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.

Private Australian soil Never trains anyone else's AI
ProjectCharlo CPS
TitlePrivate AI · Professional services
RevA
StatusIssued for use
Sheet1 of 1
CharloCPS
Section 01 · Scope of works (selected)

What Charlo does.

A sample of what we run, not the full set. We build new tools around what your organisation needs. Watch them, don't take our word for it.

Knowledge Base

Ask your knowledge base in plain language: every answer cited to source.

Details

Ask across your organisation's approved documents in plain language and get a structured, referenced answer. Scope it to a container (in the demo, the National Construction Code), run the query, then click any citation to open the source document itself with the cited passage highlighted. Your organisation's collective expertise, on demand.

Work Ahead CRM

Your proposal pipeline, tracked.

Details

Pipeline and proposal tracking across your live opportunities.

Proposal Drafter

RFP to a branded Word proposal, grounded in your approved knowledge base.

Details

Six stages: set up the tender, team and case studies; analyse the opportunity; plan the response; generate content grounded in your approved knowledge base; review and improve; then produce a branded Charlo CPS Word proposal.

Commercials Management

Cost, budget, variations and claims, tracked in one place.

Details

Tracks cost, budget, variations and claims across a construction project.

Consultant Agreement Drafter

Consultant agreements drafted and reviewed from your knowledge base.

Details

Drafts and reviews consultant agreements from your organisation's knowledge base.

Variation Drafter

Project variations prepared and assessed end to end.

Details

Prepares and assesses project variations from the contract and the claim, end to end.

Project Report

The periodic PCG report, drafted from the project record.

Details

Generates the periodic project (PCG) report from the project's own record.

Registers Hub

Every project register in one central hub.

Details

A central hub for your project registers.

Meeting Minutes

Meeting audio and notes turned into structured minutes.

Details

Turns meeting audio and notes into structured minutes.

Section 02 · One tool, every role

A different outcome at every level.

Owner / MDKey-person risk, PI, margin, business value.Expertise becomes an asset that can't resign.
Practice leadBeing the bottleneck. Growing juniors.Charlo drafts, you decide. Leverage without cloning yourself.
Senior / doerDeadlines, rework, lost evenings.First draft done and cited. You bring the judgement.
GraduateDrowning, grunt work, learning on the run.Punch above your experience, with the source.
BD / client-facingWin rate, responsiveness, credibility.Respond faster with evidence.
Risk / QAConsistency. "Who is liable?"Cited and completments not replaces
Section 03 · Security schedule

Security, in plain terms.

WhereData at rest in Australian. Private environment.
WhoYour organisation only.
TrainingNever used to train anyone else's AI.
StandardsACSC Essential Eight aligned.
Paper trailEvery run logged and inspectable.
Section 04 · The people

The names on the title block.

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

James Armitage
J. ARMITAGE · FOUNDING DIRECTOR
James Armitage
Founding 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 Charlo removes, and knows which half of the work needs an expert.

26 YRS CONSTRUCTION PM + ADVISORY REGISTERED COMMERCIAL BUILDER
Geoff Fletcher
G. FLETCHER · FOUNDING DIRECTOR
Geoff Fletcher
Founding Director

Twenty 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: private by design and secure.

20 YRS SOFTWARE PLATFORM ENGINEERING SECURITY + PRIVACY
Section 05 · Contact

See it on your own work.

Send a real example. We'll build it in front of you.

ProjectCharlo CPS
StatusIssued for use · Rev A