For plan-review firm staff
Every plan check in one record, from submittal to invoice.
- Plan checks, reviews, deliveries and invoice details in searchable tables
- A timeline per plan check, with the status derived from the record
- Reference lists that match how your firm works
- A mobile app for lookups away from the desk
For your clients
Status and answers without a phone call.
- An invitation-only portal for each client firm
- Only their own plan checks, each with its current status
- A message thread with your staff on every plan check
For platform operators
Manage organizations, support users and connect AI assistants safely.
- Organizations that can be suspended or deleted, from a separate admin app
- An audit log of every change
- Time-boxed, revocable impersonation for support
- Scoped, expiring MCP service tokens