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