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Workorb vs Flowcase

Two proposal tools for AEC firms that start from different ends. Workorb is AI-first: it organizes a firm's past proposals, project sheets and bios into a Knowledge Hub and drafts and evaluates responses to an RFP; Flowcase is a resume, project-sheet and credential database kept current by staff, with AI matching and generative add-ons. Desk research from vendor pages read Oct 24, 2026; not tested, no winner.

DESK RESEARCH, NOT TESTED. Compiled from vendors' public websites (accessed Oct 24, 2026). Vendor claims are not verified by Means & Methods Lab. No scores or rankings.

In short: Workorb (AEC proposal automation; vendor publishes prices) vs Flowcase (Resume & project-sheet management; no public prices (quote / sales)). Facts last checked Oct 24, 2026. No winner declared; not tested.

Side by side

Workorb vs Flowcase: vendor-published facts side by side
Sheet rowWorkorbFlowcase
CategoryAEC proposal automationResume & project-sheet management
AI role (our label)AI-firstAI features added to established product
What it doesAI proposal software for architecture, engineering and construction firms (Toronto-based per its site). The homepage (checked Oct 16, 2026) describes a Knowledge Hub that connects to CRM, ERP and document systems and has AI agents organise past proposals, project sheets and team bios; RFP summaries and evaluation against the firm's own Go/No-Go scorecard; suggested past projects and team members matched to RFP requirements; first drafts of proposals and fee letters in the firm's writing style; and a compliance and proofreading pass in which the AI acts as an evaluator. Connections shown include Deltek Vantagepoint, Unanet CRM, SharePoint and OpenAsset. Vendor claims, not verified: a structured first draft in about 30 minutes, most firms running in about 48 hours, and accuracy described as having no hallucinations. Re-checked Oct 20, 2026: unchanged in substance (Knowledge Hub connections to Deltek Vantagepoint, Unanet CRM, SharePoint and OpenAsset; RFP summaries and Go/No-Go scorecard evaluation; first drafts of proposals and fee letters; an AI evaluator proofreading pass; about 30 minutes to a structured first draft and about 48 hours to get running). The homepage now leads with 80% less proposal time, a 50% higher win rate and 20+ hours saved per RFP (vendor claims, not verified). Re-checked Oct 22, 2026: homepage unchanged in substance (Knowledge Hub connections to Deltek Vantagepoint, Unanet CRM, SharePoint and OpenAsset; RFP summaries and Go/No-Go scorecard evaluation; first drafts of proposals and fee letters; an AI evaluator pass; about 30 minutes to a structured first draft and about 48 hours to get running). Its AI Solutions menu also lists Bid Leveling and Score Higher on Proposals, and the navigation links a Trust & Security page. The percentage, hours-saved and no-hallucinations lines remain vendor claims, not verified. Re-checked Oct 24, 2026: homepage unchanged in substance (Knowledge Hub connections to Deltek Vantagepoint, Unanet CRM, SharePoint and OpenAsset; RFP summaries and Go/No-Go scorecard evaluation; first drafts of proposals and fee letters; an AI evaluator pass; about 30 minutes to a structured first draft and about 48 hours to get running per the FAQ). The percentage, hours-saved and no-hallucinations lines remain vendor claims, not verified.Resume (CV), project-sheet and credential database for consulting and AEC firms (formerly CV Partner). Staff keep their own profiles current; proposal teams search for people and projects, tailor content, and export to branded templates, Word, InDesign, PDF or SF 330 Section E resumes and Section F project sheets. The homepage shows an AI match step that analyzes uploaded RFP requirements and scores people and projects against them, and the site announces an AI Proposal Assistant running on the firm's live data. Lists integrations with SSO and a REST API, translations and skill reports. Industries listed include engineering and construction. Vendor case-study figures such as 90% faster resume prep are vendor claims, not verified. Re-checked Oct 19, 2026: the homepage still shows the RFP match step (upload an RFP and every profile is scored against it) and a Sweco case study (engineering consultant with 20K+ employees; vendor case study). The pricing FAQ now names Flowcase's generative AI tools as AI Translations, AI Proofreading and AI Text Reduction, says the AI Proposal Assistant runs on live data, and says Flowcase never uses customer data for retraining or shares it between systems (vendor statements). Re-checked Oct 20, 2026: unchanged in substance (RFP match step, Sweco case study, AI Proposal Assistant news, and the pricing FAQ's AI Translations, AI Proofreading and AI Text Reduction); the homepage also shows the systems data flows in from and out to, naming Loopio and Responsive, OpenAsset and Kantiv, and Copilot, ChatGPT and Claude, and lists SOC 2 Type II, ISO 27001, GDPR with a choice of data region, EU AI Act, and SSO and SCIM (vendor statements). Re-checked Oct 22, 2026: homepage and pricing page unchanged in substance (RFP match step, Sweco case study, AI Proposal Assistant news item, AI Translations, AI Proofreading and AI Text Reduction in the pricing FAQ; Loopio, OpenAsset, Kantiv, Copilot and Claude among connected systems; SOC 2 Type II, ISO 27001, EU AI Act, and SSO and SCIM listed). The 98% renewal line and customer quotes are vendor material and are not used. Re-checked Oct 24, 2026: homepage and pricing page unchanged in substance (the homepage now leads with one place for every resume, project sheet and credential, kept current by the people who own them; RFP match step, SF 330 Section E and F exports, Sweco case study, AI Proposal Assistant news item, and AI Translations, AI Proofreading and AI Text Reduction in the pricing FAQ). Case-study percentages are vendor claims and are not used.
Who it's forAEC marketing, business development and proposal teams; the lighter RFP & Proposal Evaluator is pitched at small and mid-sized firms.Proposal, bid and marketing teams at engineering, construction, architecture and consulting firms.
Pricing (as publicly stated)Published in part (pricing page, checked Oct 16, 2026): RFP & Proposal AI Evaluator $175 per user per month on a monthly commitment or $149 per user per month on an annual commitment (the page says save 16%), no credit card required; Workorb Enterprise (Proposal Assistant, Document Assistant, brand voice, enterprise support) and Enterprise with Knowledge Hub are custom pricing. Taxes, minimum seats and term details not stated. Re-checked Oct 17 and Oct 19, 2026: unchanged. Re-checked Oct 20, 2026: the pricing table shows the RFP & Proposal AI Evaluator at $149 per user per month (with a monthly/annual toggle and Save 16%; the $175 monthly figure was not re-read) and Workorb Enterprise with Knowledge Hub at custom pricing (Knowledge Hub, AI agents, Proposal Assistant, Document Assistant, brand voice and tone, enterprise support); Workorb Enterprise appears above the table as a Book a Demo description rather than a separate priced column. Re-checked Oct 22, 2026 (pricing page rendered in a headless browser): unchanged; the RFP & Proposal AI Evaluator shows $175 per user per month on the monthly commitment and $149 per user per month on the annual commitment (Save 16%), no credit card required, and Workorb Enterprise with Knowledge Hub is custom pricing. Re-checked Oct 24, 2026 (pricing page rendered in a headless browser, both toggles read): unchanged; RFP & Proposal AI Evaluator $175 per user per month on the monthly commitment and $149 per user per month on the annual commitment (Save 16%), no credit card required; Workorb Enterprise with Knowledge Hub is custom pricing.No public prices (checked Oct 16, 2026): the pricing page lists a Professional plan (resume, CV and case-study database, tailoring, templates for one-click exports, integrations and SSO, bulk imports, permissions) and Premium add-ons (generative AI, premium support, dedicated onboarding, bespoke integrations, audit log), each with "Get a quote" and no figures. Generative AI is listed as an add-on, not part of Professional. Re-checked Oct 19, 2026: unchanged. Professional and the Premium add-ons (generative AI, premium support, dedicated onboarding, audit log) are still Get a quote with no figures. Re-checked Oct 20, 2026: unchanged (Professional and the Premium add-ons, including generative AI, are still Get a quote with no figures). Re-checked Oct 22, 2026: unchanged (Professional and Premium, with Premium described as everything in Professional plus a pick of generative AI, premium support, dedicated onboarding, bespoke integrations and audit log; both Get a quote, no figures). Re-checked Oct 24, 2026: unchanged (Professional and Premium, with Premium described as everything in Professional plus a pick of generative AI, premium support, dedicated onboarding, bespoke integrations and audit log; both Get a quote, no figures).
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Vendor links
Sources

Facts last checked: Oct 24, 2026. Prices change; check the vendor page before relying on them.

Where the vendor descriptions differ

  • What each does (vendor pages): Workorb's homepage describes a Knowledge Hub that connects to CRM, ERP and document systems (Deltek Vantagepoint, Unanet CRM, SharePoint and OpenAsset shown) and has AI organize past proposals, project sheets and team bios; RFP summaries and evaluation against the firm's Go/No-Go scorecard; suggested past projects and team members matched to RFP requirements; first drafts of proposals and fee letters in the firm's writing style; and a compliance and proofreading pass with the AI acting as evaluator. Flowcase's homepage describes one place for every resume, project sheet and credential, kept current by the people who own them, an RFP match step that scores people and projects against requirements, and exports to InDesign, Word, PDF and SF 330 Section E resumes and Section F project sheets.
  • Where the AI is: Workorb's AI does the drafting, matching and review across the proposal. Flowcase's pricing FAQ names its generative AI tools as AI Translations, AI Proofreading and AI Text Reduction, its site announces an AI Proposal Assistant running on the firm's live data, and generative AI is listed as a Premium add-on rather than part of Professional. Flowcase says it never uses customer data for retraining or shares it between systems (vendor statement).
  • Data upkeep: Workorb's FAQ says firms do not need to clean or upload data manually because AI agents curate content pulled from connected systems, and that most firms are running in about 48 hours (vendor statements). Flowcase relies on staff keeping their own profiles current, with bulk imports, standardized terminology and granular permissions listed on Professional.
  • Pricing (checked Oct 24, 2026): Workorb publishes a price for its lighter RFP & Proposal AI Evaluator, $175 per user per month on a monthly commitment or $149 per user per month on an annual commitment, with no credit card required to try it; Workorb Enterprise with Knowledge Hub, the Proposal Assistant and Document Assistant is custom pricing. Flowcase lists Professional and Premium, both Get a quote with no figures.
  • Not used here: Workorb's proposal-time, win-rate and hours-saved figures and its no-hallucinations line, and Flowcase's case-study percentages and customer counts. Neither tool has been tested by Means & Methods Lab.

Paraphrased from the sources listed above. Vendor claims are reported as claims.

What users say

The facts above come from vendor websites. Whether either tool is any good for your work is something only people who use them can say. These are member reviews, all ratings shown, never edited or removed for being negative.

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Questions to ask in your review

  • Whether your gap is drafting and checking responses to each RFP (Workorb) or keeping resumes and project sheets current and ready to export (Flowcase)
  • What Workorb Enterprise and either Flowcase plan cost for your headcount, since both are quoted
  • How each fits next to the CRM, ERP or digital asset system you already run
  • What did you use it for, on what kind of work and project size?
  • How long did setup and training take, and who on your team did it?
  • What does it cost you in practice, compared with what the sales call said?

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