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Custom QA Checklists & Scorecards: Upload Internal Guidelines for AI Plan Review

Your firm has internal QA standards. Upload your checklists and scorecards—AI enforces them alongside building codes. Customize review criteria per project, per client, per phase.

7 min readJanuary 13, 2026Product Features

"I'd love to figure out a way that we could take these checklists slash scorecard requirements and feed them into the AI so that it gives a result kind of based on the same structure to help the reviewers through their process as well."

— Enterprise Architect, Houston, Texas

The Customization Need

Every firm has internal QA standards. Every project has specific requirements. Generic plan checking isn't enough—you need AI that enforces your standards, your checklists, your scorecards.

How Custom Checklists Work

Upload Custom Checklists

Upload your firm's internal QA checklists as PDFs. AI checks your drawings against your standards alongside building codes. Every project follows your quality guidelines.

Upload 'Firm QA Checklist v2.1.pdf' → AI checks all 47 items on your checklist

Custom Scorecards

Upload your quality scorecards and rating systems. AI results formatted to match your scorecard structure—DD phase, CD phase, permit set, all with your criteria.

Scorecard: Sheet organization (0-10), Code compliance (0-10), Coordination (0-10)

Project-Specific Standards

Different projects have different requirements. Upload client-specific standards, owner requirements, or tenant improvement guidelines. AI enforces project-specific criteria.

Client requires 8'6" minimum ceiling heights → AI flags any violations

Prompt-Based Customization

Add custom instructions in the prompt box. Focus AI on specific areas: 'Check for accessibility compliance' or 'Verify all fire ratings are specified'. Customize per project.

Prompt: 'Focus on ADA compliance and fire rating specifications'

Benefits

Enforce Firm Standards

Every project checked against your internal QA standards—consistency across all work.

Client-Specific Requirements

Upload owner standards, tenant guidelines, or project-specific requirements.

Phase-Specific Checks

Different checklists for 20% DD, 50% CD, permit set—right standards at the right time.

Automated Compliance

AI enforces your standards automatically—no manual checklist review needed.

Three Ways to Customize

1

Upload Custom Checklists

Upload your internal QA checklists, scorecards, or quality guidelines as PDFs. AI checks your drawings against your standards alongside building codes.

2

Add Custom Instructions

Use the prompt box to add custom instructions. Focus AI on specific areas, check for specific requirements, or customize review scope per project.

3

Upload Global Specs

Big developers have global specs that every job must follow. Upload your global spec—AI enforces it on every project automatically.

Enforce Your Internal QA Standards

Upload your checklists and scorecards—AI enforces your standards alongside building codes.

Try It Now