Systems for Architects

Modern Systems for High-End Design and Project Management

Architectural firms generate revenue through design fees, project management, and construction administration services. Profit often leaks during long lead-generation cycles, unbilled design revisions, and the coordination gaps between schematic design and construction documents.

Professional Services

  • Design Phase Portals
  • Automated RFI Tracking
  • Consultant Coordination Flows
  • Document Follow-Up
  • Review Generation

Also for: Architects

How the business actually works

How the work flows, start to finish.

  1. 01

    Inquiry

    A prospective client reaches out regarding a new build or major renovation project.

  2. 02

    Feasibility

    Preliminary site analysis and zoning research to determine project viability.

  3. 03

    Proposal

    Drafting the professional services agreement and defining the scope of work.

  4. 04

    Schematic Design

    Developing initial concepts, sketches, and spatial relationships for client review.

  5. 05

    Design Development

    Refining the design and selecting materials, finishes, and structural systems.

  6. 06

    Construction Docs

    Producing detailed drawings and specifications for permitting and bidding.

  7. 07

    Administration

    Reviewing submittals, answering RFIs, and conducting site visits during construction.

  8. 08

    Closeout

    Final walkthrough, punch list completion, and issuance of the certificate of occupancy.

Where it leaks

Common problems for architecture firms.

01

Scope Creep

Untracked design revisions and additional client requests often lead to unbilled hours. Without a systematic way to document and bill for changes, firm profitability diminishes during the design development phase.

02

Lead Lag

High-value projects have long gestation periods, and busy principals often fail to follow up with prospective clients. This leads to a thin pipeline when current projects move into the slower construction administration phase.

03

Consultant Silos

Coordination with structural engineers and MEP consultants is frequently fragmented across emails and disparate files. Information gaps cause errors that manifest as costly change orders during construction.

04

RFI Bottlenecks

During construction, contractors require rapid responses to Requests for Information to stay on schedule. Delays in responding to these queries can lead to project friction and potential liability for the firm.

05

Review Stagnation

Waiting for client approvals on finishes or floor plans creates schedule drift. Without automated reminders, projects stall, delaying the milestone payments tied to specific design phases.

What LATTICE can build

Systems built around how you work.

Design Phase Portals

Centralized hubs where clients can view renderings, sign off on schematic designs, and access project timelines.

Automated RFI Tracking

Workflows that log contractor inquiries and ensure the design team meets response deadlines to keep the site active.

Consultant Coordination Flows

Automated notifications for sub-consultants when new architectural backgrounds are ready for their engineering updates.

Document Follow-Up

Systematic reminders for clients to return signed contracts, site surveys, or selection sheets to prevent project delays.

Review Generation

Automated requests sent upon project closeout to capture high-quality feedback and portfolio referrals.

Site Visit Reporting

Mobile-optimized forms for principals to document site observations and field reports instantly during construction administration.

Initial Inquiry Screening

Intelligent intake forms that qualify leads based on budget, location, and project type before a principal spends time on a consultation.

Example systems

What it looks like in practice.

New Project Intake

  1. 1Prospect completes project questionnaire on the firm website
  2. 2System checks project location against zoning expertise
  3. 3Automated scheduling link sent for a discovery call
  4. 4Pre-meeting portfolio sent via email based on project type

Design Approval Workflow

  1. 1Architect uploads schematic design package to the portal
  2. 2Client receives SMS notification with a secure viewing link
  3. 3Digital signature captured for design phase sign-off
  4. 4Invoice for the next milestone payment generated automatically

Construction Admin Response

  1. 1Contractor submits an RFI via a dedicated project email
  2. 2Workflow assigns the task to the project architect
  3. 3Reminder sent if response is not logged within forty-eight hours
  4. 4Final response archived in the project folder for liability protection

Have a different problem?

Tell us what's slowing the business down. LATTICE can build around the way your business operates.

Questions from architecture firms

How does this help manage different design phases?

The system organizes communication and tasks by project stage, such as Schematic Design or Construction Documents. This ensures that client expectations and billing milestones are clearly aligned with the actual work being performed.

Can we use this to coordinate with our outside engineers?

Yes, you can create specific workflows that include external consultants. This ensures that structural or MEP engineers receive updates simultaneously, reducing the risk of using outdated architectural drawings.

Will this help reduce the time I spend on administration?

Automation handles the repetitive parts of the practice, like sending reminders for unpaid invoices or following up on unsigned contracts. This allows you to focus your time on design and high-level project strategy.

How do we handle lead qualification for high-end residential projects?

We build custom intake forms that ask the right questions about budget and timeline upfront. This filters out tire-kickers and ensures you only spend your time meeting with serious, qualified prospects.

Does this replace my drafting or BIM software?

No, this system handles the business and communication layers of your firm. It manages the client relationship, project milestones, and administrative tasks that happen around your design work.