Drafting
Turns your notes into a draft
Suggests which section a note belongs to, rewords it to your house style and picks a standard phrase your practice has already approved. It is a translator, not an author.
Responsible AI
Turn your site notes into draft wording. Review each suggestion beside the original note, then choose what goes into the report.
Voice notes, photographs, sketches and defect tags, recorded as you walk.
It suggests the section a note belongs to, rewords it to your house style and picks an approved standard phrase.
Every suggestion waits for you. The note you actually recorded sits beside it.
Nothing AI-assisted can be issued until a named surveyor signs for its reliability.
The AI only ever suggests. It never writes to the report — every value lands there because you put it there.
Your captured note stays beside the suggested wording, so you can check it before adding it to the report.
Enabled per practice, with per-job client consent and a per-job opt-out. Nothing is sent without it.
You can still organise notes and use your practice’s standard phrases with AI switched off.
Your observations, your review and your sign-off remain part of the reporting workflow.
Where AI is used
Both run in your firm's chosen Azure region in the UK or EU, under a single Microsoft data processing agreement. Neither is a general-purpose assistant let loose on your job.
Drafting
Suggests which section a note belongs to, rewords it to your house style and picks a standard phrase your practice has already approved. It is a translator, not an author.
Transcription
Takes the audio of your own voice notes and produces the transcript the rest of the workflow reads. Server-side only, and it sees nothing but the recording you made.
Your controls
A new workspace has AI switched off. Nothing is sent anywhere until someone at your practice deliberately turns it on.
Enablement is a practice-level decision, not a per-surveyor one, so a firm can adopt it on its own timetable.
Each job carries its own client consent, with an opt-out that applies to that job alone.
You can still organise notes and use your practice’s standard phrases when AI is switched off or a client has opted out.
What is still yours to do
The RICS standard is principles-based, and several of its duties belong to the regulated firm rather than to any tool — training your people, keeping the registers, exercising professional judgement, setting your client terms. What we can do is make the compliant path the default one and generate the records the standard asks for.
Adoptable templates for the firm-side duties ship with the product, so you are not drafting a policy from a blank page.