The platform

Plan checks, plan reviews, deliveries, clients, invoices and invoice details each have their own page, with a data table to search, sort and edit. A plan check’s own page shows its reviews, deliveries and billing lines together on a timeline.

Reference data (disciplines, plan checkers, delivery methods, delivered-to options and payment types) is kept per organization under settings, so every list matches how your firm works.

Staff invite people at a client firm by email. A portal user sees only their own client’s plan checks, each with its status, and can exchange messages with staff on a plan check. New messages appear without a page reload.

Staff can look up plan checks by SFA plan check number and browse clients from an Expo mobile app. The MCP connector gives AI assistants create, read, update and delete tools over 12 Plandata resources, each gated by its own scope. Every surface goes through the same typed API.

Every business row belongs to exactly one organization, and the API resolves which organizations a caller may touch on the server, never from the request. Roles (admin, contributor, viewer) gate every change, and every change is recorded as an audit event.