Proposal & Fee Builder
Drafts proposals, scopes and fee breakdowns from past projects of the same type
Stays out: Client contracts under confidentiality terms
ARCHITECTURE & ENGINEERING
Get Your Architecture & Engineering Data AI‑Ready
The Architecture & Engineering Pack is how Small Biz Data works with design firms. It starts with the project: hours, fees and billing by phase, and the firm's own library of specs and details.
Who It's For
Architecture, interior design, landscape, and civil, structural and MEP engineering practices. Their data sits across project accounting and time tracking, design files on file servers or a cloud design platform, a proposals or CRM tool, and the books.
What We Measure
Utilization
Share of staff hours charged to client projects
Where It Comes From: Time tracking
Effective Multiplier
Net revenue divided by the direct labor cost of project hours
Where It Comes From: Project accounting and payroll
Realization
Amount billed as a % of the standard value of hours worked
Where It Comes From: Project accounting
Project Profit by Phase
Fee earned in each phase minus the labor cost charged to it
Where It Comes From: Project accounting
Hours Over Budget by Phase
Hours charged beyond each phase's budget
Where It Comes From: Project accounting
Unbilled Work Days
Days of earned fee not yet invoiced
Where It Comes From: Project accounting
Days Sales Outstanding
Days of revenue sitting unpaid in receivables
Where It Comes From: Books (AR aging)
Backlog
Months of signed but unearned fee at the current burn rate
Where It Comes From: Project accounting
Proposal Win Rate
Share of proposals that become signed contracts
Where It Comes From: Proposal log or CRM
Overhead Rate
Indirect costs as a multiple of direct labor
Where It Comes From: Books and payroll
Targets are set from your own history, never from industry averages.
AI Assistants We Set Up
Each assistant is a Claude Project set up on your own Claude Pro account with model training off, and drafts are always reviewed by a person.
Meeting Minutes
Turns meeting notes into minutes and an action list for the project manager to review
Stays out: Recordings made without everyone's consent
Specs & Standards
Answers staff questions about the firm's master specs, standard details and design standards
Stays out: Drawings and calculations for review or sealing
Project Status Report (optional)
Turns the month's hours and billing export into a plain-language project status note
Stays out: Staff pay rates
What Stays With You
Small Biz Data organizes and connects the firm's data. AI never creates, changes or seals drawings or calculations, and professional responsibility for the work stays with the firm's licensed architects and engineers.
How Ready Is Your Business?
Twenty yes-or-no statements written for Architecture & Engineering. About five minutes, nothing to sign up for.
Other Industries
- Trades & Home Services
- Construction Contractors
- E-Commerce
- Restaurant Groups
- Real Estate Brokerages
- Property Management
- Financial Planning & Advice Firms
- Insurance Agencies
- Law Firms
- Accounting Firms
- Marketing & Creative Agencies
- Staffing Agencies
- Higher Education
- Nonprofits
- Veterinary Clinics
- Industrial Equipment Sales
- Small Manufacturers
Ready to Make Your Data Actually Useful?
Book a free 30-minute assessment. We'll walk through your current data situation, spot the highest-leverage fixes, and give you a clear path forward — no commitment.
No commitment · No technical jargon · 30 minutes