Use Cases

Use cases for the most time-consuming work in construction.

Start with bidding and preconstruction. Extend into execution when scope changes, meeting notes, contracts, risks, and notices appear.

Bidding & preconstruction

Converza's first wedge is the work that happens before bid close and proposal submission.

Specs & Addenda Review

Important requirements are spread across specs, divisions, annexes, and addenda.

Detect critical requirements
Compare addenda against base documents
Find contradictions
Summarize relevant changes
Cite the exact source

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Specs & Addenda Review

Workspace · Bid package review

Ready

Draft 1LPN-008-2025.pdf108%

Section II · Bid Data Sheet · page 22

Section II. Bid Data Sheet

A. General information

ITB 2.1

The expected amount for construction of the works is: US$1,260,000.00 including VAT. The contract will be awarded as a full package.

Cited page · 22

RFI Generation

Many questions are found late or drafted without enough document support.

Identify ambiguities
Prioritize questions by impact
Draft formal RFIs
Include references to section, sheet, or addendum
Edit the draft in the workspace

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RFI Generation

Workspace · RFI generation

Ready

Spec 07 13 00 Waterproofing.pdf

Source map108%

Cited page

RFI support packet

IAO 1.1Spec 07 13 00 and drawing A-501 reviewed together.

IAO 2.1Draft a formal RFI from the ambiguity and include the supporting sections.

IAO 3.1The waterproofing transition isshown in the detail but thecompatible membrane requirement is1

Spec 07 13 00 Waterproofing.pdfSection 3.2 · executionIndexed
A-501 Wall Sections.pdfDetail 5/A-501Indexed
Addendum 01.pdfNo clarification foundIndexed

RFI Generation

Open sourceVerified

Spec 07 13 00 and drawing A-501 reviewed together.

Many questions are found late or drafted without enough document support. 1

The waterproofing transition is shown in the detail but the compatible membrane requirement is not stated. 2

·1 Spec 07 13 00 Waterproofing.pdf·2 A-501 Wall Sections.pdf·3 Addendum 01.pdf

Proposal Narratives

Proposals are written under pressure and often fail to reflect a strong understanding of the project.

Extract RFP goals
Identify evaluation criteria
Draft project understanding
Align prior experience with requirements
Create editable drafts

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Proposal Narratives

Workspace · Proposal narrative

Ready

RFP evaluation section

Generate at cursor

FileViewEditInsertFormat

ArialNormal text12BIUSH@#

Owner goals, schedule constraints, and required submission format.

The RFP prioritizes community continuity, phasing, and prior experience with occupied public facilities.

Proposals are written under pressure and often fail to reflect a strong understanding of the project.

Editable proposal section aligned to evaluation criteria. 1

Reject1/1Accept

Scope & Risk Analysis

Scope gaps and contradictions often appear after pricing is submitted.

Detect exclusions
Flag conflicts between documents
Create a risk table
Suggest clarifications
Prepare notes for internal review

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Scope & Risk Analysis

Workspace · Scope and risk review

Ready

Selected instruction

Detect gaps, contradictions, and exclusions before submitting price.

Applied

Loaded project files

Division 01 General Requirements.pdfIndexed · responsibilitiesIndexed
C-102 Site Logistics.pdfIndexed · pedestrian accessIndexed
Addendum 03.pdfIndexed · phase 2Indexed
Civil Sub Scope.pdfIndexed · exclusionsIndexed

1Load project documents

2Ask the question

3Open the cited source

Agent

Scope and risk review

Ready

Use the active instruction with @Division 01, @C-102, @Addendum 03, and @Civil Sub Scope. Return a table with finding, source, impact, action, and output.

Analyzing project files

Converza reads cited sources, cross-checks exclusions, and prepares the requested table.

Converza response

Gap and exclusion table

Scope gaps and contradictions often appear after pricing is submitted.

Finding	Source	Impact	Action	Output
Temporary pedestrian access required but excluded by civil	C-102 + Civil Scope	US$42k candidate	Request clarification	Pre-bid RFI
Addendum 03 moves access closure to phase 2	Addendum 03	Work front and sequence	Review indirects	Update assumption
Tenant operations must remain active	01 14 00	Night work	Price alternate	Separate cost

+Message Smart...

Risk

Source

Impact

Recommendation

Suggested RFI

Ambiguous scope

Spec 01 10 00

Cost

Validate

Request clarification

Quantity Takeoff Assist

Takeoff requires reviewing specs, drawings, notes, and spreadsheets across fragmented files.

Search line items in specs
Connect drawing notes
Extract mentioned quantities
Review Excel sheets
Create preliminary lists for validation

Converza assists the quantity takeoff process; it does not replace professional estimator validation.

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Quantity Takeoff Assist

Workspace · Quantity takeoff assist

Ready

Selected instruction

Accelerate line-item and quantity review for estimator validation.

Applied

Loaded project files

Spec 32 13 13 Paving.pdfIndexed · measurementIndexed
C-301 Grading Plan.pdfIndexed · quantitiesIndexed
Site Estimate.xlsxIndexed · line itemsIndexed
Addendum 02.pdfIndexed · changesIndexed

1Load project documents

2Ask the question

3Open the cited source

Agent

Quantity takeoff assist

Ready

Use the active instruction with @Spec 32 13 13, @C-301, @Site Estimate.xlsx, and @Addendum 02. Return a table with line item, source, delta, owner, and action.

Analyzing quantities and line items

Converza cross-checks drawing notes, measurement criteria, and Excel to prepare estimator validation items.

Converza response

Takeoff validation table

Takeoff requires reviewing specs, drawings, notes, and spreadsheets across fragmented files.

Line item	Source	Delta	Owner	Action
Concrete curb shows 1,240 LF on drawing and 1,080 LF in Excel	C-301 + Excel	+160 LF	Estimator	Confirm returns
Base preparation is included in spec but missing from line item	32 13 13	Hidden cost	Chief estimator	Add line item
Addendum 02 changes slab thickness at main entrance	Addendum 02	Higher volume	Estimator	Recalculate item

+Message Smart...

Execution & control

These workflows appear as a natural expansion when the same document context is used during execution.

Scope Changes

During execution, changes get buried across meeting notes, drawings, contracts, and communications.

Compare new instructions against contracts and drawings
Summarize potential impacts
Prepare notes for internal review
Connect evidence and chronology

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Scope Changes

Workspace · Scope change control

Ready

OAC Meeting Notes 18.docx

Source map108%

Cited page

Change event record

IAO 1.1Meeting note, contract clause, drawing revision, and supporting chronology.

IAO 2.1Analyze a new instruction against contract, drawings, and meeting notes.

IAO 3.1Owner instruction changes nightwork access and may affect theapproved sequence.1

OAC Meeting Notes 18.docxInstruction recordedIndexed
Prime Contract - Changes.pdfNotice clauseIndexed
Schedule Update 07.xerSequence impactIndexed

Scope Changes

Open sourceVerified

Meeting note, contract clause, drawing revision, and supporting chronology.

During execution, changes get buried across meeting notes, drawings, contracts, and communications. 1

Owner instruction changes night work access and may affect the approved sequence. 2

·1 OAC Meeting Notes 18.docx·2 Prime Contract - Changes.pdf·3 Schedule Update 07.xer

Emerging Risks

Risk signals appear in meeting notes, changes, and communications before becoming a problem.

Detect early signals
Prioritize impact
Suggest actions
Keep sources visible

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Emerging Risks

Workspace · Emerging risks

Ready

Selected instruction

Turn repeated field signals into action before they escalate.

Applied

Loaded project files

OAC Notes 21-23.docxIndexed · meetingsIndexed
HVAC Submittal Log.xlsxIndexed · AHU-03Indexed
Lookahead Schedule.pdfIndexed · level 03 ceilingsIndexed
Prime Contract.pdfIndexed · noticesIndexed

1Load project documents

2Ask the question

3Open the cited source

Agent

Emerging risks

Ready

Use the active instruction with @OAC Notes 21-23, @HVAC Submittal Log, @Lookahead Schedule, and @Contract. Return a table with signal, source, impact, owner, and action.

Analyzing recent signals

Converza groups repeated mentions, opens cited sources, and cross-checks impact against schedule and contract.

Converza response

Emerging risk table

Risk signals appear in meeting notes, changes, and communications before becoming a problem.

Signal	Source	Impact	Owner	Action
AHU-03 remains unapproved across three meetings	OAC Notes 21-23	Level 03 ceilings	PM	Schedule decision
Submittal has been open 18 days without response	HVAC Submittal Log	14-week lead time	Design	Answer technical RFI
Preventive notice window expires this week	Contract + schedule	Schedule risk	Contracts	Review notice

+Message Smart...

Contractual Notices

Critical communications must be grounded in contracts, evidence, and chronology.

Find relevant clauses
Order facts and support documents
Draft notices and reservations of rights
Keep human control before sending

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Contractual Notices

Workspace · Scope change control

Ready

Change event record

Generate at cursor

FileViewEditInsertFormat

ArialNormal text12BIUSH@#

Meeting note, contract clause, drawing revision, and supporting chronology.

Owner instruction changes night work access and may affect the approved sequence.

Critical communications must be grounded in contracts, evidence, and chronology.

Impact summary and notice draft ready for project manager review. 1

Reject1/1Accept

Contract Comparison

Changes between contracts can alter risk, obligations, or commercial terms.

Compare clauses
Summarize differences
Prioritize risks
Prepare legal review

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Contract Comparison

Workspace · Contract comparison

Ready

Owner Contract Draft v3.pdf

Source map108%

Cited page

Contract clause comparison

IAO 1.1Previous contract compared with current owner draft.

IAO 2.1Compare clause changes and summarize risk before legal review.

IAO 3.1The revised indemnity languageexpands responsibility beyondnegligent acts.1

Owner Contract Draft v3.pdfCurrent draftIndexed
Approved Template 2024.pdfBaselineIndexed
Legal Review Notes.docxOpen commentsIndexed

Contract Comparison

Open sourceVerified

Previous contract compared with current owner draft.

Changes between contracts can alter risk, obligations, or commercial terms. 1

The revised indemnity language expands responsibility beyond negligent acts. 2

·1 Owner Contract Draft v3.pdf·2 Approved Template 2024.pdf·3 Legal Review Notes.docx

Subcontractor Scopes

Scope packages need clear inclusions, exclusions, and interfaces.

Draft by trade
List inclusions
List exclusions
Flag interfaces

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Subcontractor Scopes

Workspace · Subcontractor scope package

Ready

Division 23 HVAC.pdf

Source map108%

Cited page

Trade scope matrix

IAO 1.1Specs, drawings, alternates, and interface notes grouped by trade.

IAO 2.1Draft inclusions, exclusions, and interfaces for trade partner review.

IAO 3.1Controls integration is mentionedin Division 23, but responsibilityis split with electrical drawings.1

Division 23 HVAC.pdfMechanical scopeIndexed
E-601 Controls Diagram.pdfInterface pointIndexed
Bid Form Alternates.xlsxAlternate pricingIndexed

Subcontractor Scopes

Open sourceVerified

Specs, drawings, alternates, and interface notes grouped by trade.

Scope packages need clear inclusions, exclusions, and interfaces. 1

Controls integration is mentioned in Division 23, but responsibility is split with electrical drawings. 2

·1 Division 23 HVAC.pdf·2 E-601 Controls Diagram.pdf·3 Bid Form Alternates.xlsx

Start with a real bid package.

In the demo we test a concrete flow: review, cited answer, and review-ready draft.

Book a demo