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Hire Automation Expert for Architecture Firms
Senior, direct, no layers

Hire automation expert for architecture firms: workflows that remove repetitive admin: follow-ups, routing, reminders and reporting on autopilot.

15+
Years Experience
100+
Projects Delivered
6
Countries Served
$25M+
Revenue Enabled
Architecture Firms — Automation Expert

A senior automation expert for architecture firms

An architecture practice loses time not on design but on drawing revisions, consultant replies, and fee stages that are tracked in inboxes instead of in a project record. A revised drawing can reach a contractor before the structural engineer has seen it, and the practice finds out when the query comes back on site.

The first job is to watch how that work actually happens, including the exceptions staff have already worked around. When a drawing is revised, the issue sheet, the consultant distribution list, and the superseded version notice are produced from the same revision record. Information requests sent to engineers and surveyors are chased on a schedule tied to the programme, and overdue replies appear on the project dashboard, not in a sent folder. A flow built from a tidy description of a messy job breaks on the first exception, so the messy version is the one that gets automated.

This fits a architecture firms business doing the same manual tasks every day across more than one system, and it does not fit a task that happens rarely or changes every time. Automation does not check a design, approve a structural detail, or judge a planning risk. It makes sure the right version reaches the right people and that approvals are traceable. Start with a discovery call: the fit is tested on real work before anything is scoped.

What you get

What this engagement covers for architecture firms

  • Drawing revision control — When a drawing is revised, the issue sheet, the consultant distribution list, and the superseded version notice are produced from the same revision record.
  • Consultant coordination chasing — Information requests sent to engineers and surveyors are chased on a schedule tied to the programme, and overdue replies appear on the project dashboard, not in a sent folder.
  • Planning submission checklists — A submission checklist is generated from the project type and authority, and missing documents block the submission pack instead of being discovered after filing.
  • Stage fee invoicing — Reaching a RIBA stage or an agreed milestone drafts the fee invoice from recorded time and disbursements, with stage evidence attached for the client.
  • Client approval tracking — Client approvals on layouts and specifications are logged against the drawing or schedule they refer to, so a later change request shows what was already signed off.
  • Site query routing — Queries from site are logged once, routed to the right consultant, and tracked until answered, with the answer filed against the drawing it affects.
The tools of the trade

Built around the systems architecture firms actually runs

The systems architecture firms actually run shape what is possible, and any engagement starts from them rather than from a blank page. In practice that means ArchiCAD or Revit, project extranets, email, and the fee and timesheet system that rarely talks to the drawing register. Practices already run a drawing register of some kind, even if it is a spreadsheet. The work is to make that register the source of truth instead of building a second system beside it.

Connections are made where a system already offers an integration or an export, and a workflow tool bridges the rest. A submission checklist is generated from the project type and authority, and missing documents block the submission pack instead of being discovered after filing. Every flow runs in the business’s own accounts, with logs the team can inspect, and a documented way to switch it off.

Rollout respects how this work actually runs: Revisions go live one project at a time, and never in the week a planning submission or a tender issue is due.

How it works

From kickoff to delivery

  1. Watch the job end to end

    Daily and weekly manual tasks are listed with the staff who do them and the mistakes that currently happen. A revised drawing can reach a contractor before the structural engineer has seen it, and the practice finds out when the query comes back on site.

  2. Pick two or three starting flows

    Tasks are ranked by time saved and errors removed, starting with drawing revision control and consultant coordination chasing, the flows that pay back fastest and prove the approach before bigger work is attempted.

  3. Test the awkward cases first

    Each flow is built against real cases, including a revision issued before consultant comment, a client approving an old version, a missing planning document, and a site query answered by email and never filed. The manual routine keeps running alongside until the flow handles those cases correctly.

  4. Launch slowly, then leave it running

    Flows go live individually with logs watched closely. Revisions go live one project at a time, and never in the week a planning submission or a tender issue is due. Each one is documented with its off switch before the next begins.

Why Omer

Why hire Omer

  • Observed, not assumed: Flows are designed from watching the work as it happens, exceptions included. Reaching a RIBA stage or an agreed milestone drafts the fee invoice from recorded time and disbursements, with stage evidence attached for the client.
  • Small failures, not big ones: Each flow is proven on real tasks before the next starts, so a failure affects one routine rather than the whole business. Revisions go live one project at a time, and never in the week a planning submission or a tender issue is due.
  • Your accounts and records: Automations, logs, and documentation belong to the business and run in its own accounts, built on ArchiCAD or Revit, project extranets, email, and the fee and timesheet system that rarely talks to the drawing register.
  • Odd cases route to a person: Every flow has a fallback for missing, duplicated, or wrong data. Client approvals on layouts and specifications are logged against the drawing or schedule they refer to, so a later change request shows what was already signed off.
  • Success counted in hours: Time saved is measured against the manual routine it replaced. The return is fewer superseded drawings on site, fewer chased emails, and fee stages invoiced when they are earned rather than when someone remembers.
FAQ

Questions, answered

What should architecture firms automate first?
Start with the work that repeats daily, follows a pattern, and crosses more than one system. In practice that usually means drawing revision control: When a drawing is revised, the issue sheet, the consultant distribution list, and the superseded version notice are produced from the same revision record.
Will automation feel impersonal to architecture firms customers or clients?
Only if it replaces a human conversation with a generic message. These flows handle the copying and chasing behind the scenes, while judgement and difficult conversations stay with staff. A sequence also stops the moment a person replies or books, so nobody receives a fourth identical reminder.
What happens when a flow breaks or meets an odd case?
Every flow logs what it did and alerts a person on failure, with a documented off switch and the manual routine kept written down. The cases that cause most failures here are a revision issued before consultant comment, a client approving an old version, a missing planning document, and a site query answered by email and never filed, and each flow is tested on those before it goes live.
Do we need to replace the software we already use?
Usually not. The engagement starts from ArchiCAD or Revit, project extranets, email, and the fee and timesheet system that rarely talks to the drawing register, connects what can be connected, and adds one workflow tool where a gap remains. Where a system already has the integration needed, that is used instead of adding another tool.
How do you choose what to automate, and what stays manual?
By time saved and errors removed, measured on real tasks, with the fastest-payback flows first. Automation does not check a design, approve a structural detail, or judge a planning risk. It makes sure the right version reaches the right people and that approvals are traceable. The plan names both sides: what will be automated, and what will deliberately stay manual.
Currently available for select engagements

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