Choose your RFP review workflow.Use SourceFlag before proposal chaos starts.
Use one source-backed workspace for compliance rows, bid/no-bid prep, risk review, deadlines, and kickoff.Proposal managers, capture teams, small GovCon teams, and consultants use the same source-backed workspace for different high-pressure review moments.
Compliance matrix creation
Open use caseA first-pass checklist or compliance matrix with source references and review notes.
Buyer pain
Teams still build rows by hand from Section L, attachments, forms, and amendment text.
Workflow step
Upload the package, extract instructions, verify citations, and turn rows into owners and statuses.
Output
A first-pass checklist or compliance matrix with source references and review notes.
Mini artifact preview
Requirement: Include Past Performance Volume with no more than three references. Source: Section L, p. 45. Owner: Capture Lead / Open.
Bid/no-bid review
Open use caseA clearer list of dates, risks, must-have requirements, and open questions for leadership.
Buyer pain
Early reviews stall while capture teams look for deadlines, evaluation factors, and hidden obligations.
Workflow step
Ask grounded questions over the package and inspect cited source context before the review meeting.
Output
A clearer list of dates, risks, must-have requirements, and open questions for leadership.
Mini artifact preview
Risk/date summary: Questions due May 29, proposal due June 14, past performance required, pricing workbook attachment needs validation.
Risk review
Open use caseA needs-review memo with source-backed notes and human decision points.
Buyer pain
Ambiguous scope, missing attachments, unclear pricing rules, and conflicting instructions can hide in the package.
Workflow step
Surface flagged items and route them to the proposal manager, pricing owner, or capture lead.
Output
A needs-review memo with source-backed notes and human decision points.
Mini artifact preview
Needs Review: Submission method conflict. Source: Cover page + Section L. Human action: Confirm final submission method.
Proposal kickoff prep
Open use caseA shared first-pass work surface for kickoff, assignments, drafting, and export.
Buyer pain
Kickoff meetings lose time when the team starts from scattered files and partial notes.
Workflow step
Prepare the project workspace, source questions, checklist rows, owners, and drafting context before kickoff.
Output
A shared first-pass work surface for kickoff, assignments, drafting, and export.
Mini artifact preview
Owner/status row: Provide transition plan for first 30 days. Technical Lead / Open. Source: Section C, p. 9.
Deadline and submission tracking
Open use caseA deadline and submission checklist the team can review before final proposal production.
Buyer pain
Due dates, question deadlines, amendment acknowledgements, and file instructions are easy to miss.
Workflow step
Extract dates and submission instructions, then verify each one against the cited source material.
Output
A deadline and submission checklist the team can review before final proposal production.
Mini artifact preview
Deadline row: Questions due May 29, 2026 at 12:00 PM ET. Source: Section L, p. 5. Owner: Capture Lead / Open.
Clarifying question generation
Open use caseA list of practical clarification questions for human review before submission.
Buyer pain
Teams need to turn review findings into focused questions before the Q&A deadline closes.
Workflow step
Use grounded findings and flagged items to draft questions tied to source language.
Output
A list of practical clarification questions for human review before submission.
Mini artifact preview
Draft question: Please confirm whether final submission must be through the portal or by email, because the cover page and Section L differ.
Source-backed RFP review
Open use caseA first-pass review workspace with cited answers, source context, flags, and handoff artifacts.
Buyer pain
Generic summaries are hard to trust when the answer is separated from the source excerpt.
Workflow step
Ask grounded questions, inspect citations, create review rows, and verify before relying on the output.
Output
A first-pass review workspace with cited answers, source context, flags, and handoff artifacts.
Mini artifact preview
Grounded Ask: past performance is required. Citation: Section L, p. 45. Review cue: confirm recency rules.
Public solicitation review
Open use caseA public-package review surface for requirements, deadlines, flags, questions, and kickoff notes.
Buyer pain
Teams need a fast review workflow without mixing restricted or non-public material into the workspace.
Workflow step
Confirm the public/unclassified boundary, upload the package, and build first-pass review artifacts.
Output
A public-package review surface for requirements, deadlines, flags, questions, and kickoff notes.
Mini artifact preview
Package intake: RFP.pdf, Section-L.docx, Pricing-J.2.xlsx, Amendment-0001.pdf. Boundary: public/unclassified only.
Start with the workflow your team needs most.
Review the synthetic sample, inspect the product gallery, then choose the plan that matches your team size and public pursuit volume.