AI-Agents for Consultants in Architecture and Engineering

Agents help architecture and engineering firms spend more time on design decisions as projects move from plans to delivery.

Draft Business Proposal

Shape prospect needs into engagement drafts with clear scope questions.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools
Draft and Send Proposals

Turn prospect needs into scoped engagement proposals.

Your prospects receive branded business proposals based on their emails and the pricing rules you set.

Works with5 tools
Flag Meeting Clashes

Flag client meeting invitations that overlap engagement work.

See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.

Works with7 tools
Send Client Welcome Email

Welcome each new engagement with its agreed scope and kickoff steps.

Your new client gets a personal welcome after signing, with clear first steps and a link to share files.

Works with24 tools
Draft Business Proposal

Draft client engagement proposals from call notes and agreed fees.

Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.

Works with10 tools
Send Client Packets

Send completed reports to client stakeholders and flag missed deliveries.

Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.

Works with5 tools
File In-Person Meeting Notes

File client session decisions with the original audio.

Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.

Works with7 tools
Send Signature Request

Send approved engagement agreements to the client signer.

Your client gets the agreement to sign, and you get the request link and send confirmation on the project.

Works with5 tools
Create Meeting Notes

Save client discussion notes under the scheduled meeting.

Get searchable meeting notes without another guest joining the call. Your private calendar keeps the recap and recording link together.

Works with
Add Travel Blocks

Reserve travel before meetings at client sites.

Your calendar shows time to reach in-person appointments, with an arrival buffer and visible conflicts when plans overlap.

Works with4 tools
Draft Client Proposals

Draft client engagement scopes for review before sending.

Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.

Works with14 tools
Create Post-Meeting Note

File client workshop decisions and next steps in the team's notes library.

Your team gets a searchable meeting note with decisions and follow-ups. The recording link stays with the details in your shared notes library.

Works with5 tools
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