These APIs connect Thomson Reuters Practice Forward data to MojoMosaic Proposals. Firms select advisory playbooks, the system calculates pricing in real time, and generates a complete proposal — all automated.
Test EnvironmentAll Systems Connected70 Playbooks Loaded
70
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 70 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
Complex Complexity
1.75x price adjustment
Low Complexity
1.25x price adjustment
Moderate Complexity
1.50x price adjustment
Very Complex (Not Duplicable) Complexity
2.00x price adjustment
Very Low (Highly Duplicable) Complexity
1.00x price adjustment
Practice Forward PlaybooksPowering all pricing and proposal generation
70 loaded
CPS-Command Acceleration
Medium
$15,000 – $35,000
Minimum fee floor: $15,000
Faster command of inherited businesses (freight, fleet, small parcel) through a common operating lay...
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...
CPS-Cross-CPS Reuse
High
$20,000 – $45,000
Minimum fee floor: $20,000
Expand a proven freight/fleet beachhead to corporate card, virtual card, and beyond. Builds the cros...
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.
CPS-Transportation Visibility
Medium
$15,000 – $30,000
Minimum fee floor: $15,000
Elevate freight/fleet from shadow business to visible CPS wedge story. Leverages Voyager controls, $...