More Projects. Less Time on Administrative Work.
The Problem
Where technical consulting practices leak time and revenue.
Intake is slow and heavily manual
Collecting site information, ownership documentation, project scope, and access details before scheduling a site visit requires multiple touchpoints that delay project starts.
Report delivery and follow-up is inconsistent
Reports take days to deliver after the field work is complete, and there's no systematic follow-up to confirm receipt, address questions, or capture the next scope.
Proposals go out and don't get followed up
Developers, engineers, and builders often take weeks to make decisions on soil and geotech proposals. Without a follow-up system, those opportunities age out silently.
Regulatory and permit deadlines create coordination chaos
Tracking permit timelines, regulatory submission windows, and client deadlines manually leads to missed milestones that damage relationships and create liability.
What You Get
An operation that runs as precisely as your work.
Structured project intake automation
New project inquiries trigger a comprehensive intake workflow — site details, access instructions, regulatory context — all collected before the first site visit.
Automated report delivery and tracking
Reports are automatically delivered to the right parties, receipt is confirmed, and questions are followed up on a defined timeline without manual management.
Proposal follow-up sequences
Every submitted proposal triggers a follow-up cadence that keeps your firm visible through the decision period — addressing common questions proactively.
Deadline and milestone tracking automation
Permit windows, regulatory submissions, and project milestones are tracked and communicated automatically — reducing the risk of missed deadlines.
The Math
What administrative overhead costs a technical consulting practice.
A 4-person geotechnical firm handling 12 active projects at any time spends roughly 8 hours per week on intake coordination, status communication, and report delivery logistics. Automating that layer recovers 400 hours per year — enough capacity to add 2–3 additional projects per month to the same team's workload without hiring.
8h
Weekly hours on intake and coordination (avg)
4-person firm, 12 active projects
400h
Annual hours recovered with automation
equivalent to 10 work weeks
2–3
Additional monthly project capacity
without adding headcount
Also relevant
Ready to take on more projects without adding overhead?
AI Readiness Report