The 110,000+ U.S. architecture firms — and another ~70,000 small engineering firms — are mostly under 10 people. They run projects on a mix of Excel, AIA contract documents, and shared Google Drive folders. They don't need Newforma at $1,200/seat/year or Deltek Vantagepoint at $20K+/year. They need someone (or something) that actually tracks the project lifecycle. This is that something. ## What's included - **Phase tracking** — schematic design / design development / construction documents / construction administration (SD / DD / CD / CA) with milestone deadlines, % complete, deliverable checklist per phase - **RFI log** — request for information tracking by project, with submittal date, contractor, discipline, urgency, response, days-open; AIA G716-style format - **Submittal schedule** — by spec division (CSI MasterFormat), tracking received / reviewed / approved-as-noted / revise-and-resubmit / rejected; deadline alerts - **Meeting minutes generator** — kickoff, OAC (owner-architect-contractor) coordination, design review, punch walk; structured format the team actually reads - **Site visit reports** — observed conditions, work in progress, deficiencies, photos referenced, action items; PDF-ready for owner distribution - **Consultant coordination** — structural, MEP, civil, landscape, lighting, AV, kitchen; deliverable status per consultant per phase, payment status, scope-creep flags - **AIA-style billing** — percentage-of-completion invoicing with phase-weighted progress (e.g., SD 15%, DD 20%, CD 40%, CA 25%), reimbursable expenses tracked separately - **Project profitability** — contracted fee vs hours-billed vs hours-actually-worked; live margin per project; flags where you're underwater - **Punch list management** — by trade, by location, with photo references, completion dates, sign-offs - **Contract document tracking** — owner-architect agreement (B101, B103, B104), modifications, additional services authorizations ## Limitations - **Not a CAD / BIM tool** — pairs with Revit / AutoCAD / SketchUp / ArchiCAD; tracks the project around the design files, doesn't draw - **Not an accounting system** — generates invoices + tracks AR aging; ledger lives in QuickBooks / Xero - **Not legal counsel** — uses AIA-style templates; complex disputes (errors & omissions claims, scope arbitration) need a construction attorney - **U.S.-AIA-primary** — RIBA / CCDC / Australian Standards adapt with template overrides - **1-3 active project scope** by default — large firms with 20+ concurrent projects should evaluate Newforma / Deltek ## Best fit Sole-practitioner architects and small A/E firms (2-10 employees) running 1-8 concurrent projects in the $50K-$2M fee range. Engineering firms in the same size band. Especially valuable for firms where the principal is doing both design AND project management AND billing — the structured phase + RFI + submittal tracking typically recovers 6-10 hours/week of admin work, while the project-profitability surface catches the 1-2 projects/year where you're 30% underwater before write-off becomes the only option.
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