A qualifications library, award entries and technical papers, a CRM pipeline, and relationships with architects, owners and construction managers.
A firm's best work sits in the minds of the people who did it and in project folders no one has time to read. Marketing and business development teams rebuild project descriptions for each proposal, award entry and article, and the CRM falls behind the real relationships with architects, owners and construction managers.
This agent keeps the library current. It drafts project descriptions from the project record, assembles award entries and technical papers from the engineers' own material, keeps CRM notes in step with correspondence, drafts sector plans and records why work was won or lost. It covers hospitals, laboratories, data centers, airports and courthouses, and all five disciplines.
The marketing director decides what the firm says, and the engineer on the project confirms every technical statement.
We connect the agent to the firm's project folders, qualifications library and CRM, once your IT and security reviewers approve.
The agent drafts each entry and note, and flags every statement it could not confirm from the project record.
The marketing director and the project's engineer review and approve. Approved text returns to the library for the next use.
A marketing director needs a description of a completed medical center. The agent drafts it from the project record, covering medical gas, emergency power and smoke control. The project's engineer confirms every technical statement.
A principal chooses a university laboratory for an award. The agent assembles the entry from the engineers' notes and the outcome. The principal decides what the firm submits.
A business development lead wants the notes on one architect kept current across offices. The agent drafts them from correspondence and the projects done together. The relationship owner edits and approves.
A marketing team plans for airport terminal work. The agent drafts the plan from the pipeline and the firm's past terminals across plumbing, fire protection, electrical and structural. The principals decide the firm's priorities.
It reads your qualifications library and CRM in the platforms your teams run, such as Cosential, HubSpot or SharePoint, as your IT and security reviewers approve.
No. It drafts from the project record, and the marketing director and the project's engineer confirm every statement before anything is used.
A reviewer your firm names checks each draft. Technical statements are confirmed by the engineer who did the work.
One office or sector goes first. The same library structure is then extended to others as your leadership decides.
New projects are added to the record, and the instructions update the library from it. Your reviewers check the new entries before use.
The library, 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.