Proposal Acceleration
- 1Proposal is sent via the CRM
- 2Wait two days without signature
- 3Automated professional follow-up email sent
- 4Notification to Principal Engineer if still unsigned after five days
Systems for Engineers
Precision Systems for Technical Engineering Practices
Engineering firms generate revenue through billable hours, project management fees, and technical certifications. Profit leaks occur when billable staff handle manual scheduling, when proposal follow-ups stall in the pipeline, or when document approvals create internal bottlenecks.
Professional Services
- Technical Intake Portals
- Document Follow-Up
- Milestone Billing Reminders
- AI Lead Screening
- Project Reactivation
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
A developer or architect submits a request for proposal or structural assessment.
- 02
Scope Review
The lead engineer reviews project requirements and evaluates internal capacity for the timeline.
- 03
Proposal Sent
Detailed fee structures and scope of work documents are delivered for signature.
- 04
Contracting
Engagement letters are executed and initial retainers are processed to start the work.
- 05
Design and Analysis
Drafting and calculations proceed with regular milestones for client feedback and site visits.
- 06
Final Delivery
Stamped plans and final reports are issued following rigorous quality assurance checks.
- 07
Maintenance
Periodic inspections or subsequent project phases are scheduled as infrastructure ages.
Where it leaks
Common problems for engineering firms.
01
Administrative Drag
Senior engineers often spend valuable hours managing calendar invites and chasing signatures instead of focusing on technical design. This misallocation of high-value labor reduces the overall firm margin.
02
Stalled Proposals
Complex bids can sit in a prospect's inbox for weeks without engagement. Without a systematic follow-up process, potential multi-year contracts are lost to faster-moving competitors.
03
Documentation Gaps
Critical project revisions can be missed if client communication is scattered across personal emails. A lack of centralized tracking leads to version control errors during the drafting phase.
04
Inconsistent Intake
General inquiries often lack the necessary technical specifications to provide an accurate estimate. This results in back-and-forth emails just to determine if a project is even feasible for the firm.
05
Payment Delays
Manually sending invoices for milestone completions creates cash flow volatility. When engineers forget to trigger billing after a site visit, the firm essentially provides interest-free loans to clients.
What LATTICE can build
Systems built around how you work.
Technical Intake Portals
Custom web forms capture site data, zoning details, and project requirements before the first call.
Document Follow-Up
Automated sequences nudge clients to sign engagement letters or upload site surveys needed to begin design work.
Milestone Billing Reminders
Triggers alert the billing department or send automated payment links the moment a phase is marked complete in the CRM.
AI Lead Screening
A 24/7 virtual assistant answers technical capability questions and books initial consultations for qualified developers.
Project Reactivation
Systematic outreach to past clients for required three-year or five-year structural inspections and recertifications.
Review Generation
Text and email requests are sent to prime contractors and architects upon successful project sign-off to build firm authority.
Client Portal
A secure area where stakeholders can access current project status, view stamped plans, and settle outstanding balances.
Example systems
What it looks like in practice.
Site Visit Coordination
- 1Client books site assessment online
- 2Automated confirmation with preparation checklist
- 3Internal calendar sync for field engineer
- 4SMS reminder sent to site contact 24 hours prior
Post-Project Nurture
- 1Project marked as complete
- 2Review request sent to the architect
- 3Six-month follow-up task created for additional phases
- 4Annual check-in email scheduled
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from engineering firms
Can we customize the intake forms for specific engineering disciplines?
Yes, forms are fully customizable to capture specific data points for structural, civil, or mechanical projects. This ensures your engineers have the necessary context before reviewing a file.
How does the system handle multi-phase project tracking?
The CRM allows you to build custom pipelines with distinct stages for feasibility, design, permitting, and construction administration. You can trigger different automations at each unique milestone.
Will this replace our existing CAD or modeling software?
LATTICE is designed to manage the business, client relationships, and communication layers of your firm. It complements your technical software by handling the administrative and sales workflows that CAD does not touch.
Can we manage sub-consultant communications through the platform?
You can create specific workflows to track communication with sub-consultants, ensuring that their deliverables are submitted on time for your final project assembly.
Is the system capable of handling high-security client data?
The platform utilizes enterprise-grade security protocols to ensure that firm data and client project details remain private and accessible only to authorized personnel.