How We Work

A structured process — so you always know where you stand.

01 — Engagement Workflow

From first contact to final report.

Client Inquiry or Referral
Day 1
Initial contact via email or referral from real estate professional, architect, or trusted advisor.
Intake and Suitability Screening
24–48 hours
Brief consultation to assess project scope, budget range, and engagement fit. Confirm service alignment.
Engagement Agreement and Fee Confirmation
Day 2–3
Execute engagement letter. Fixed fee confirmed. No hourly billing, no surprises.
Site Review and Scope Development
Week 1
On-site assessment of existing conditions. Document current state, identify constraints, develop structured scope framework.
Scope Alignment with Homeowner
Week 1–2
Review draft scope document with client. Refine, clarify, and finalize scope definition. Contractor review where applicable.
Report Preparation and Issuance
Week 2
Finalize Pre-Construction Protection Report: scope document, payment framework, change-order protocol, contract guidance.

02 — What to Expect

Time Investment

Includes site review, scope development, report preparation, and client review discussion.

Capacity

Boutique practice. Limited capacity ensures every engagement receives full attention and rigorous analysis.

Deliverable

Pre-Construction Protection Report

Defined scope, payment milestones, change-order framework. Your roadmap to a controlled renovation.

03 — Your Report Includes

Measured existing conditions (LiDAR)
Precise documentation of your space using laser measurement technology. No assumptions, no guesswork.
Defined scope of work with inclusions/exclusions
Clear, structured scope document defining deliverables, materials, standards, and what is explicitly excluded. No ambiguity.
Staged payment framework
Payment milestones tied to observable progress. Protect your capital with controlled releases aligned to completed work.
Change-order control process
Written process for managing scope changes. Documented approval protocols and pricing validation mechanisms.
Scope-aligned review of contractor proposals
If you already have contractor quotes, we review them against your defined scope as part of the engagement. Quotes obtained after your report is issued are reviewed as an add-on — we'll still flag gaps, overlaps, and pricing inconsistencies before you sign.

Fixed fee. No hourly billing. No surprises.