Built for operationally complex, document-heavy businesses.
We focus on firms whose day-to-day depends on knowledge that lives in people's heads and inboxes. The patterns repeat — the solutions are custom.
6 PRIMARY VERTICALS · MORE ON REQUEST
Commercial Real Estate
Underwriting, deal memos, and client updates without the manual grind.
- Every deal starts with re-reading dense lease and OM language
- Underwriting inputs live across drives, spreadsheets, and inboxes
- Client updates depend on one broker's memory and calendar
- Deal pipelines exist in different formats per broker
- Lease abstract
- OM summary
- Deal memo generator
- Client pipeline update
- Prospect research brief
- Tour follow-up automation
- Pipeline reporting
- 1031 client-need matching
- Firm underwriting standards
- Submarket comps and history
- Approved deal-memo templates
- Analysts move faster from raw docs to underwriting inputs
- Client updates arrive on a consistent cadence
- New brokers onboard into the firm's standards, not one person's habits
Property Management
Owner reporting, tenant response, and vendor coordination on rails.
- Owner reports are rewritten property by property
- Tenant emails eat the day and go inconsistent
- Move-in and move-out packets vary by property manager
- Maintenance escalations sit in someone's inbox
- Owner report generator
- Tenant response drafts
- Move-in / move-out packets
- Vendor scope summaries
- Work-order triage
- Renewal outreach
- Owner distribution reporting
- Property playbooks
- Approved vendor list
- Lease standards and templates
- Faster, consistent owner reporting
- Tenant response times drop
- Property managers spend more time on-site, less on drafting
Architecture
Turn project narratives, specs, and reviews into structured knowledge.
- Meeting notes and RFIs live in email threads
- Design narratives get rewritten per project instead of composed from a library
- Specifications drift from the firm's standard details
- Meeting minutes and RFI summaries
- Design narrative drafts
- Fee proposal generator
- Interview / pursuit brief
- Pursuit intake and qualification
- Weekly project status compilation
- Standard details library
- Past-project narratives
- Firm voice and writing standards
- Studios spend more time designing, less time writing
- Pursuit responses reflect the firm's best prior work automatically
Interior Design
Faster specifications, cleaner client updates, and organized project libraries.
- Product specifications get re-typed into every schedule
- Client communication varies per designer
- Project libraries live on individuals' desktops
- Specification schedule generator
- Client update composer
- Vendor RFI drafter
- Design presentation outline
- Vendor sourcing and quote intake
- Client presentation prep
- Preferred vendors and finishes
- Firm design standards
- Approved client-communication style
- Designers ship specs faster with fewer errors
- Clients receive consistent, on-brand communication
Construction
Submittals, RFIs, daily reports, and closeout without the paperwork drag.
- Daily reports are inconsistent across superintendents
- Submittal logs and RFIs live in disconnected systems
- Closeout packages take weeks to assemble
- Daily report generator
- RFI and submittal summarizer
- Change-order narrative drafter
- Closeout package assembler
- Subcontractor scope reviews
- Weekly owner reporting
- Firm safety and quality standards
- Approved subcontractors
- Historical project data
- Field teams document faster, with consistent quality
- Owner updates arrive weekly without a scramble
Professional Services
Legal, accounting, and consulting teams reclaim hours on drafting and review.
- Client memos and letters take too long to draft
- Research summaries get repeated across engagements
- Onboarding a new hire takes months of tribal knowledge transfer
- Client memo drafter
- Research and precedent summarizer
- Engagement letter generator
- Internal training brief
- Intake and conflict checks
- Matter status reporting
- Firm precedent library
- Approved templates and clauses
- House writing style
- Higher-value work per billable hour
- New hires reach useful output faster
- Consistent client experience across the firm
Bring order to the way your company uses AI.
Start with a focused assessment of your workflows, tools, and highest-value AI opportunities. Get a written roadmap you own.
$750 · One-time · Roadmap delivered