Services
Three workflows we fix for engineering and environmental firms.
Reports and proposals, intake and follow-up, and the knowledge locked in past project files. Every engagement starts with a free Workflow Assessment, and every pilot has a fixed price and a definition of done.
Offer 01
Report & Proposal Engine
Firms where senior staff bill hours to document assembly.
One recurring report or proposal workflow, scoped from structured inputs through to a formatted draft in your own template. A qualified engineer still reviews and signs before anything leaves the building.
Less manual assembly, a clearer review path, and technical responsibility still yours.
In the pilot
- Structured intake for the inputs the document actually needs
- Your approved template, sections, and drafting rules
- A review-ready draft generated into your format
- One named reviewer with an explicit approval gate
Not in the pilot
- Multiple document types in the pilot
- E-signature or client delivery
- Anything that reaches a client without human sign-off
Offer 02
Intake & Follow-Up System
Firms losing RFPs and project inquiries between inbox, spreadsheet, and CRM.
Project requests and inbound inquiries get captured once, organized, routed to the right person, and prepared for follow-up without the same details being re-typed across three tools.
A consistent intake trail and far less status chasing.
In the pilot
- One intake channel wired end to end
- Routing rules for who owns what
- CRM sync so records stay in one place
- Automated follow-up and a shared status view
Not in the pilot
- CRM migration or replacement
- Rollout across every intake channel at once
- Sales process or team training
Offer 03
Knowledge Assistant
Firms where the institutional memory is one person's head and fifteen years of project folders.
Approved past reports and project files become a searchable assistant that answers with source context, so your team can find prior work without the expert review step disappearing.
Approved past work is findable without removing expert judgment.
In the pilot
- One defined document corpus, scoped and approved by you
- Search and answers with the source document cited
- Permissions scoped to a single team
- Handoff docs and safe operating rules
Not in the pilot
- Firm-wide rollout in the pilot
- Live document editing or filing
- Anything that answers a client directly
How an engagement runs
The same four steps, whichever workflow you pick.
You can stop after any step. Nothing here asks you to commit to the next stage before you have seen the last one work.
Workflow Assessment
Sixty minutes on how the work actually moves through your firm today, plus a written Opportunity Map. Yours either way.
Free
Pilot
One workflow, fixed scope, three to four weeks, and a definition of done we agree on before starting.
$2,500 fixed
Build
The full workflow once the pilot has proven itself: integrations, edge cases, and rollout to the wider team.
$6k to $15k, scoped
Care Plan
Hosting, monitoring, tuning, and priority support from launch onward. Included on every engagement, not an upsell.
$400/mo
How we build
The method follows the workflow, not the other way around.
Which of these we reach for gets decided during the assessment. You are buying the outcome, not a technology.
Workflow automation
n8n workflows, webhooks, and integrations that connect the tools your team already trusts.
Custom applications
Purpose-built interfaces, review queues, dashboards, and data models when an off-the-shelf tool will not fit.
AI assistants
Scoped assistants with limited permissions and explicit review gates, never unrestricted autonomy.
Have a workflow that does not look like any of the three above? Bring it to the assessment anyway. If it is a good fit we will scope it, and if it is not we will say so.
Explore by need
See how the work applies in context.
Automated report generation
Turn recurring project inputs and trusted templates into a controlled draft for expert review.
Engineering and environmental firms
Report, proposal, intake, and knowledge workflows with explicit human review gates.
Modernization after acquisition
Improve inherited spreadsheets and handoffs one practical workflow at a time.
Case study: Rapid RUSLE
A custom environmental calculation and report-drafting workflow.
Case study: lead intake automation
How our own form, CRM, attribution, and follow-up handoff work together.
New to this process? Read what a free Workflow Assessment includes or our guide to modernizing a newly acquired business.
Not sure which fits?
Start with a Workflow Assessment. You leave with an Opportunity Map and a clear recommendation, even if we never build a thing.
Curious what the AI in your workflows costs the planet? Try our free AI environmental impact calculator.
Book a Workflow Assessment