Every project sounds exciting in a contact form.
An intake agent scopes each inquiry the way you would in a first meeting — programme, surface, budget envelope, timeline, planning constraints — so the meetings you take are with projects that can actually happen.
Set up with you — on your practice, your fee logic, your standards.
Ninety minutes of coffee and sketch talk. Then the budget conversation.
The first meeting is long, free, and generous — on site or at the office, walking the rooms, talking references. And then comes the number, and a third of projects die right there: the envelope was never going to survive contact with reality, and neither was the timeline.
The form knew none of this. It told you "renovation, house, as soon as possible." It never asked what the visitor would actually pay to know: whether their envelope matches their ambitions, whether their timeline survives permits, whether you're the right kind of practice for the job.
Every inquiry arrives scoped.
Programme, surface, existing condition, budget envelope, timeline, decision stage — a brief you read in one minute instead of discovering in ninety.
Visitors get honest answers early.
How your fees work, what a realistic envelope looks like for their type of project, what a permit timeline does to their move-in date — from your configured services and knowledge, before anyone books a meeting.
Wrong-fit projects hear it gracefully.
Budget below your floor, scope outside your practice, a timeline physics won't allow — they leave with a useful answer instead of a wasted meeting on both calendars.
The brief is the product.
Chatbots route. Forms collect. Pepline writes. Every completed conversation compiles into a scoped brief: programme, budget envelope, timeline against permits, decision stage, open questions, and an honest fit note. You read it in a minute — and the first meeting starts on the project, not on the interrogation.
Envelopes stay in ranges you define — the way a careful practice talks money in a first meeting, never pretending to be an estimate.
Generate one about your own project →Full renovation of a 1930s townhouse, ~140 m², currently divided into two units to be reunified. Structural wall likely affected.
Family of four; open kitchen and living, three bedrooms, home office, garden connection. Wants "warm minimal" — referenced two projects from your portfolio by name.
Hoped to start works in spring; the agent explained the permit and design-phase timeline, and the visitor adjusted expectations to autumn without friction.
Owns the property, spoke with one other practice, decision within a month.
Party-wall agreement status unknown; asbestos survey not yet done.
Budget and programme within practice range; strong portfolio match — flagged for a first meeting.
This is the shape of the brief the agent produces.
We set it up with you.
No template picker, no 40-node flowchart. Your agent starts as a working session with us, on your practice — then the flow, the criteria, and the voice stay yours to edit from the dashboard.
We read your portfolio and fee logic with you.
Your project types, your services, how your fees work and why — most of what the agent needs is in your portfolio and in how you already explain the practice.
We configure the scoping flow and fit criteria.
Your budget floor, your project types, your radius, the questions a first meeting always asks — and how it sounds. Yours, not a bot’s.
The widget replaces the project-inquiry form.
One snippet where “tell us about your project” used to sit. Scoped briefs arrive by email and in your dashboard, full conversation attached.
You already do this interview.
In every first meeting, on every site visit. The agent just does it before the meeting exists — so the ninety minutes you give a project go to one that can happen.