Firm knowledge
Standards, templates, terminology, policies, and proven precedent should be usable without relying on one person’s memory.
Availability depends on the workflowHomeWorkflows
Workflows
From the first project question to prepared work.
Explore how your team can research a site, work through questions, prepare a proposal, and assemble a field package.
01 / Research
Start with the site.
Bring parcel information, recorded maps, and supporting documents into the project, with source links and open questions visible.
What you prepare
A project research record with mapped context, supporting documents, and visible gaps.
Ask about accessCurrent record depth is strongest in Los Angeles County and selected cities; coverage elsewhere varies.
Illustrative example · Example project
Recorded mapSupporting material · Example project
The recorded map provides context for the project area. Its relationship to the field limits remains an open question.
Illustrative source excerpt
Recorded map · Project area
“The project area is shown beside the adjoining parcel. Confirm the applicable limits against the supporting records.”
Open question: confirm applicable field limits.Inputs and professional review
Inputs
An address, APN/AIN, recorded-map identifier, or defined project area.
Professional review
Your team determines which records apply and what the findings mean for the project.
02 / AI assistant
Work through the project with AI.
Ask questions and prepare drafts using the project context available to the assistant. Review suggested actions before they are applied.
What you prepare
A conversation, working draft, or suggested action that your team can inspect and review.
Ask about accessThe assistant works with the context available to the selected workflow.
Illustrative example · Example project
Recorded mapSupporting material · Example project
The recorded map provides context for the project area. Its relationship to the field limits remains an open question.
Illustrative source excerpt
Recorded map · Project area
“The project area is shown beside the adjoining parcel. Confirm the applicable limits against the supporting records.”
Open question: confirm applicable field limits.Inputs and professional review
Inputs
The project question, connected records, available context, and your instructions.
Professional review
Check the context and supporting material. The team decides whether to use a draft or apply a suggested action.
03 / Proposals
Turn project scope into a proposal.
Prepare scope, assumptions, exclusions, and pricing in a proposal you can review, revise, and export.
What you prepare
A versioned proposal with editable sections and DOCX export.
Ask about accessAutomated proposal drafting is not currently enabled.
Illustrative example · Example project
Example project
Survey services proposal
Prepared work, with its project context close at hand.
Automated proposal drafting is not currently enabled.
Document contents
- 01Project understanding
- 02Scope of services
- 03Assumptions & exclusions
- 04Fee & schedule
Review required before issue
Inputs and professional review
Inputs
Project requirements, site research, scope, assumptions, exclusions, and pricing.
Professional review
Your team owns the scope, fee, assumptions, exclusions, and final proposal approval.
04 / Field packages
Prepare the information crews need.
Assemble records, mapped context, instructions, and unresolved items into a field package for review and issue.
What you prepare
A field package with document references, map snapshots, and instructions for review and issue.
Ask about accessPackage content and issue remain subject to your team’s review.
Illustrative example · Example project
Example project
Pre-field research package
Prepared work, with its project context close at hand.
Review the contents and instructions before issue.
Document contents
- 01Project overview
- 02Recorded maps & references
- 03Field instructions
- 04Open questions
Review required before issue
Inputs and professional review
Inputs
Recorded maps, supporting records, project limits, field instructions, and open questions.
Professional review
The responsible professional checks the records, control, limits, and instructions before issuing the package.
Alongside the work
Keep useful context close.
Project continuity
Research, working records, outputs, comments, and decisions should remain connected as work moves through review and handoff.
Availability depends on the workflowTechnical production
Civil and survey calculations and publication need deterministic methods, reproducible results, and explicit professional review.
In developmentYour next project
Bring your next project
into the conversation.
Tell us what your team needs to research or prepare. We’ll discuss workflow fit and access.