AI Features
- Free
- Solo
- Team
Kiaro includes built-in AI tools to help you work faster. Each tool is designed for a specific task in the consulting workflow.
Use your own AI app
Already use Claude, ChatGPT, Cursor or VS Code? Connect it to Kiaro and ask it to work with your clients, time and invoices. Anything that reaches a client or changes money records waits for your approval in Kiaro. This is in beta. See Connect Your AI.
Available AI tools
AI tools are accessible directly from the pages where they’re most useful. There is no separate AI section.
| Tool | Where to find it | What it does |
|---|---|---|
| Proposal Draft | Proposals page | Generate a structured proposal based on project and client details |
| Contract Analysis | Contract detail page, Contracts list page | Analyze contracts for gaps, risks, and jurisdiction-specific issues. Upload a PDF or paste text. |
| Client Re-engagement | Client detail page (inactive/past clients) | Draft a re-engagement email using the client’s history and past projects |
| Time Estimation | Project page → Tasks tab | AI-calibrated time estimates based on your historical task data and estimation accuracy |
| KB Auto-capture | Project page → Knowledge Base tab | Extract reusable knowledge from completed projects and save directly to the Knowledge Base |
| Meeting Notes | Meeting detail page | Process meeting transcripts into structured summaries, action items, and follow-ups |
All AI tools are also accessible via the AI command bar (Cmd+K / Ctrl+K).
AI commands
Each message you send in the AI command bar counts as one command, and so does each use of an AI tool on a page. Your plan includes a monthly command allowance:
| Plan | Commands per month | Limit type |
|---|---|---|
| Free | 100 | Hard cap |
| Solo | Unlimited | No cap; lighter model after 3,000 |
| Team | Unlimited | No cap; lighter model after 15,000 |
Commands reset on the first day of each month.
On the Free plan, once you’ve used all 100 commands, the AI command bar and the AI tools let you know and suggest upgrading to Solo.
On Solo and Team plans, there is no monthly cap and no cutoff. After 3,000 commands in a month on Solo, or 15,000 across a Team workspace, complex requests such as proposals, contract analysis and command-bar actions start on a faster, lighter model until the count resets on the 1st. Answers may be a little less detailed.
See AI Commands for full details on how commands work.
Disabling AI
The workspace owner can disable all AI features from Settings → Workspace. When disabled:
- The AI command bar input is muted and shows a message with a link to re-enable
- The floating AI button (bottom-right corner) is hidden
- The dashboard command bar shows a banner explaining that AI is disabled
- All features remain accessible manually via the sidebar. Nothing is lost
Non-owner team members see a message to ask their workspace owner to re-enable AI.
How AI features work
- Time Estimation uses fast, lightweight AI for instant responses
- All other tools use advanced AI for higher-quality generation
- Every plan uses the same models for each tool
Your workspace data is only processed when you explicitly use an AI tool. AI tools have access to your workspace data (clients, projects, tasks) to provide relevant, contextual output.
All AI-generated content includes a disclaimer: “Kiaro AI can make mistakes. Please review before confirming actions.”
AI output preview
Most AI tools stream their output in Markdown. You can toggle between Preview (rendered) and Markdown (source) view using the tabs at the top of the output panel. Copy the source for use in other tools, or use the rendered preview for review.
Proposal Draft is the exception: once generation finishes, it skips the Markdown view entirely and opens straight into an editable WYSIWYG editor next to a live PDF preview, so you can start editing immediately. No markdown knowledge is needed. See Reviewing an AI-generated proposal for details.
Proposal style consistency
To ensure your proposals follow a consistent voice and structure across your workspace:
-
Style Guide: Open the collapsible “Proposal Style Guide” section on the AI Proposal Drafter page. Write your preferred tone, structure rules, and formatting preferences. These guidelines are injected into every proposal prompt automatically.
-
Past proposals as examples: When you save a generated proposal, it can be used as a style reference for future proposals. The AI reads your most recent saved proposals and matches their tone, structure, and voice. The more proposals you save, the more consistent the output becomes.
Both features work together: the style guide provides explicit rules, while past proposals provide implicit style matching.
Saving AI output
Proposals
As soon as generation finishes, Kiaro automatically creates a draft proposal linked to the client and project you selected, and opens it in an editable WYSIWYG editor next to a live PDF preview. The AI also attempts to extract structured pricing line items from the Investment section of the generated content. Your edits autosave as you go, so there’s no separate save step. You can select any text to rewrite it with AI or click Revert to AI draft to restore the original generated version. Continue to the full proposal page whenever you’re ready to review pricing, set an expiration date, or send it to your client.
If you prefer not to use AI commands, you can also create proposals from built-in templates or from scratch. Templates are free and do not count toward your monthly AI command allowance.
See Contracts & Proposals for full details on managing proposals.
Knowledge Base articles
When using the KB Auto-capture tool, generated articles can be saved directly to the Knowledge Base with one click. Saved articles are automatically associated with both the project and its client, making them easy to find later.
Meeting notes processing
Paste a meeting transcript or type your notes, and the AI extracts a structured summary, action items with assignees and due dates, key decisions, and follow-ups. Action items can be converted to project tasks with one click.
Meeting context is automatically included when generating proposals for the same client, giving the AI relevant background from your conversations.
See Meeting Notes for full details.