AI and Automation for Construction Professional Services

Your expertise,
doing more.

Charlo drafts from your own documents, with citations. Your experts check, decide and send.

Charlo Efficiencies Pty LtdMelbourne, Australia charlo.com.au
01
The premise

Your best work is
already written.
It is just hard to reach.

Old proposals, cost plans, contracts and registers hold most of what your team knows. Charlo's AI reads them, keeps them in reach, and drafts the next document from them. Automation that is useful where it saves hours, and controlled where it matters.

UsefulDrafts the routine work in minutes
ControlledA person approves every step
CitedEvery answer shows its source
Charlo CPS01 · Premise
02
What Charlo does

The set.

A sample of what we run, not the full set. We build new tools around what your organisation needs.

03Submission StudioThe whole submission, drafted in one place 04Project ReportWeekly or monthly reports, drafted 05Knowledge BaseCited answers from your cost plans and documents 06CommercialsBudget, variations, claims 07Project ScheduleThe full programme, critical path live 08CV StudioBid CVs, tailored to the brief 09Work Ahead CRMPipeline from the documents themselves 10Registers HubEvery register in one hub 11Meeting MinutesAudio and notes to structured minutes 12Consultant AgreementsReviewed against your own checks
Charlo CPS02 · Register
03
Submission Studio

Your proposals,
fully powered.

  • Upload the RFP and it maps every requirement to a section, with a compliance view of anything still unanswered.
  • Each section drafts from your previous proposals and evidence. It flags what still needs a person.
  • Returnable schedules filled from your company details, a programme drafted from the scope, CVs tailored to the bid and the team org chart drawn from the people on it.
  • Out the other end: one branded submission in Word or PDF, with your logo, colours and layout applied.
Submission Studio draft with branded cover
Your brand kit, applied
MappedEvery requirement to a section
TailoredCVs led by the relevant experience
BrandedWord or PDF, ready to review
Charlo CPS03 · Submission Studio
04
Project Report
Monthly project report, cover and inner pages
Monthly report, from the record

The project report,
drafted.

  • The periodic report, drafted from the project's own record. Weekly, monthly, or whatever cadence the project runs on.
  • Sections, KPIs and format are customisable to the project and its stakeholders, from PCG pack to a one-page client update.
  • Every organisation and project in one portfolio, periods locked or in draft at a glance.
  • Client-ready as PDF, or a live web view link in the client portal.
Charlo CPS04 · Project Report
05
Knowledge Base

Every answer
carries its
source.

  • Built on your own cost plans and rate data. Ask by sector, element, state and locality.
  • Back in about fifteen seconds: rates adjusted to the target state and locality, with the source project named against every figure.
  • Click any rate and it opens your original cost plan with the passage highlighted, exactly where the figure came from.
  • Not just cost plans. Load contracts, specifications and reports, and ask questions of the whole set. Every answer links to the highlighted source.
  • Your library stays your exclusive IP. Isolated to your organisation, never used for anyone else's answers, and it does not read the internet.
Knowledge Base answer with the cited source highlighted
Every answer cited, click to source
BCITime-adjusted to your index period
15sQuestion to cited answer
TraceableSource project on every rate
Charlo CPS05 · Knowledge Base
06
Commercials
Budget tree, accounting view
The position, live

Know the number
before the
meeting.

  • Budget, commitments, variations, claims, contingency, provisional sums, separable portions and cash flow. One record, not eight spreadsheets.
  • Original against current on every budget line, and over-committed lines flag themselves.
  • Claims: Charlo reads the builder's claim into your breakdown; adjust, certify and issue the certificate from the same record.
  • The cost report is the same data, not a re-keyed copy. Variations, claims and contingency track through it as they land.
$23.1mCurrent budget · demo
$18.3mCommitted
FlaggedExposure surfaces itself
Charlo CPS06 · Commercials
07
Project Schedule

The full programme,
critical path live.

  • Build the whole programme in Charlo: tasks, links and critical path, live as you type.
  • Baselines held, and movement flows straight into project cash flow.
  • Bidding for the job? Submission Studio drafts the programme from the scope and your past projects.
Project Schedule with task details
Critical path, live
Charlo CPS07 · Project Schedule
08
CV Studio
CV Studio bid team with the team org chart behind
Bid team, tailored and charted

Bid CVs,
tailored.

  • One central profile per person: portrait, role, sectors, skills and projects. Import an existing Word or PDF CV to start.
  • Pick the bid team and describe the project. Charlo ranks each person's projects against the brief and sharpens the wording, using only facts already in the CV.
  • You decide what changes. Accept, edit or reject each suggestion. Each bid works on its own copy, so master profiles never change.
  • Org charts drawn from the library, and export straight into your branded template, per person or the whole team.
Charlo CPS08 · CV Studio
09
Work Ahead CRM

Drop the RFP in.
It comes back
filled in.

  • Client, project, dates and scope read straight out of the document. You check them, you do not retype them.
  • Responses stay linked to the request they answer. One workflow from request to response to result.
  • The board pack comes off the same screen.
Work Ahead CRM extraction review
Pipeline and win rate, live
$3.88mPipeline in play · demo portfolio
63%Win rate · demo portfolio
1 clickBoard pack export
Charlo CPS09 · Work Ahead CRM
10
Registers Hub
Registers Hub
Variation register

Every register,
one hub.

  • Actions, risks, variations and approvals, live across the whole project.
  • Variations pull straight from Commercials, so registers and cost agree.
  • Minutes sections save to the same registers.
Charlo CPS10 · Registers Hub
11
Meeting Minutes

Minutes, actions,
rolled forward.

  • Meeting audio and notes turned into structured minutes.
  • Attendees, agenda and actions in sections, issued as PDF.
  • Actions roll forward to the next meeting instead of dying in the file.
Meeting Minutes
Minutes builder
Charlo CPS11 · Meeting Minutes
12
Consultant Agreement Drafter
Consultant Agreement Drafter
Extract clauses, captured

Agreements reviewed
against your rules.

  • Upload the agreement and set the checks that matter to you: one-sided indemnities, insurance, IP, payment terms, anything that has caught you out before.
  • Every check is assessed with extract clauses quoted straight from the agreement, so nothing rests on a summary.
  • You review and adjust the assessment queries before it runs. Your judgement stays in charge.
  • Out the other end: executive summary, risk overview table, findings per check, as a branded Word report.
Charlo CPS12 · Consultant Agreement Drafter
13
One tool, every role

A different outcome
at every level.

Owner / Director Key-person risk, PI, margin, business value. Expertise becomes an asset that can't resign.
Senior Being the bottleneck. Growing juniors. Charlo drafts, you decide. Leverage without cloning yourself.
Mid-level Deadlines, rework, lost evenings. First draft done and cited. You bring the judgement.
Junior Drowning, grunt work, learning on the run. Punch above your experience, with the source.
Business development Win rate, responsiveness, credibility. Respond faster, with evidence.
Charlo CPS13 · Roles
14
Security schedule

Security, in plain terms.

SovereignData at rest in Australia. Private environment, Azure Sydney.
IsolatedYour organisation only.
Never trained onNever used to train anyone else's AI.
AlignedACSC Essential Eight aligned.
InspectableEvery run logged and inspectable.
Charlo CPS14 · Security
15
The names on the title block

Built by people who have
done the work, not a tech vendor.

James Armitage

James Armitage

Construction · Director

Twenty-six years in construction: carpenter to site manager to project director, Melbourne Airport to a Tier IV data centre, plus sixteen years running his own project management consultancy. He has lived the document grind that Charlo removes.

Geoff Fletcher

Geoff Fletcher

Software · Director

Thirty years engineering software people rely on: document management systems, education platforms, and now Charlo. He worked with James inside a construction business, and he builds Charlo the way he builds everything: properly.

Charlo CPS15 · People
16
Pricing

What it costs.

Published plans, ex GST.

Starter
$1,999
per month · billed monthly
  • Projects hosted 30 / mo
  • Submission + Capability Statement generations 60 / mo
  • KB queries 1,500 / mo
  • Concurrent users 5
  • Built-in templates, self customised Included
  • Integrations (Xero, SharePoint) Not included
Growth · most popular
$4,999
per month · billed monthly
  • Projects hosted 80 / mo
  • Submission + Capability Statement generations 120 / mo
  • KB queries 5,000 / mo
  • Concurrent users 20
  • Built-in templates, self customised Included
  • Integrations (Xero, SharePoint) Included
Enterprise
From $9,999
per month · annual commitment
  • Projects hosted Unlimited
  • Submission + Capability Statement generations 200 / mo
  • KB queries 10,000 / mo
  • Concurrent users 50
  • Built-in templates, self customised Included
  • Integrations (Xero, SharePoint) Included
Full plans and limits What do these mean?
Charlo CPS16 · Pricing
17
See it on your own work

Book a walkthrough.
We'll show you around.

ai@charlo.com.au 03 9961 6012 Plans and pricing
Charlo Efficiencies Pty LtdABN 70 687 967 219 charlo.com.au