What does the assessment actually check?

The agent re-reads the solicitation (instructions, evaluation criteria, formatting and submission requirements, required forms and attachments) and audits your draft against each requirement. It also checks that the documents attached to the opportunity support the claims your proposal makes.

Can it read the proposal I drafted in CLEATUS?

Yes. Workflows can read your bid package directly, including proposal volumes drafted in the CLEATUS proposal writer, so the assessment covers your actual working draft, not a stale export.

Does this replace a human color review?

It replaces the reviews that were not happening. Teams with formal pink and red team processes use it as a fast pre-check between color reviews. Lean teams use it as their systematic review because a consistent AI audit on every bid beats an occasional manual one.

Who it's for: Proposal managers and small business owners in government contracting who need a systematic pre-submission review but do not have a dedicated compliance team for color reviews.
What it does: Triggers on pursuit.phase_changed when a proposal enters a final-review stage. An AI agent re-reads the solicitation requirements, audits the draft proposal and attached documents for compliance gaps, missing evidence, and unaddressed requirements, then emails a severity-ranked risk assessment, logs it to the opportunity, and creates a task for final fixes.
Key outcomes: Every proposal gets a consistent compliance and risk review before submission. Gaps surface while there is still time to fix them, and the fix list arrives as an actionable task, not a vague worry.

Catch Proposal Gaps Before Submission with AI Risk Assessment

Most losing proposals lose on compliance, not content. When your proposal moves to final review, CLEATUS re-reads the solicitation, audits your package against every requirement, flags the gaps by severity, and creates a fix list, all before you hit submit.

Trusted by 500+ contractors

Final Review Trigger

A Risk Assessment That Fires Itself

A real CLEATUS customer, a veteran-owned consultancy, runs a 12-step version of this workflow: the moment a proposal card moves into their final-review column, an agent runs a full risk assessment, emails the owner the findings, logs the assessment to the opportunity for the record, and opens a "final fixes" task. Their review happens every time, on every bid, without anyone remembering to schedule it.

Fires automatically when a proposal reaches final review

Findings emailed, logged, and turned into a fix task

Consistent review on every bid, not just the big ones

Modeled on a live 12-step customer workflow

CLEATUS workflow running a proposal risk assessment on phase change

Compliance Audit

Audited Against the Actual Solicitation

The agent does not review your proposal in a vacuum. It re-reads the solicitation, instructions, evaluation criteria, formatting requirements, and required attachments, then checks your draft and documents against each one. Missing signed forms, unaddressed evaluation factors, page-limit risks, and thin evidence all get flagged with a severity level so you fix the disqualifiers first.

Checks instructions, evaluation criteria, and attachments

Flags missing documents and unaddressed requirements

Severity-ranked so disqualifiers surface first

Reads your actual draft, including the bid package

CLEATUS AI agent checking a proposal against solicitation requirements

Evidence Review

Verify Every Claim Has Backup

Strong proposals make claims the evaluators can verify. The workflow can include an evidence pass that checks each significant claim in your proposal against the documents attached to the opportunity: past performance references, certifications, staffing plans, and technical documentation. Claims without backup get listed so you either add the evidence or soften the claim before an evaluator catches it.

Cross-checks claims against attached documents

Lists unsupported claims for fix or removal

Covers certifications, past performance, and staffing

Runs alongside the compliance audit in one workflow

CLEATUS workflow listing proposal claims that need supporting evidence

Ready to Submit with Confidence?

Give every proposal a systematic risk review before it goes out the door

Automatic risk assessment on every final review

Compliance gaps flagged by severity

Evidence check for every significant claim

Findings logged and converted to a fix task

Build it in plain English, no technical setup

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Workflow FAQ

Frequently Asked Questions

It triggers on the pursuit.phase_changed event, typically when you move a proposal into a "Final Review" pipeline column. You can also trigger it manually or on a schedule in the days before a deadline.