Grounds drafts from your own templates and asks about what your notes left out

Grounds for Business is for companies that send the same kinds of documents again and again: scopes, proposals, change orders, reports. We work out with you which documents those are, set up your templates and the material each one depends on, and build the workflow. Your team drafts in your own formatting, and anything the notes don't answer comes back as a question for the customer.

The examples on this page come from Northgate Remodeling, a made-up kitchen and bath company we use for demos.

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A kitchen scope of work on Northgate Remodeling's letterhead, with green section headings and dotted tab leaders, one highlighted fill-in asking the customer's grout color, and a side panel listing the questions the notes didn't answer. — A kitchen scope drafted by Northgate's Kitchen scope workflow from the company's template, the Alvarez walkthrough notes and three general terms sections. The grout color wasn't in the notes, so it's highlighted in the draft and asked in the panel. The Alvarezes and their kitchen are made up too.A kitchen scope drafted by Northgate's Kitchen scope workflow from the company's template, the Alvarez walkthrough notes and three general terms sections. The grout color wasn't in the notes, so it's highlighted in the draft as a question for the customer. The Alvarezes and their kitchen are made up too.

Part of a kitchen scope of work in Northgate Remodeling's template, with the grout color line highlighted as a question for the customer. — A kitchen scope drafted by Northgate's Kitchen scope workflow from the company's template, the Alvarez walkthrough notes and three general terms sections. The grout color wasn't in the notes, so it's highlighted in the draft and asked in the panel. The Alvarezes and their kitchen are made up too.A kitchen scope drafted by Northgate's Kitchen scope workflow from the company's template, the Alvarez walkthrough notes and three general terms sections. The grout color wasn't in the notes, so it's highlighted in the draft as a question for the customer. The Alvarezes and their kitchen are made up too.

Untouched parts of your template come through exactly, and the gaps become questions

A saved workflow names a Word template, the intake sheet it's checked against, and the terms sections that go with it. Drafting fills the template from the job's notes and keeps every block it didn't need to change exactly as it was: fonts, tab leaders, numbering, colors and letterhead. Where the notes leave a blank, it's highlighted in the draft as a question for the customer, and the check against your intake sheet adds questions for anything else on the sheet the notes didn't cover.

As written in the template37
Filled from the notes41
From the general terms21
Asked of the customer in the draft3
Left for Northgate to fill in1

The Alvarez scope, paragraph by paragraph, in three columns read left to right: 37 came through from the template as written, 41 were filled from the notes, 21 came from the general terms, 3 carry a question for the customer in the text, and 1 is an amount left for Northgate to fill in. The Alvarez job is made up.

Ask about a job and the answer quotes the notes and your own terms

A Northgate consultant asks what the Alvarezes picked for the countertops and backsplash, and who seals the grout. The answer quotes the walkthrough notes and section 4 of the company's tile and grout terms. Opening a citation shows the terms beside the answer, at the highlighted passage.

A chat answer quoting a job's walkthrough notes and the company's tile and grout terms, with the terms document open beside it at the highlighted passage about sealing the grout. — The answer with its citations, and the cited terms opened at the highlighted passage. The consultant still reads the passage and decides. The job and the terms are made up.The cited terms, opened at the highlighted passage. The consultant still reads the passage and decides. The job and the terms are made up.

Northgate's tile and grout terms, opened from a chat answer, with the passage on sealing the grout highlighted. — The answer with its citations, and the cited terms opened at the highlighted passage. The consultant still reads the passage and decides. The job and the terms are made up.The cited terms, opened at the highlighted passage. The consultant still reads the passage and decides. The job and the terms are made up.

Your templates, terms and best past work live in one Library, sorted the way your company sorts them

The Library holds Northgate's development sheets (its intake sheets), scope templates, general terms and example scopes, in its own categories. A workflow ties a template to its intake sheet and terms, so the next scope starts from the same place.

A Library item for a kitchen scope template: the top of the template's preview, with Northgate Remodeling's letterhead, the title Kitchen Scope of Work and bracketed blanks for the customer, job address and consultant, then links to its development sheet and the first two terms sections it includes. — Northgate's kitchen scope template in the Library, linked to the intake sheet it's checked against and the terms sections that go with it. The template and the terms were written for the demo.Northgate's kitchen scope template in the Library, linked to the intake sheet it's checked against, the terms sections that go with it and an example scope. The template and the terms were written for the demo.

The links on a Library item for a kitchen scope template: its development sheet, the three terms sections it includes and an example scope. — Northgate's kitchen scope template in the Library, linked to the intake sheet it's checked against and the terms sections that go with it. The template and the terms were written for the demo.Northgate's kitchen scope template in the Library, linked to the intake sheet it's checked against, the terms sections that go with it and an example scope. The template and the terms were written for the demo.

Notes from the field come in as photos, typing or a guided visit

Photograph handwritten notes and each page is typed beside its photo, where anyone can fix a word before it's used in a draft. Construction companies can also run guided visits on a phone or tablet: a checklist built from your own intake sheet, each note filed under the item it answers, and a list of what's still open before you leave the house. Visits keep working without a signal and catch up when the phone is back online.

A photographed page of handwritten site notes beside its typed transcription. — A photographed page of a consultant's handwritten notes, with its typed text beside it. The notes and the job are made up.A photographed page of a consultant's handwritten notes. In Grounds, its typed text sits beside it. The notes and the job are made up.

A photographed page of a consultant's handwritten site notes. — A photographed page of a consultant's handwritten notes, with its typed text beside it. The notes and the job are made up.A photographed page of a consultant's handwritten notes. In Grounds, its typed text sits beside it. The notes and the job are made up.

A phone screen showing a visit checklist for a kitchen job, with a count of notes beside the items they answer, and tabs for its notes and what's left. — A guided visit on a phone, with the checklist from Northgate's kitchen intake sheet. The job is made up.

We set it up with you, using your own documents

We start with the documents your company produces again and again, and what each one depends on: the templates, the strongest past examples, the project details, and who reviews what.

Then we configure the workspace in your words for things, such as jobs and customers, with Library categories that match your documents and saved workflows for the ones you produce most.

Your team starts a document from the right template, the AI prepares a draft from the project's information, and a person reviews and edits it before it goes out.

Several people can edit the same document at once.
Schedules and estimates can be .xlsx spreadsheets that the AI fills in.
PDFs can be combined, made searchable, redacted, stamped and signed, and the original is never changed.

Where your documents are kept, and who can open them

Storage: Documents and records are stored with Supabase, our database host, in the U.S. East region.
Models: Model calls run on AWS Bedrock under zero-data-retention terms, so the model provider doesn't store what you send or train on it. Web search reaches other services, and only when it's used.
Encryption: Document text, summaries, chat messages and drafts are encrypted with your company's own key before they're stored, and every query is scoped to your company.
Access: Projects are shared across the company by default. We can restrict one to its team, and the restriction covers pages, search and the AI's own tools. A security log records who opened, downloaded or exported each document.
Your files: Drafts download as Word files at any time, and we'll export your company's records on request.

Tell me which documents your team sends most, and what slows them down

I'm Joe Wilbert. I read every note and answer it myself.

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