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How do I request a Custom Solution?

Every Custom Solution starts the same way: tell us what you need. There's no sales call to book and no form to hunt down - just describe your problem or ambition, and our intake takes it from there.


Two ways to start:

  • The main prompt - Type what you need into the prompt on Loophole.com - something like "Automate our client intake" or "Automate my business" is enough to begin.

  • Text your AI Assistant - Describe what you need over text and your Assistant will submit the quote request for you.


Step 1: Describe it

Start with a sentence or two about what you want to accomplish. You don't need to be technical, and you don't need to know what's possible - that's what your expert is for.


Step 2: Complete the guided intake

Loophole AI will ask a few follow-up questions to understand your situation - a brief summary focused on key facts. The more you can share, the better your quote will be. Helpful things to mention:

  • What specific tasks or processes you want handled

  • What tools or platforms you're currently using (if any)

  • The pain points or bottlenecks you're hoping to solve

Don't worry about getting everything in - you can add more details later.


Step 3: Submit your request

Once the intake has what it needs, you'll be shown the Custom Solutions service and can submit your request for a quote. You'll receive a confirmation email right away.


What happens next:

You can view your request any time at loophole.com/my-account/quotes/ - it will show as Submitted with a progress tracker: Submit Request → Expert Review → Receive Quote → Accept Quote → Track Progress.

  1. We review your request - Your quote is assigned to an expert account manager shortly after submission. They'll carefully review the details you provided to prepare a real, customized quote.

  2. Questions & discussion - If your account manager has questions or wants to discuss ideas, you'll receive an email. Your AI Assistant will keep you updated.

  3. Your official quote - We'll notify you once your quote is ready, including a clear price and terms. You can ask your account manager any additional questions at this time.

  4. Accept & proceed - If you're happy with the quote and terms, accept it - and your dedicated account manager will move forward with your Custom Solution right away.


Good to know:

  • Requesting a quote is free. Nothing is billed until you review and accept your quote.

  • You can add details after submitting. Open your quote and click + Add additional information any time before your official quote is ready.

  • Business matters require a Business account ($99/month). Personal accounts can't submit business matters - those requests are declined automatically.

  • We're selective. If we can't find a viable path forward, or your request needs legal services we cannot provide, we'll decline the project before you spend anything - and in most cases you'll receive an email explaining the update.

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