Architecture and interiors

From first contact to built project, with no project left waiting

Lead intake, fee proposals accepted by the client through a link, the design project step by step and site follow-up. AutoCAD, Revit and SketchUp stay where they are.

Start free Talk to sales

Ready-made kitArchitecture Kit4 processes, 2 dashboards

Step 1 · Priority processes

The pieces of the architecture kit

They arrive in their own folder, as a starting point. Steps, fields, deadlines and owners adjust to your firm.

Firm business development

“Tell us about your project” form

A public link for your website or Instagram, with project type, location and area.

SituaçãoContacts arrive as DMs and loose messages, and nobody knows who replied.

GanhoEvery submission opens the intake with the lead already logged.

Ready on day oneSee details

Partners

Lead intake

Logged in Clients, then a short call with the architect in charge.

SituaçãoAn afternoon of briefing spent on a project that was never a fit.

GanhoThe call comes before the briefing, and a good fit leaves with the briefing booked.

Ready on day oneSee details

Architects

Briefing and fee proposal

Briefing, survey, fees, client acceptance by link and the contract.

SituaçãoA PDF proposal the client never answers and nobody chases.

GanhoThe client answers through the link and the answer is on record.

Ready on day oneSee details

Design project

Preliminary study, approved schematic design, permit set, construction set and delivery.

SituaçãoThe project moves on before the client approved the schematic design.

GanhoEvery step has an owner and a deadline, and the client's approval stays on the project.

Ready on day oneSee details

On site

Site follow-up

Visits with photos, contractor punch lists and the final walkthrough.

SituaçãoThe site visit turns into loose photos in a chat and the punch list gets lost.

GanhoThe visit repeats until the build is done, with what needs fixing.

Ready on day oneSee details

Partners

Firm dashboards

“Firm sales” and “Projects and sites”, plus the Clients and Partners bases.

SituaçãoThe number of open proposals only exists in a partner's head.

GanhoThe numbers come from what the team records at each step.

Ready on day oneSee details

Talk to a specialist

How it works

The firm with an owner, a deadline and a record at every step

Your CAD tool keeps the drawing. Cadenio makes sure every step of intake, proposal and site work happens, with who owns it and what the client approved.

Intake

No lead forgotten in an Instagram DM

Every form submission opens the intake with the lead saved to Clients and 8 hours for the first action.

Proposal

Fees calculated, accepted by link

Fee per sq m or fixed, what is included and the expiry in one link. The client accepts, asks for changes or declines, with no account.

Design

Schematic design approved before detailing

The project starts with the signed contract and the scope copied over, and the client approves the schematic design before the permit and construction sets.

Site

Visit on record, punch list followed up

With site follow-up contracted, visits open on their own, with photos, what the contractor must fix and the final walkthrough.

Step 2 · In practice

One client from first contact to site

An example of the path the kit takes, with the deadlines and rules it comes configured with.

Reference scenario

Example: an Instagram lead that becomes a followed-up build

A firm with two architects and one site lead. The client wants to renovate a 1,292 sq ft apartment.

Before

The contact arrives as a DM and the thread lives on the phone of whoever replied
The proposal goes out as a PDF by e-mail and acceptance comes by message, weeks later
The site visit becomes loose photos in a chat, with no list of what the contractor must fix

After

The form opens the intake, with the client saved to Clients and 8 hours for the first action
The fees come out calculated and the client accepts through the link, with no account
The signed contract opens the project, and a delivery with site follow-up opens the site visits

Expected outcomes

Every lead with an owner and a deadline from arrivalAcceptance and schematic design approval on record on the projectSite punch lists followed up visit after visit

Step 3 · Templates

What comes in the architecture kit

The kit's four processes, ready to use and adjust.

Intake

Lead intake

2 tasks

Proposal

Briefing and fee proposal

6 tasks1 approval

Design

Architectural design project

8 tasks1 approval

Site

Site follow-up

3 tasks

See all templates →

FAQ

Questions architecture firms ask

Do I have to replace AutoCAD, Revit or SketchUp?

No. The kit covers the process around the drawing: who takes the lead, the proposal, the acceptance, the design steps, the client approvals and the site. Project files stay in the tools your firm already uses.

Does the client need an account to accept the proposal?

No. They get a link, see the fees, what is included, the schedule and the expiry, and accept, ask for changes or decline on their phone. The answer goes back to the proposal right away.

Can I charge per sq m and also a fixed fee?

Yes. The proposal supports both, and the amount comes out calculated from the area and what the scope includes.

Is site follow-up part of every project?

Only for a project delivered with site follow-up contracted. In that case the visits open on their own, with photos, contractor punch lists and the final walkthrough, and repeat until the build is done.

Put your next lead on rails

The architecture kit in your account in 2 minutes. Free for 14 days, no card.

Start free Talk to sales

Architecture and interiors

From first contact to built project, with no project left waiting

Lead intake, fee proposals accepted by the client through a link, the design project step by step and site follow-up. AutoCAD, Revit and SketchUp stay where they are.

Start free Talk to sales

Ready-made kitArchitecture Kit4 processes, 2 dashboards

Step 1 · Priority processes

The pieces of the architecture kit

They arrive in their own folder, as a starting point. Steps, fields, deadlines and owners adjust to your firm.

Firm business development

“Tell us about your project” form

A public link for your website or Instagram, with project type, location and area.

SituaçãoContacts arrive as DMs and loose messages, and nobody knows who replied.

GanhoEvery submission opens the intake with the lead already logged.

Ready on day oneSee details

Partners

Lead intake

Logged in Clients, then a short call with the architect in charge.

SituaçãoAn afternoon of briefing spent on a project that was never a fit.

GanhoThe call comes before the briefing, and a good fit leaves with the briefing booked.

Ready on day oneSee details

Architects

Briefing and fee proposal

Briefing, survey, fees, client acceptance by link and the contract.

SituaçãoA PDF proposal the client never answers and nobody chases.

GanhoThe client answers through the link and the answer is on record.

Ready on day oneSee details

Design project

Preliminary study, approved schematic design, permit set, construction set and delivery.

SituaçãoThe project moves on before the client approved the schematic design.

GanhoEvery step has an owner and a deadline, and the client's approval stays on the project.

Ready on day oneSee details

On site

Site follow-up

Visits with photos, contractor punch lists and the final walkthrough.

SituaçãoThe site visit turns into loose photos in a chat and the punch list gets lost.

GanhoThe visit repeats until the build is done, with what needs fixing.

Ready on day oneSee details

Partners

Firm dashboards

“Firm sales” and “Projects and sites”, plus the Clients and Partners bases.

SituaçãoThe number of open proposals only exists in a partner's head.

GanhoThe numbers come from what the team records at each step.

Ready on day oneSee details

Talk to a specialist

How it works

The firm with an owner, a deadline and a record at every step

Your CAD tool keeps the drawing. Cadenio makes sure every step of intake, proposal and site work happens, with who owns it and what the client approved.

Intake

No lead forgotten in an Instagram DM

Every form submission opens the intake with the lead saved to Clients and 8 hours for the first action.

Proposal

Fees calculated, accepted by link

Fee per sq m or fixed, what is included and the expiry in one link. The client accepts, asks for changes or declines, with no account.

Design

Schematic design approved before detailing

The project starts with the signed contract and the scope copied over, and the client approves the schematic design before the permit and construction sets.

Site

Visit on record, punch list followed up

With site follow-up contracted, visits open on their own, with photos, what the contractor must fix and the final walkthrough.

Step 2 · In practice

One client from first contact to site

An example of the path the kit takes, with the deadlines and rules it comes configured with.

Reference scenario

Example: an Instagram lead that becomes a followed-up build

A firm with two architects and one site lead. The client wants to renovate a 1,292 sq ft apartment.

Before

The contact arrives as a DM and the thread lives on the phone of whoever replied
The proposal goes out as a PDF by e-mail and acceptance comes by message, weeks later
The site visit becomes loose photos in a chat, with no list of what the contractor must fix

After

The form opens the intake, with the client saved to Clients and 8 hours for the first action
The fees come out calculated and the client accepts through the link, with no account
The signed contract opens the project, and a delivery with site follow-up opens the site visits

Expected outcomes

Every lead with an owner and a deadline from arrivalAcceptance and schematic design approval on record on the projectSite punch lists followed up visit after visit

Step 3 · Templates

What comes in the architecture kit

The kit's four processes, ready to use and adjust.

Intake

Lead intake

2 tasks

Proposal

Briefing and fee proposal

6 tasks1 approval

Design

Architectural design project

8 tasks1 approval

Site

Site follow-up

3 tasks

See all templates →

FAQ

Questions architecture firms ask

Do I have to replace AutoCAD, Revit or SketchUp?

Does the client need an account to accept the proposal?

No. They get a link, see the fees, what is included, the schedule and the expiry, and accept, ask for changes or decline on their phone. The answer goes back to the proposal right away.

Can I charge per sq m and also a fixed fee?

Yes. The proposal supports both, and the amount comes out calculated from the area and what the scope includes.

Is site follow-up part of every project?

Put your next lead on rails

The architecture kit in your account in 2 minutes. Free for 14 days, no card.

Start free Talk to sales