Practice risk, PI and RICS regulation
We take off your hands: gathering evidence for PI renewals and claims, RICS regulatory reviews and staff competence across the practice.
You get: accurate disclosures for each PI renewal, claims notified in time and sample files checked against the Rules of Conduct, for your practice manager.
Get a price for thisOr check first: Are we ready for AI?
The problem
PI renewal and RICS review mean weeks of digging out evidence.
What is in this package
- Sort shared inboxes like accounts@ and info@ and route each email to the right person
- Build a dated chronology of events for a claim or dispute
- Find past project documents, reports and correspondence in seconds
- Record a reliability decision for each AI output
- Track APC candidates' diaries and competency progress
- Keep your AI register in line with RICS
- Keep a register of deeds, warranties and bonds and when each one ends
- Review contracts and terms against your standard positions and flag risks
- Find the themes that keep coming up in client feedback
- Check sample job files against the RICS Rules of Conduct before a review
- Flag live jobs running without signed terms or an agreed fee change
- Check reliance letters and appointments against your PI cover and cap
- Client complaint to final response, redress referral and lessonsWhole process
23 more parts, which a call confirms.
We price a whole package as one build (our rule). A call confirms it.
What it needs to work
- Practice management software
- PI broker
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Surveyors and cost consultants
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 thisOr check first: Are we ready for AI?