AI Consultation / Built around your team

Stop wondering where AI fits.
Start making it work.

Your team knows where the work gets stuck. We help turn that knowledge into an AI plan grounded in your documents, your people, and the standards your projects demand.

A useful starting point

Clarity before another tool.

Whether you are exploring AI for the first time or looking to improve an existing rollout, start with the decisions and handoffs that take the most effort.

Know what to prioritize

Compare opportunities by frequency, effort, risk, and the quality of the information available. Choose a problem worth solving first.

Keep your team in control

Define where an agent can prepare work and where a person must review, approve, or escalate it.

Make progress measurable

Agree on a baseline and practical measures, such as review time, missing requirements, or time spent finding the current document.

How we can help

From workflow questions to a working plan.

01

Workflow assessment

Walk through document intake, reviews, approvals, and handoffs with the people doing the work. Identify repeated tasks and the exceptions that need judgment.
Working toward: A map of the workflow and its highest-friction steps.

02

AI priorities & guardrails

Decide which tasks are suitable for AI, what information it may access, and who owns final decisions. Establish review and escalation expectations before a pilot.
Working toward: A shortlist of use cases and clear operating boundaries.

03

Document & system readiness

Review how project files are organized, where revisions live, and how access is managed. Identify the information and connections an agent would need.
Working toward: A readiness checklist and integration requirements.

04

Pilot design & custom agents

Scope one practical use case around your documents and review criteria. Define representative examples, expected outputs, and acceptance checks with your team.
Working toward: A pilot brief with agreed scope and success measures.

05

Team training & adoption

Plan hands-on guidance around each role’s actual work. Show teams how to verify sources, spot limitations, and give useful feedback on agent outputs.
Working toward: Role-specific guidance and an adoption plan.

06

Evaluation & next steps

Compare pilot results with the baseline. Review errors, exceptions, and team feedback before deciding what to adjust, expand, or stop.
Working toward: An evidence-based recommendation for the next phase.

Construction context matters

Start with a real project workflow.

Compare requirements across drawings and specifications. Build a submittal register. Prepare a first-pass document review. Track an approval or trace a revision. We help you choose a manageable starting point and keep professional judgment with your team.

The engagement

Start focused. Learn before you expand.

01 / Listen & map

Bring a workflow challenge, the people involved, and an overview of your existing tools. We work together to understand the current process and constraints.

02 / Scope & validate

Agree on the pilot, responsibilities, data access, and review criteria. Test the approach against representative work before a broader rollout.

03 / Review & evolve

Use team feedback and measured results to refine the agent and the process. Expand only when the approach is useful in practice.

Before we talk

A few useful answers.

Do we need an AI strategy already?

No. Start with a recurring workflow problem and an overview of how your team handles it today. The consultation can help identify what to explore first.

Do we have to replace our existing systems?

Our starting point is the tools and processes you already use. Any proposed integration or change depends on your systems, access requirements, and agreed scope.

How long does a pilot take, and how much onboarding is needed?

Custom AI is designed to require minimal onboarding by fitting into the workflows and tools your team already uses. Unlike buying another software package with another login and dashboard to learn, the aim is to bring AI into the work your team already knows. Pilot length depends on the scope of the work, including the workflow, integrations, and review requirements. We agree on the timeline and any onboarding needs with you before the pilot begins.

What should we bring to the consultation?

A description of the bottleneck, the roles involved, your current tools, and an idea of the time spent on the task. You do not need to share confidential project documents in the initial inquiry.

How are scope, timing, and fees determined?

These depend on the workflow, available information, integrations, and level of support needed. We agree on the engagement details with you before work begins.

Let’s find your starting point

What is slowing your team down?

Tell us about your workflow and what you want to improve. We’ll follow up to discuss where AI consultation could help.

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