TOME

AI sales assistant for account research, meeting prep, and outreach
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TOME is an AI-powered storytelling and sales-assistant platform built to make account research and meeting preparation dramatically faster and more consistent. It combines a narrative-first format with a “second brain” approach for sales teams: Tome pulls together a 360° view of target accounts using both public web signals and your internal sources (like playbooks and CRM context), then turns that information into clear, actionable briefs you can use right away.

Instead of starting from a blank page or chasing scattered tabs, Tome helps you understand what matters about an account—current priorities, strategic initiatives, momentum signals, and where your message can credibly connect. It’s designed to support the full pre-meeting workflow: prioritizing which accounts to focus on, preparing outbound outreach, mapping the buying committee, and walking into calls with sharper discovery questions.

Tome is especially useful for teams pursuing larger, more complex accounts where multiple stakeholders influence decisions. By learning from your sales playbooks and existing customer data, it highlights relevant initiatives and likely decision-makers so reps can enter accounts with messaging that resonates. Before meetings, Tome can brief you on the account and help you practice discovery topics tailored to what’s happening inside the business.

To get started, teams typically request a demo, connect relevant data sources, and begin generating account briefs and outreach drafts for their target segments. The result is a repeatable, research-driven process for outbound and meeting prep—without the manual overhead that usually slows teams down.

Review summary

Features

  • AI-powered account research from web and internal data
  • 360° account views and structured account briefs
  • Strategic initiative detection and prioritization signals
  • Buying committee and key decision-maker mapping
  • Automated meeting briefing and prep support
  • Outreach and messaging draft assistance
  • Playbook- and CRM-informed recommendations

How It’s Used

  • Automate account research for sales and SDR teams
  • Prepare for meetings with concise, relevant account context
  • Identify and map key stakeholders within target accounts
  • Create personalized outbound messaging that aligns to initiatives
  • Spot accounts showing growth signals, launches, or strategic changes

Plans & Pricing

Tome AI

Free

Up to 5 Matters Free
Instant LLM Analysis
Attorney-approved Negotiation Suggestions
Transparent Market Data
Secure Tome Vault Storage

Tome + Counsel

Others

Includes Features of Tome AI Plan, Plus
Unlimited Matters
Unlimited Document Uploads
Early Access to New Features
Add Expert Attorney Review and Advice
Redrafting and Negotiation Support
Integrate with Slack and Email
Subscription, Flat-fee Pricing, Starting at $200 Per Matter

Enterprise

Custom

High-volume Contract Analysis
Custom Rules and Negotiation Playbooks
Historical Benchmarking
Integrate with Internal Data and Tools

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