Built Logic

See what AI can do

New instruction to billed fee

We take off your hands: onboarding clients, running conflict checks, setting up jobs, filing emails, filling timesheets and spotting fee stages to bill.

You get: jobs set up from the instruction letter, pre-filled timesheets, warnings when hours outrun the fee, and stages ready to invoice for a partner to approve.

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Or check first: Are we ready for AI?

The problem

We do the work and forget to bill it.

How the steps join up

It starts when: a new instruction letter arrives.

  1. Onboard new clients with identity, sanctions and company checks and the engagement letter

  2. Run a conflict check on every new instruction and record how it was managed

    Your team checks and decides at this step.

  3. Check reliance letters and appointments against your PI cover and cap

    Your team checks and decides at this step.

  4. Set up each new job from the instruction letter

  5. Spot out-of-scope work on an instruction and draft the additional fee request before the work is done

  6. File project emails and attachments to the right job folder automatically

  7. Pre-fill timesheets from calendars and emails for staff to confirm

  8. Warn when a job's hours are burning through its fee faster than the work is progressing

  9. Flag finished fee stages and extra work ready to invoice each month

  10. Chase overdue invoices with reminders written from each account's history

What you end up with: Clients are onboarded and conflict checked, jobs are set up automatically, emails are filed, time is captured, fee burn is watched and completed stages are billed and chased.

Who signs it off: A partner clears conflicts and approves every invoice.

What it needs to work

  • Practice management or accounts software

If those aren’t in place yet, you’ll hear that before anything gets built.

Who it’s for

  • Surveyors and cost consultants

Where this joins up

What would this cost for your team?

Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.

Get a price for this

Or check first: Are we ready for AI?