IndustriesProfessional servicesArchitects and surveyors

AI in architecture and surveying practices

Enquiries need a site visit, a fee proposal and a stage schedule before any drawing starts, and the invoicing follows the stages for a year. Our agents take the enquiry, book the visit, draft the proposal and keep the stage invoices on time.

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A day with the agents.

The jobs change with the business; the shape of the day rarely does. Here is how it runs for a architects and surveyors.

Monday
Enquiry qualifiedA loft conversion enquiry is qualified: address, budget, planning history. The practice's questions are asked and answered.
Thursday 10:00
Site visitThe visit is booked with the right architect; the client is told what to prepare.
Friday
Fee proposalYour notes from the visit become a fee proposal in the practice template, staged by RIBA stage, for you to finish.
Week 6
Stage invoiceStage 2 is marked complete; the invoice goes out on the agreed schedule with the payment link.
Week 10
Client updatePlanning is submitted; the client gets a plain-English note on what happens next and when.

What the agents take on.

Start with one. Most architects and surveyorss we work with add a second within three months.

Intake agentQualifies enquiries and books site visits
Proposal agentDrafts fee proposals from your notes and template
Billing agentStage invoices on the agreed schedule, chased
Aftercare agentProgress updates and planning milestones in your voice
Forms agentChases surveys, title documents and consents
Review agentAsks for reviews and referrals at completion

At a glance

What a build looks like for a architects and surveyors: the systems we connect to, the rules we build in, and what it costs.

Built for the rules of your sector.

Agents act on your behalf with your patients and customers, so we build them to the standards your regulator and your professional body expect.

  • No design or technical adviceThe agent gathers facts and manages process; anything technical goes to the architect or surveyor.
  • Your template, your stagesProposals and invoices follow your template and stage schedule; the fee is yours to set.
  • Appointment terms handled properlyClient care and appointment documents follow your professional body's requirements.
  • A person on requestClients can reach the practice at any time.

Tell us about your week.

A free 45-minute call. You describe how the architects and surveyors runs; we tell you which job an agent should take first and what it would save.

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