These APIs connect Thomson Reuters Practice Forward data to ProposalForge. Firms select advisory playbooks, the system calculates pricing in real time, and generates a complete proposal — all automated.
Test EnvironmentAll Systems Connected60 Playbooks Loaded
60
Advisory Playbooks
From Practice Forward
2
Advisory Packages
Pre-configured bundles
2
Client Personas
Auto-matched to packages
2
Live API Endpoints
Pricing + Proposal Generation
How It Works
1Firm identifies client type
Schedule C sole proprietor, S-Corp business owner, or other persona. The system knows which advisory package fits.
2Playbooks are selected
The system pulls the right Practice Forward playbooks — entity planning, cash flow, tax strategy, benefits — based on the client's needs.
3Pricing calculates instantly
Package base fee + individual playbook fees, adjusted by engagement complexity. The firm sees a defensible price in seconds.
4Proposal is generated
A complete advisory proposal with itemized playbooks, estimated tax savings, and engagement pricing — ready to present to the client.
LIVE
Calculate Advisory Pricing
Real-time pricing from Practice Forward playbook data
Send a client's advisory package and selected playbooks — the API returns an itemized breakdown with each playbook's fee and a final engagement price. This is the same calculation that powers the proposal builder's pricing step.
What goes in
Advisory Package
Which bundle of services (e.g., "Base Business" at $3,500)
Selected Playbooks
Which Practice Forward playbooks the client needs (from 60 available)
Complexity Level
1x (Very Low) to 2x (Very Complex) — TR Practice Forward premium multiplier
What comes back
Base Package Fee
Starting price for the advisory package
Playbook Line Items
Each playbook with its individual fee
Final Engagement Price
Total after complexity adjustment
200 OKLive response from test environment
LIVE
Generate Advisory Proposal
End-to-end proposal creation from client persona
Give the system a client and their persona type — it automatically selects the right advisory package, pulls the matching playbooks, calculates pricing, estimates tax savings for each playbook, and generates a complete proposal. One API call, full proposal.
What goes in
Client
Which client the proposal is for (e.g., "Thomson Reuters Tax & Accounting")
Client Persona
The client type — determines which package and playbooks are included automatically
What comes back
Proposal ID
Unique identifier for tracking
Playbook Breakdown
Each playbook with cost and estimated tax savings
Tax Savings Estimate
Total projected savings across all playbooks
Engagement Price
Upfront fee for the full advisory engagement
201 CreatedLive response from test environment
Connected Data
Advisory Packages2 loaded
Base Advisory Package - Business
Core advisory onboarding for business clients
$3,500
Base Advisory Package - Schedule C
Advisory onboarding for sole proprietors
$2,100
Client Personas2 configured
Schedule C Business Owner
Auto-matched to: Base Advisory Package - Schedule C
— $2,100 base
S-Corp Business Owner
Auto-matched to: Base Advisory Package - Business
— $3,500 base
Complexity Tiers
Low Complexity
1.25x price adjustment
Medium Complexity
1x price adjustment
High Complexity
1.2x price adjustment
Very Low (Highly Duplicable) Complexity
1x price adjustment
Moderate Complexity
1.5x price adjustment
Complex Complexity
1.75x price adjustment
Very Complex (Not Duplicable) Complexity
2x price adjustment
Practice Forward PlaybooksPowering all pricing and proposal generation
60 loaded
A-Entity Structure Planning
Medium
$2,500 – $5,000
Minimum fee floor: $2,500
Evaluate whether the client should operate as a sole proprietor, partnership, LLC, or S-corporation...
A-Cash Flow Planning
Low
$1,500 – $3,000
Minimum fee floor: $1,500
Develop a tax-aware cash flow strategy ensuring sufficient reserves for tax payments and operational...
A-Corporation / LLC Income Strategy
Medium
$2,500 – $6,000
Minimum fee floor: $2,500
Optimize income allocation between salary and distributions to reduce overall tax liability.
A-Fringe Benefit Optimization
Medium
$2,000 – $4,500
Minimum fee floor: $2,000
Evaluate tax-efficient benefit structures including health reimbursement arrangements and retirement...
ADD-Buy / Build / Lease Analysis
Medium
$1,500 – $3,500
Minimum fee floor: $1,500
Analyze financial and tax implications of purchasing, building, or leasing business assets.
A-Retirement Contribution Strategy
Medium
$2,000 – $5,000
Minimum fee floor: $2,000
Implement tax-efficient retirement strategies using SEP-IRA, Solo 401(k), or defined benefit plans.