Design Agreement Onboarding
- 1Client signs design agreement through the portal
- 2System triggers an automated introductory questionnaire for aesthetic preferences
- 3Initial site visit is scheduled automatically based on the architect's availability
Systems for Design-Build
Streamline Your Design-Build Lifecycle from Concept to Completion
Design-build firms generate revenue through high-value integrated delivery contracts that combine architectural services with construction execution. Profit often leaks during the transition from the design phase to the field where unrecorded change orders and delayed selections stall production schedules. Centralizing communications ensures that vision and budget remain aligned through the final punch list.
Construction & Trades
- Selection Deadline Automation
- Pre-construction Client Portal
- Change Order Workflow
- AI Receptionist
- Document Revision Tracking
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
Capturing project goals, site constraints, and preliminary budget expectations through structured intake.
- 02
Feasibility
Evaluating zoning requirements and site conditions before formalizing the design agreement.
- 03
Design Development
Iterative drafting and schematic design where client selections are documented and approved.
- 04
Pre-construction
Finalizing construction documents, securing permits, and coordinating with specialty trade partners.
- 05
Site Mobilization
Transitioning from the studio to the field as site preparation and foundations begin.
- 06
Active Build
Managing daily logs, inspections, and the critical path of the construction schedule.
- 07
Commissioning
System testing, owner training, and addressing final punch list items for project handover.
- 08
Warranty
Long-term support and maintenance periods following the issuance of the certificate of occupancy.
Where it leaks
Common problems for design-build firms.
01
Selection Delays
Projects stall when clients do not finalize finish materials or fixtures on time. Automated reminders and selection portals prevent these bottlenecks from pushing back your completion date.
02
Change Order Friction
Verbal changes discussed on-site often go unbilled or cause disputes later. Capturing digital sign-offs for every deviation ensures the budget remains accurate and enforceable.
03
Information Silos
The design team and the field crew frequently work from different versions of the plans. A single source of truth for all construction documents prevents costly rework and errors.
04
Lead Response Time
High-value prospects often reach out to multiple firms simultaneously. Delayed responses to complex inquiries can result in losing a multi-million dollar project to a more responsive competitor.
05
Warranty Management
Post-occupancy requests can distract your team from new high-margin builds. A structured portal for warranty claims allows you to triage issues without interrupting active project workflows.
What LATTICE can build
Systems built around how you work.
Selection Deadline Automation
Automatically notify clients of upcoming deadlines for flooring, tile, and lighting to keep procurement on schedule.
Pre-construction Client Portal
A dedicated space for clients to view conceptual renderings, budget updates, and project timelines in real time.
Change Order Workflow
Trigger instant SMS or email approvals for scope changes so work never proceeds without documented authorization.
AI Receptionist
Handle complex inquiries after hours, ensuring potential clients are screened and scheduled for an initial consultation.
Document Revision Tracking
Ensure the latest sets of permits and blueprints are always the only ones accessible to project managers and trades.
Punch List Coordination
Systematically track and close out final items with automated notifications to the responsible subcontractors.
Review Generation
Request detailed feedback and portfolio-quality photos from satisfied homeowners upon project completion.
Example systems
What it looks like in practice.
Change Order Authorization
- 1Project manager identifies a field condition requiring a scope change
- 2A digital authorization request is sent to the client mobile device
- 3Work order and budget update are generated upon digital signature
Post-Occupancy Follow-Up
- 1System triggers a check-in ninety days after project handover
- 2Client is provided a link to submit any warranty items
- 3Maintenance reminders for new mechanical systems are sent periodically
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from design-build firms
How does this handle the hand-off between design and construction?
The system serves as a bridge, moving data from the initial design phase directly into the project management phase. This ensures that every selection and specification made during drafting is visible to the field crew, preventing the loss of information during the transition.
Can we manage different subcontractor communications separately?
Yes, you can segment communications so that specialty trades only receive the specific documents and schedules relevant to their scope of work. This reduces noise and ensures accountability across the entire project team.
Is the client portal simple enough for homeowners to use?
The interface is designed for clarity, prioritizing the most important information like selection deadlines and progress photos. It provides a premium experience that reflects the professional standard of your firm.
How does the system handle multi-year project timelines?
The workflows are built to sustain long-term engagement, with automated milestones and check-ins that keep the client informed from the first schematic drawing through to the final occupancy permit.
Can we track lead sources for our high-value projects?
Every inquiry is tracked from its origin, allowing you to see which referral sources or marketing channels are producing the highest quality design-build opportunities.