Progress reports, phase narratives, fee and milestone status and open decisions for owners, architects and construction managers.
Owners, architects and construction managers each want a different report, and each project team writes it in a different shape: a monthly narrative for a university capital projects committee, a milestone update for a health system's facilities leaders, an assessment for a federal agency. Principals read a portfolio only after someone has stitched it together.
This agent does the stitching. It reads the project record, the schedule and the fee status, drafts progress reports and phase narratives in the firm's format, lists open decisions for the owner, and assembles a portfolio summary for principals across every office. It describes what the record says, and it does not characterize design quality or promise a date.
We connect the agent to the schedules, fee records and project folders your teams use, once your IT and security reviewers approve.
The agent drafts each report and flags every figure, date or statement it could not confirm from the record.
The project manager and principal in charge review and send each report. Their edits shape the next one.
A project manager prepares the design development update for a science building. The agent drafts the narrative from the project record across all five disciplines. The principal in charge decides what the committee receives.
A director of project management reports to facilities leaders on a medical center. The agent assembles milestones, open decisions and fee status from the record. The principal confirms each statement.
A group of discipline leaders assesses the mechanical, electrical and fire protection systems of an existing courthouse. The agent assembles the findings into the agency's format. The engineer of record decides what each finding states.
A managing principal wants one view of every active project in every office. The agent assembles it from the project records and flags those at risk. The principals decide where to act.
It reads the schedules, fee records and project folders your offices already keep, in platforms such as Microsoft Project, Deltek Vantagepoint, SharePoint or Newforma, as your IT and security reviewers approve.
No. It describes what the project record says. The principal and project manager decide what the owner is told.
A reviewer your firm names checks every draft, and the principal in charge approves what is sent.
Yes. Reports to an owner, to an architect as prime and to a construction manager each follow their own format in the instructions.
One office or portfolio goes first. The same templates are then fitted to the others as your leadership decides.
The templates and instructions written for your firm are yours. Project data stays under the terms of the Claude plan your firm chooses, reviewed with your IT lead before connection.