Bidding & preconstruction

Scope and risk

Help review gaps, contradictions, and exclusions before submitting price.

Converza contrasts the queried documents and organizes candidate differences in a matrix for review and possible RFIs.

Before and after

The operational shift is from scattered manual review to document queries with available sources and reviewable drafts.

Before

Estimating reviews PDFs, Excel, and subcontractor exclusions separately, with hidden risks surfacing at bid close.

After

Converza gathers finding, source, impact, owner, and suggested output so the team can price with reviewable references.

Real workflow for scope and risk review

The user attaches the sources to the message; the agent answers with cited evidence and turns risk into bid decisions.

1

Attach sources to the message

The estimator attaches Division 01, C-102, Addendum 03, and Bid CIV-042 and asks for risks that affect pricing.

2

Open cited evidence

Converza shows the drawing requires temporary pedestrian access while the civil scope excludes signage and traffic control.

3

Build decision matrix

Each row includes finding, source, impact, owner, recommendation, and suggested question for team review.

4

Convert to RFI or exclusion

The team uses the output to generate a pre-bid RFI or proposal exclusion language before locking price.

Output example

A working format the team can review, correct, and move into its internal process.

Documents used

Converza works from the project document package and keeps sources visible.

  • Specs
  • Drawings
  • Contracts
  • Addenda
  • Subcontractor scopes

Personas

Teams typically involved in this workflow.

  • Estimator
  • Preconstruction manager
  • Commercial manager

Test Scope & Risk Analysis with real documents.

Book a demo to walk through this flow with your team context.