Bidding & preconstruction

Scope and risk

Detect gaps, contradictions, and exclusions before submitting price.

Converza compares specs, drawings, addenda, estimate sheets, and subcontractor exclusions with citations to prepare matrices and RFIs.

Book a demo See workflow

Hospital expansion bid review

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

1Mention documents

2View cited evidence

3Prioritize impact

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

The user selects the instruction, loads documents with @, and Converza returns a cited table in the chat.

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...

Before and after

The operational shift is from scattered manual review to cited answers 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 traceability.

Real workflow for scope and risk review

The user mentions indexed sources with @; the agent answers with cited evidence and turns risk into bid decisions.

Mention indexed sources

The estimator asks: review @Division 01, @C-102, @Addendum 03, and @Civil Sub Scope for risks that affect pricing.

Hospital expansion bid review

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

1Mention sources

2Read package

3Group findings

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

Review @Division 01, @C-102, @Addendum 03, and @Civil Sub Scope for pricing risks and unreconciled exclusions.

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...

Open cited evidence

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

Hospital expansion bid review

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

1Open citation

2View exclusion

3Compare scope

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

C-102 requires temporary pedestrian access; the civil scope excludes signage, barriers, permits, and traffic control.

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...

Build decision matrix

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

Hospital expansion bid review

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

1Assign severity

2Estimate exposure

3Choose action

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

High: traffic and access unassigned. Candidate impact: indirects, permits, barriers, and safety crew.

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...

Convert to RFI or exclusion

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

Envelope clarification package

Workspace · RFI generation

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

1Create RFI

2Insert sources

3Review exclusion

Agent

RFI generation

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

Ask who owns signage and payment method; if unresolved, exclude temporary traffic control from base price.

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...

Output example

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

Bid decision matrix

Cited output for estimating, preconstruction, and commercial review.

Finding	Cited source	Impact	Action	Output
Temporary pedestrian access required but excluded by civil	C-102 + civil quote	Permits, barriers, signage	Request clarification	RFI: confirm owner and payment
Addendum 03 moves access closure to phase 2	Addendum 03 + bid schedule	Work front and sequence	Review indirects	Update logistics assumption
Division 01 requires tenant operations to remain active	01 14 00 + logistics plan	Potential night work	Price alternate	Separate extended-hours cost

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.

Book a demo Explore product

Detect gaps, contradictions, and exclusions before submitting price.

Before and after

Before

After

Real workflow for scope and risk review

Mention indexed sources

Open cited evidence

Build decision matrix

Convert to RFI or exclusion

Output example

Bid decision matrix

Documents used

Personas

Related product modules

Cited Review

Assistant

Traceability

Related use cases

Specs & Addenda Review

RFI Generation

Contract Comparison

Test Scope & Risk Analysis with real documents.