Outcomes Automation / Process
How an engagement runs, with the protections written down first
Nothing to install and no platform to move to. Work arrives by email on your client's own templates, everything produced lives in your systems, and the ownership, correction, and continuity terms are written here before you need them.
From first email to standing desk
1
Fit, capacity, and confidentiality
You send the three-field form or call. I confirm the work is a fit and that I have room for it, and I say so in writing if I do not. An NDA is available on request and gets signed before any confidential project files arrive; the engineer's email and public parcel details can come first.
2
Set-up on your materials
You send your client's template, the current rate sheet, and twenty or more past scopes, estimates, or change orders. I set up your firm's desk from them so output matches how your shop writes and prices. About a week. Onboarding is $750, waived on every pilot.
3
The first document, free
You forward one live project. Anything the intake leaves open comes back as a question before pricing. The document comes back, priced, assumptions written out, checklist attached, signed by me; the target is the next business day. You judge it against your own standard. If it does not hold up, say so, and you have spent nothing.
4
Flat rates, and the retainer later
If it holds up: $250 per scope or estimate, $150 per change order, no hourly meter and no percentage of contract value. Once you have judged a run of documents, usually around 60 days in, the retainer is offered: $950 a month for any mix of four, month to month.
Who does what on every document
Your responsibilities and my commitments, side by side
You
- Forward the engineer's email as sent, with whatever came with it.
- Keep me on the current template and rate-sheet revision when your client changes them.
- Answer the questions that come back before pricing, or approve the stated assumption.
- Review the finished document, approve it, and submit it to your client. I do not submit on your behalf.
Me
- Confirm receipt and flag anything missing before work starts.
- Return the document by the next business day once the inputs are complete, or tell you before the deadline if it will be late.
- Deliver the pricing basis, the assumptions, and the verification checklist with every document.
- Fix an error in a delivered document at no charge by the next business day. Price a changed requirement as a new document or a change order.
- Track the document to your client's approval, if that is part of your engagement.
The protections, written down before they are needed
Confidentiality
An NDA is available on request and is signed before any confidential project files arrive. Client names stay off this site because my agreements keep them there, and yours would get the same treatment. Your IT or procurement team can get written answers on isolation, retention, deletion, and audit under NDA.
Ownership and what I hold
Delivered documents, your templates, and your rate sheets are yours and live in your systems. While I am producing for you I hold working copies: the current template and rate-sheet revisions, the past documents you sent for set-up, and the audit record for each delivered document. The set-up material is used to configure your firm's own drafting setup and nothing else; it is kept apart from every other client's material.
Retention and deletion
Working copies and set-up material are deleted on request or at the end of the engagement; one email does it. Audit records are kept for as long as you want a number reproducible, because a document can only be re-derived a year later if the rate row and revision it cites are still on file. Tell me your retention window and I match it.
Continuity and handover
If I am unavailable, a deadline does not move because of it: you have every delivered document, the template and rate sheet in force, and a written working procedure for each of your clients, which ships with your first paid document and is written so a competent proposal writer could follow it. What you would lose is turnaround, not work product. There is no second reviewer on standby, and I do not claim there is.
The human gate
Three checks, in order. Software first: identifiers match on every page, totals foot, every amount points to a live rate row, no template field is blank. A second review, run separately from the drafting pass, rereads the source against the rendered pages. Then I read the line-by-line audit and sign it. That signature has not been skipped in more than eighteen months of production; it is a process record, not a claim that no document has ever needed a correction.
Stated limits
I do not carry a large bench of reviewers, so intake is capped and turnaround is a target rather than a guarantee. If your volume outruns what careful human review can cover, I say so before taking it on. Professional liability coverage is quoted per engagement where your contract requires it.
Practical questions
Who sees our documents?+
The drafting pipeline, which runs on my own server, and me, the reviewer who signs off. Your documents are never sent to an outside AI service, no other client sees them, and nothing you send enters the shared reference corpus.
Who submits the document to our client?+
You do. You approve every document and submit it yourself; I do not submit to your client. When a count or a rate cannot be resolved, the question comes back to you first, and the document cites the reply.
Does the AI calculate the prices?+
No. The model reads the intake and proposes which rate-sheet items apply; it is not allowed to produce an amount. Software looks up the exact row on the rate-sheet revision in force, applies the quantities, and foots the total. If a rate or a count cannot be resolved, pricing stops and you get a question. Every amount on the page traces back to a rate row and a calculation record, and the four steps are written out here.
What does set-up involve, and what does "trained on our documents" mean?+
You send your client's template, the current rate sheet, and twenty or more past scopes, estimates, or change orders. From those I configure your firm's own drafting setup and the rate lookup, so output matches how your shop writes and prices. Your material configures your desk and nothing else. Set-up takes about a week and is $750, waived on every pilot.
What if a document comes back wrong?+
An error in a delivered document is fixed at no charge by the next business day. A changed requirement, new scope, or a client revision after delivery is a new document or a change order at the flat rate. Anything ambiguous comes back to you as a question before it gets priced, and a document that cannot be traced cleanly to its source does not ship.
Your client questions a number six months later. Then what?+
You get the answer, usually within one business day. Each document records the rate-sheet revision and template revision it was built on and the row behind every amount, so I can show which rate priced a line, and why, against the revision in force on that intake date rather than the one in force now. That record ships with the document and is yours.
What happens when the scope itself is uncertain?+
It gets priced with its basis written down. When a permit count or landowner count cannot be pinned down at intake, the question goes out first, the way it does in the sample. If the answer is still open, the scope states its basis and carries the contingency in writing. When the whole scope basis is open, the document ships as two priced options with the difference explained, and your client picks. That has happened in production, and the client funded the worst-case option.
Can you handle several utility clients with different templates?+
Yes, and that is most of what the retainer buys. Each client's template and current rate structure is held separately, and the desk survived a full template revision and several rate-sheet changes at the firm it was built inside.
What do you need from us to answer a full RFP?+
Proposal work is quoted separately and runs on a longer clock than a scope. It starts with a free bid/no-bid read, in writing, within one business day of receiving the solicitation. If you pursue, the compliance half comes from the solicitation itself, and the narrative half needs a short packet only you have: capability statements, two or three past wins, key resumes, current certifications, and your org chart. Details are on the RFP support page.
Why is there a limit on how many firms you take?+
Every document gets my personal sign-off, and that gate does not scale without end. Intake stays small enough that it never gets skipped.
Our IT or procurement will want to review this. What can you give them?+
Written answers to their review, under NDA: how client material is isolated, which services process it, what is retained and for how long, how deletion works, and how each document is checked before it ships. Ask on the form.
Why flat prices when agencies bill hourly?+
Because after more than eighteen months of producing these documents weekly, I know what they cost to make. An hourly rate is a hedge against not knowing, and I carry that risk instead of handing it to you.
Step one is the set-up. Start it here.
Three fields to begin. I reply, usually within one business day, with what to send and the NDA if you asked for one.