Pipeline walk and setup plan
SY-101Your projects, templates, consultants, jurisdictions and the mistakes your team has made before, turned into a build plan.
You get: Setup checklist, Launch checklist
Systems
More projects. More time. Fewer mistakes.
The development operating system, built inside Claude by a working developer on live projects, installed for your firm. It reads your email, calls, files, schedules and budgets, runs the analyst work in parallel, checks itself before anything reaches you, and gets better every week.
Who it is for
The development operating system built inside Claude, installed for your firm and run on a recurring monthly fee.
- Development firms that want each manager to carry more projects
- Acquisitions teams screening and underwriting at volume
- Lenders, owner's reps and asset managers with recurring reporting
- Firms rolling Claude out on Team or Enterprise plans
Fees. An install fee plus a recurring monthly fee. The engine runs on our secured server under a license.
The economics
About 14 hours back per project, every week
The system takes the analytical work down by about 80% and the coordination by about 60%. The meetings, site walks and judgment calls stay with your people.
| Weekly hours per active project | Before | With the system |
|---|---|---|
| Pro formas, budgets and cash flows | 4 | 0.8 |
| Bid and consultant leveling | 3 | 0.6 |
| Drawing and document review | 3 | 0.6 |
| Schedules | 2 | 0.4 |
| Reporting to ownership and partners | 2 | 0.4 |
| Email, follow-up and coordination | 5 | 2 |
| Meetings, site and judgment | 4 | 4 |
| Total per project | 23 | 8.8 |
At a 50 to 55 hour week: about 2.3 projects per development manager before, about 6 with the system. Hours are estimated from the builder's own projects; a paid proof measures them on yours.
What that means for a 20-project firm
Keep your best development managers, give each of them 2 to 3 times the projects, and either cut the payroll or double the pipeline with the team you have.
| 20 active projects | Today | With the system | Annual cost freed |
|---|---|---|---|
| Development managers, about $200K fully loaded | 8 | 4 | $800K |
| Analysts and associates, about $130K fully loaded | 4 | 1 | $390K |
| Payroll freed each year | 12 | 5 | about $1.19M |
Illustrative, before the cost of the system, which is quoted per firm. Compensation is fully loaded (salary, bonus, benefits and taxes) and runs above public averages for Miami to reflect senior staff at established firms.
Agents
It works like ten analysts on staff
Behind every request, the work is split across specialist agents that run in parallel and check each other.
- Specialists. One levels bids, one reads drawings, one rebuilds the model, another checks it independently.
- Builder and checker pairs. Every number is rebuilt from scratch by a second agent and must match to within $5K and one basis point.
- Red team. A separate agent with one job: attack the work. Every number, every source, every claim that something is missing.
- Self-healing. A failed agent retries on its own, and only the failed piece reruns after a fix.
- Visible. Percent complete and time remaining, on the phone, while the run finishes overnight.
RetractWrong. Removed, and said plainly if it went out.
SoftenRight direction, overstated. Corrected wording.
HoldAttacked and survived. The attack is recorded.
Services by phase
Assess, build, launch, run
Start with a walk through your pipeline or a paid proof on one project. Install, launch on a live project, then run and improve it every month.
Phase 1
Assessment
Paid proof on one project
SY-102A 30-day paid proof on one live project that measures the hours returned and the issues caught.
You get: Trial agreement, Proof scorecard
Phase 2
Build and install
House rules and skills
SY-201Your standing rules, program rule sets and a skill for each kind of work, written so every job reads them first.
You get: House rules file, Skill set: screen, underwrite, IC memo, DD tracker, drawing review, draw review, owner report, red team and more
Plugin and engine install
SY-202The plugin added to your Claude account through a private marketplace and connected to the engine with an access key.
You get: Client install guide, Admin setup guide, Data handling summary
Templates and models
SY-203Your models, checklists and report templates set up in the house format, with inputs to change in blue.
You get: Program models, Gate kit
Scheduled and on demand jobs
SY-204Recurring jobs set to run on a schedule or on demand, each with its own rules and a plain-language trigger.
You get: On demand jobs, Weekly run prompt
Phase 3
Launch and training
Launch on a live project
SY-301The system run on real work with your team, refined until it holds up, then rolled to the next project.
You get: Go-to-market and rollout plan
Team training and Claude rollout
SY-302Training for the team and setup of Claude Team or Enterprise: organization skills, review of new skills, connectors and access.
You get: Admin setup guide
Phase 4
Run and improve
Health sweep and monthly tuning
SY-401Weekly review of what ran, what failed and what went stale; monthly tuning and a scorecard you can hand to ownership.
You get: Monthly scorecard
New rules and skills
SY-402When a mistake surfaces, the fix is applied everywhere it spread and turned into a dated rule or a new skill, with approval before anything changes.
You get: Dated rule and skill log
Engine license and access
SY-403The scoring, modeling and checking engine on our secured server, licensed per firm, with keys issued, rotated and revoked as your team changes.
You get: Terms of use, Privacy policy, Data processing notes
System audit
SY-404A review of an existing Claude setup: rules, skills, jobs and failure points, with a ranked list of fixes.
You get: Audit memo
Drawing review on Bluebeam Core
The install sets up a house review tool set and a shared status list in Revu once. After that, five role reviewers and a red team review each set, the issue log goes back on the drawings as clouds, and the backcheck reads your markups summary export. Bluebeam Max sells AI drawing review, set comparison and an AI connection; this system does the core of it on Bluebeam Core, with your rules and benchmarks.
Bluebeam Max
$590per user per year, introductory
- AI drawing reviewSmart Review
- AI set comparisonSmart Overlay
- MCP and AI connectionAn AI assistant works in Revu directly
Bluebeam Core with this system
$330per user per year, plus the system
- Role-based reviewFive reviewers and a red team, on your rules and your benchmarks
- Set compareSheets matched by number, changed sheets ranked, red and green overlay
- CSV handoffYou take off and export in Revu, the system reads the file
In RevuQuantity takeoff and the markups summary export (CSV). The Revu takeoff stays the measurement of record.
The system reads itNo direct connection to Revu on Core, so the export is the handoff.
Back to the teamPriced issue log, clouds on the sheets, backcheck report, and open items to the task tracker.
Prices as listed on Bluebeam's pricing page, October 2026. Bluebeam and Revu are trademarks of Bluebeam, Inc. The Kramer Companies is not affiliated with Bluebeam.
It compounds
Every correction makes the next run better
When it is corrected, it fixes every place the error spread, then proposes a dated rule or a new skill so the mistake cannot recur. A weekly health sweep reviews what ran, what failed and what went stale, and suggests efficiencies. Nothing changes without approval.
RuleEvery sellout and closing lands inside the model horizon.
RuleLand is always equity at month zero. Neither deposits nor the loan fund land.
SkillRed team, after a review called a drawing item missing on image-only schedules.
SkillSchedule control, after exports silently dropped every link between tasks.
RuleNever edit a live model. Copy to the next version, edit the copy, archive the prior one.
SweepThree stale items closed, two duplicate tasks merged, one efficiency proposed.
Skills
Written playbooks, read automatically on every job
House rules sit above everything and are the final word over any prompt. Under them, a skill for each kind of work: underwriting standards, portfolio refresh, consultant leveling, drawing review, schedule control, budget and forecast, red team, design standards and writing style.
Claude Team and Enterprise
The whole company on one playbook
On Claude's Team and Enterprise plans the system stops being one person's setup and becomes the firm's. One person's correction improves everyone's work, and every project rolls up the same way.
Skills for the whole firm
Admins push the house rules and skills to every user at once, with a set per team: development, acquisitions, asset management.
Changes go through review
New skills can require approval before anyone uses them, so the playbook stays controlled as it grows.
Connected to your systems
Microsoft 365, Google Workspace and Slack connectors bring email, files, calendars and chat into the work.
Security and control
Single sign-on, user provisioning, role-based access, audit logs and custom data retention.
Your data stays yours
Enterprise prompts, files and results are not used to train models by default.
Visibility for leadership
Usage analytics and spend limits by user and organization, so the firm sees adoption and cost.
Plan features per Anthropic's published plan documentation. Availability can change; confirmed at setup.
Build, run, own
What the monthly fee pays for
- Build. Four to six weeks from signing to live, on one of your projects, around your templates and past mistakes.
- Run. A weekly health sweep of what ran, what failed and what went stale. New rules and skills as mistakes surface. Monthly tuning, and a scorecard you can hand to ownership.
- Own. Clients work in their own Claude account. Their data and every output are theirs. The engine runs on our secured server under a license and can be switched off per key.
Sample monthly scorecard
| Item | This month |
|---|---|
| Runs completed | 142 |
| Issues caught before reaching you | 9 |
| Dollar value of issues flagged | $2.4M |
| Team hours returned | 186 |
| New dated rules and skills | 4 |
| Failed runs, found and fixed | 3 |
Illustrative figures for a 6-project team.
Engagement models
Systems, engaged four ways
A single task, a single phase, a point in time, or start to finish. Fee structure only; rates go in the proposal.
Single taskOne defined deliverable with a fixed scope, for example one underwriting model or one drawing set review.
Single phaseEvery service in one phase of the vertical, run as one engagement, for example due diligence or entitlement and design.
Point in timeAn independent check at a decision point: before IC, before a draw is funded, before a bid is awarded, before a permit submission or before a bid day. Short, fixed scope.
Start to finishThe whole vertical, from the first phase through the last, under one engagement letter and one lead.
Examples
Single task
One job built on your template, for example consultant leveling
Turnaround: 1 to 2 weeks
Fee: Flat per task
Single phase
Install and launch on one live project
Turnaround: 4 to 6 weeks
Fee: Install fee
Point in time
Audit of an existing Claude setup
Turnaround: 1 week
Fee: Flat per task
Start to finish
Firm-wide build, run and own
Turnaround: Install in 4 to 6 weeks, then monthly
Fee: Install fee plus recurring monthly fee
Fees and terms
Structure, not rates
Rates go in the proposal and the engagement letter, scoped to the work. The structure is the same for every client.
Install
One-time install fee. Four to six weeks from signing to live, on one of your projects.
Run
Recurring monthly fee for run, support and the engine license. Scoped to the number of projects and users.
Terms that apply
- Clients work in their own Claude account. Their data and every output are theirs. The engine runs on our secured server under a license and can be switched off per key.
- Abstracts and key terms are a business summary, not legal advice; counsel reviews the contract.
- Outreach is drafted, never sent by the system. A person sends after review.
Contact
Send a site, a model or a question.
Tell me what you have and where it stands. I will tell you which vertical and engagement fit, and what it takes to get you an answer.
Client login
Clients and pilot users: run jobs, track agents and download results.