service: ECS task role with read/write to the DynamoDB table and the S3 bucket only; deployment role for CI/CD with permissions to update the ECS service and push images to ECR. CloudWatch log groups for the ECS service with 30-day retention. Three CloudWatch alarms covering API error rate, DynamoDB throttling events, and ALB unhealthy host count, with SNS notifications to Helen's email.
Out-of-Scope Deliverables
Darcy Platform Configuration: Darcy is a COTS product. Knowledge base setup (3 knowledge bases for checklist types), workflow development (checklist generation and aggregation), React frontend development (3 React apps for floor use), and Darcy user provisioning are handled separately and are not part of this scope.
Vendor Access and Collaboration: Direct repair vendor access to the system is excluded. Pinegrove will use PDF export from Darcy and email for vendor communication.
PDF Export Functionality: PDF generation is handled within the Darcy React frontend, not the AWS backend.
Authentication System: User authentication is handled by Darcy's built-in password protection on the React frontend. No Cognito, Auth0, or custom IdP integration is included.
Multi-Environment Deployment: Only a single production environment is deployed. Staging or development environments are not included.
Ongoing Managed Services: Post-handoff operational support, monitoring, or maintenance is not included.
Data Migration: No migration of existing manual checklists or historical inspection data into DynamoDB is included.
Dependencies
- Pinegrove Outfitters provides sample checklist data for all three types (pre-rental, post-rental, end-of-season) including equipment categories, line item examples, and field structures for DynamoDB schema validation
- Helen (Owner) available for a 1-hour requirements validation session to confirm checklist data structure, field requirements, and cross-checklist relationships (post-rental references pre-rental results, end-of-season references both, etc.)
- Pinegrove Outfitters confirms the equipment categories to be supported in the initial deployment
- Pinegrove Outfitters provides examples of the desired fleet history report format for the aggregation workflow
- Darcy platform environment provisioned for Pinegrove Outfitters (3–5 user licenses)
- Darcy MCP Studio available for MCP server registration and connectivity configuration
- AWS account access with permissions for DynamoDB, S3, ECS, ECR, IAM, and CloudWatch deployment
- Pinegrove will provide equipment lists and rental categories within one week of project kickoff
- Single AWS region deployment (us-east-1) with no multi-region failover requirements
- Photo upload volumes remain under 5GB/month based on current rental volume projections
- All checklist types share the same security and retention policies (no per-type variation)
Self-Learning
DarcyIQ learns over time as you scope deals
Self-Learning
DarcyIQ learns over time as you scope deals
Customizable
Personalized scoping templates to guide your AI
Customizable
Personalized scoping templates to guide your AI
Team-First
Empower teams by centralizing knowledge
Team-First
Empower teams by centralizing knowledge
Agent-First
centralizing knowledge Agent-First Real-time agents gather data on the fly
Agent-First
centralizing knowledge Agent-First Real-time agents gather data on the fly
Historical Analysis
Historical Analysis
Analyze your scopes to determine trends, patterns and customer needs
Historical Analysis
Historical Analysis
Analyze your scopes to determine trends, patterns and customer needs
Historical Analysis
Historical Analysis
Analyze your scopes to determine trends, patterns and customer needs
Historical Analysis
Historical Analysis
Analyze your scopes to determine trends, patterns and customer needs
The architect loop
Scope in minutes, not weeks
DarcyIQ's AI Agents know your business model, tone of voice, formatting and more to craft consistent scopes and estimates
Chat and Build
Leverage Darcy Chat to interactively build and modify scopes
Leverage Darcy Chat to interactively build and modify scopes
Leverage Darcy Chat to interactively build and modify scopes
Approval Chain
Draft, review and approve your scope to ensure quality standards
Draft, review and approve your scope to ensure quality standards
Draft, review and approve your scope to ensure quality standards
Self-Learning
Completed scopes power a custom AI Engine for your team
Completed scopes power a custom AI Engine for your team
Completed scopes power a custom AI Engine for your team
Collaborate
Share scopes with team mates and incorporate feedback
Share scopes with team mates and incorporate feedback
Share scopes with team mates and incorporate feedback
Frequently asked questions
Answers to common questions about getting started and using Darcy day to day.
Book a demo call
Let’s talk about your current setup and see how Darcy can simplify your service operations.
Do you prefer email? We're available at:
We use encryption protocols to safeguard data transmission, regularly monitor for any vulnerabilities, and implement industry-standard security practices. Rest assured, your data is in safe hands.
DarcyIQ eliminates the traditional bottlenecks in three ways: First, it joins your client calls to provide real-time expertise. Second, it automates technical documentation creation, reducing delivery time from weeks to hours. Third, it leverages your historical project data to generate highly accurate proposals. This allows your team to respond to customer needs immediately, close deals 70% faster, and handle 4x more opportunities with your existing staff.
Most consulting firms achieve positive ROI within 60 days through increased deal velocity and win rates. The onboarding process takes less than 3 weeks, and you'll see immediate impact as your first proposals are delivered in hours instead of weeks. Our customers typically experience a 20-30x return on investment within the first year through increased revenue, improved margins, and dramatically higher team productivity.
DarcyIQ delivers exceptional results for technical consulting firms, system integrators, management consultancies, and financial advisory firms. Any business where specialized expertise must be consistently communicated through high-stakes client documentation will see dramatic improvements. Firms experiencing growth constraints due to technical resource limitations, long sales cycles, or inconsistent proposal quality are ideal candidates. Darcy is particularly transformative for businesses scaling beyond $5M in annual revenue where technical pre-sales bottlenecks begin limiting growth.
DarcyIQ is primarily delivered as a secure, enterprise-grade Multi-Tenant SaaS solution, offering immediate access with zero infrastructure management required. For organizations with specific compliance, regulatory, or security requirements, DarcyIQ is available as a license and is able to run on a private infrastructure. Contact our sales team to discuss your specific deployment needs and receive a tailored solution that aligns with your organization's requirements.
Frequently asked questions
Answers to common questions about getting started and using Darcy day to day.
Book a demo call
Let’s talk about your current setup and see how Darcy can simplify your service operations.
Do you prefer email? We're available at:
We use encryption protocols to safeguard data transmission, regularly monitor for any vulnerabilities, and implement industry-standard security practices. Rest assured, your data is in safe hands.
DarcyIQ eliminates the traditional bottlenecks in three ways: First, it joins your client calls to provide real-time expertise. Second, it automates technical documentation creation, reducing delivery time from weeks to hours. Third, it leverages your historical project data to generate highly accurate proposals. This allows your team to respond to customer needs immediately, close deals 70% faster, and handle 4x more opportunities with your existing staff.
Most consulting firms achieve positive ROI within 60 days through increased deal velocity and win rates. The onboarding process takes less than 3 weeks, and you'll see immediate impact as your first proposals are delivered in hours instead of weeks. Our customers typically experience a 20-30x return on investment within the first year through increased revenue, improved margins, and dramatically higher team productivity.
DarcyIQ delivers exceptional results for technical consulting firms, system integrators, management consultancies, and financial advisory firms. Any business where specialized expertise must be consistently communicated through high-stakes client documentation will see dramatic improvements. Firms experiencing growth constraints due to technical resource limitations, long sales cycles, or inconsistent proposal quality are ideal candidates. Darcy is particularly transformative for businesses scaling beyond $5M in annual revenue where technical pre-sales bottlenecks begin limiting growth.
DarcyIQ is primarily delivered as a secure, enterprise-grade Multi-Tenant SaaS solution, offering immediate access with zero infrastructure management required. For organizations with specific compliance, regulatory, or security requirements, DarcyIQ is available as a license and is able to run on a private infrastructure. Contact our sales team to discuss your specific deployment needs and receive a tailored solution that aligns with your organization's requirements.
Frequently asked questions
Answers to common questions about getting started and using Darcy day to day.
Book a demo call
Let’s talk about your current setup and see how Darcy can simplify your service operations.
Do you prefer email? We're available at:
We use encryption protocols to safeguard data transmission, regularly monitor for any vulnerabilities, and implement industry-standard security practices. Rest assured, your data is in safe hands.
DarcyIQ eliminates the traditional bottlenecks in three ways: First, it joins your client calls to provide real-time expertise. Second, it automates technical documentation creation, reducing delivery time from weeks to hours. Third, it leverages your historical project data to generate highly accurate proposals. This allows your team to respond to customer needs immediately, close deals 70% faster, and handle 4x more opportunities with your existing staff.
Most consulting firms achieve positive ROI within 60 days through increased deal velocity and win rates. The onboarding process takes less than 3 weeks, and you'll see immediate impact as your first proposals are delivered in hours instead of weeks. Our customers typically experience a 20-30x return on investment within the first year through increased revenue, improved margins, and dramatically higher team productivity.
DarcyIQ delivers exceptional results for technical consulting firms, system integrators, management consultancies, and financial advisory firms. Any business where specialized expertise must be consistently communicated through high-stakes client documentation will see dramatic improvements. Firms experiencing growth constraints due to technical resource limitations, long sales cycles, or inconsistent proposal quality are ideal candidates. Darcy is particularly transformative for businesses scaling beyond $5M in annual revenue where technical pre-sales bottlenecks begin limiting growth.
DarcyIQ is primarily delivered as a secure, enterprise-grade Multi-Tenant SaaS solution, offering immediate access with zero infrastructure management required. For organizations with specific compliance, regulatory, or security requirements, DarcyIQ is available as a license and is able to run on a private infrastructure. Contact our sales team to discuss your specific deployment needs and receive a tailored solution that aligns with your organization's requirements.
Frequently asked questions
Answers to common questions about getting started and using Darcy day to day.
Book a demo call
Let’s talk about your current setup and see how Darcy can simplify your service operations.
Do you prefer email? We're available at:
We use encryption protocols to safeguard data transmission, regularly monitor for any vulnerabilities, and implement industry-standard security practices. Rest assured, your data is in safe hands.
DarcyIQ eliminates the traditional bottlenecks in three ways: First, it joins your client calls to provide real-time expertise. Second, it automates technical documentation creation, reducing delivery time from weeks to hours. Third, it leverages your historical project data to generate highly accurate proposals. This allows your team to respond to customer needs immediately, close deals 70% faster, and handle 4x more opportunities with your existing staff.
Most consulting firms achieve positive ROI within 60 days through increased deal velocity and win rates. The onboarding process takes less than 3 weeks, and you'll see immediate impact as your first proposals are delivered in hours instead of weeks. Our customers typically experience a 20-30x return on investment within the first year through increased revenue, improved margins, and dramatically higher team productivity.
DarcyIQ delivers exceptional results for technical consulting firms, system integrators, management consultancies, and financial advisory firms. Any business where specialized expertise must be consistently communicated through high-stakes client documentation will see dramatic improvements. Firms experiencing growth constraints due to technical resource limitations, long sales cycles, or inconsistent proposal quality are ideal candidates. Darcy is particularly transformative for businesses scaling beyond $5M in annual revenue where technical pre-sales bottlenecks begin limiting growth.
DarcyIQ is primarily delivered as a secure, enterprise-grade Multi-Tenant SaaS solution, offering immediate access with zero infrastructure management required. For organizations with specific compliance, regulatory, or security requirements, DarcyIQ is available as a license and is able to run on a private infrastructure. Contact our sales team to discuss your specific deployment needs and receive a tailored solution that aligns with your organization's requirements.