AI-Agents for Document Filing in Architecture and Engineering
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Merge project proposals and supporting PDFs in bid order.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
5 toolsSet up approved phase folders for design project handoffs.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
12 toolsSend approved project agreements for signature and log the invite on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
12 toolsCreate project folders for plans and approvals with team access.
Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.
5 toolsCombine design PDFs in task order into one review packet.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.
5 toolsSend approved design service agreements to the client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 toolsKeep design review decisions with the meeting they came from.
Get searchable meeting notes without another guest joining the call. Your private calendar keeps the recap and recording link together.
Send design agreements for signature after client intake approval.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 toolsRecord design review decisions and owners beside the meeting recording.
Your team gets a searchable meeting note with decisions and follow-ups. The recording link stays with the details in your shared notes library.
5 toolsKeep project meeting decisions tied to the recording.
Your team gets meeting notes with confirmed decisions and a link to the recording. Follow-ups stay tied to what people actually said.
Send approved design service agreements for project signatures.
Your signers receive the service agreement by email, and you can find its signing link in the client project.
Capture design team decisions and unresolved project questions.
Your next agenda starts with a clear record of what the team decided. Find open items and the recording in the same note.
