Modernize Operations Of Your Architecture Firm—With Gridlex
Gridlex unifies CRM, time tracking, proposal management, portals, ticketing, and financial visibility into one AI-powered platform—designed specifically for architecture firms. Say goodbye to scattered tools and manual workflows, and unlock faster delivery, better compliance, and complete project control from pursuit to punch list.
Gridlex Capabilities, Apps & Features for Architecture Firms
Gridlex’s Unique Solutions for Architecture Firms
No-Code, Ultra-Customizable AI Builder for Architecture Firms
The Problem:
Architecture firms operate in a maze of design phases, drawing reviews, RFIs, submittals, and compliance workflows—each unique to firm size, project type, and region. But most software is either too rigid or too fragmented. Out-of-the-box platforms force firms to conform to generic templates, while stitching together point solutions leads to integration nightmares. Worse, evolving your tools means waiting on IT or outside vendors—slowing down your operations when agility is most needed.
How Gridlex Helps:
Gridlex puts control back in your hands with a no-code, AI-enabled app builder built for architecture firms. Your team can configure its own CRM, CA-phase time tracking, LEED compliance flags, submittal logs, or client portals—without writing a single line of code. AI agents structure raw inputs (emails, notes, attachments), trigger automations, and surface risks in real time. Whether you're routing zoning tickets, tracking reimbursables, or creating region-specific workflows, Gridlex helps you build a fully white-labeled system that fits your process—not someone else’s template. No developers. No delays. Just operational agility at architectural scale.
Integrated Resource, Position & HRMS Management for Architecture Firms
The Problem:
Architecture projects hinge on defined roles—like "Code Compliance Lead" or "Envelope Design Reviewer"—each tied to specific approvals, liabilities, and deadlines. But most HRMS and time tracking systems only follow people. When staff rotate, take leave, or resign mid-project, accountability dissolves. Approvals go missing, continuity is lost, and audits become a nightmare—especially on public or regulated projects.
How Gridlex Helps:
Gridlex tracks time, tasks, and approvals by position, not just individual. Lose your "Construction Phase Architect"? The next one steps in with full role-linked history. Run multi-firm teams? Everyone logs time and deliverables to shared position templates. This ensures traceability, eases transitions, and gives you phase-by-role analytics, reusable staffing structures, and bulletproof audit trails—especially critical for government and institutional work.
AI-Based Time Log Entry, Audit, and Monitoring for Architecture Firms
The Problem:
Time tracking in architecture is a mess—manual, delayed, and often inaccurate. Between site visits, zoning hearings, and late-night design tweaks, architects forget to log hours or rely on vague copy-paste entries. That leads to budget blind spots, missed billables, and major gaps in audit readiness. Project managers can't manage what isn't logged, and leadership loses visibility into resource burn.
How Gridlex Helps:
Gridlex uses AI to make time tracking frictionless and intelligent. Architects log time by simply emailing or speaking naturally—"3 hours updating Revit model post-client review"—and Gridlex classifies it by phase and task. It suggests missing entries from your calendar, flags inconsistencies, and learns patterns over time. You get real-time dashboards by project and phase, while reclaiming hours you'd otherwise lose—all with minimal staff effort.
External Portals for Client Approvals, Municipal Submissions & Consultant Coordination
The Problem:
Architectural projects involve a swarm of external players—clients, consultants, city reviewers—but the coordination happens in email threads, Dropbox folders, and scattered PDF markups. Milestone approvals get lost. Consultant submittals lack deadlines. Permit packages bounce between inboxes. This chaos slows delivery, erodes trust, and creates risk—especially in public or phased projects.
How Gridlex Helps:
Gridlex delivers white-labeled, structured portals for every stakeholder—clients, cities, consultants, even community groups. Clients can approve SDs or DDs with a click. Permit authorities submit markups in trackable workflows. MEP teams upload deliverables with status and due dates. Every comment, upload, or approval is versioned and linked to the project and role. You get cleaner handoffs, audit trails, and a coordinated rhythm across all external collaborators.
Project Profitability Visibility Without ERP Access for Architecture Firms
The Problem:
Project managers and lead architects are on the hook for delivery, but they're kept in the dark on budget burn. Financials live inside complex ERP systems—off-limits to most design staff. Without access, teams miss early warning signs of overruns, scope drift, or unpaid consultant invoices. By the time finance raises the flag, it's too late to course-correct.
How Gridlex Helps:
Gridlex gives teams a real-time financial mirror—budget vs. actuals, consultant invoice status, and burn rate by phase—right inside the project dashboard. No ERP access required. You get risk alerts when time logs spike, visibility into phase margins, and payment flags tied to deliverables. It's secure, filtered by role, and updated live—empowering teams to make financially smart decisions before profitability erodes.
CRM + RFI + RFP + CPQ for Proposal Generation with Phase-Wise Scoping in Architecture Firms
The Problem:
Architectural proposals are complex—phased scopes, fee tables, labor breakdowns, qualifications, reimbursables. Yet firms stitch them together with disconnected tools: CRM in one place, Word docs for proposals, spreadsheets for fees, and manual pasting from old RFPs. The result? Slow turnarounds, inconsistent scoping, and missed BD opportunities.
How Gridlex Helps:
Gridlex unifies CRM, RFI/RFP workflows, and CPQ into one architecture-focused platform. BD teams scope phases like SD or CA, assign rates, pull in resumes and project histories, and auto-generate narratives—all AI-assisted and contract-compliant. Proposals are faster, structured, and traceable. Every win or loss becomes data for the next one. Say goodbye to Frankenstein proposals—hello to phase-aligned, polished submissions.
Customer Service, Ticketing & Shared Inbox for RFIs, Field Queries & Post-Occupancy Issues
The Problem:
From CA-phase RFIs to warranty complaints six months after handover, architecture firms face a flood of project-related communication. But they manage it in shared inboxes, Excel trackers, or worse—individual staff email. Issues fall through cracks, get lost in staff transitions, or resurface as liability during disputes.
How Gridlex Helps:
Gridlex transforms every email, call, or comment into a structured ticket tied to the right project, phase, and scope. RFIs go to the right CA lead. Post-occupancy complaints are tracked to resolution. Mobile field notes become assignable tasks. Shared inboxes like ca@firm.com or warranty@firm.com keep context even when staff change. With AI-driven routing and SLA tracking, Gridlex turns reactive chaos into accountable, auditable action.
360° Customer, Revenue & Project View for Architecture Firms: Drawings, Time Logs, Changes, Issues
The Problem:
Architectural project data is fragmented—drawings in Revit, time logs in Excel, RFIs in email, and client feedback scattered across tools. This siloing makes it nearly impossible to understand the full story behind a revision, justify a change order, or analyze true project health. Teams waste hours piecing together context—and still miss critical connections.
How Gridlex Helps:
Gridlex unifies everything—drawings, time logs, issues, approvals, and revenue—into a contextual timeline. A drawing revision? It links back to meetings, RFIs, hours logged, and scope changes. Clients get a branded portal to track decisions, invoices, and issues in real time. PMs and principals get dashboards that surface burn rates, idle engagements, and scope drift. This 360° view enables smarter decisions and builds client trust.
Compliance, Regulatory & Legal Intelligence for Architecture Firms
The Problem:
Compliance in architecture is fluid—zoning laws shift, ADA requirements evolve, and LEED criteria change mid-project. But firms still treat compliance as an end-of-phase checklist. This reactive approach invites last-minute redesigns, failed submissions, and liability exposure. Worse, institutional knowledge often dies in email threads and consultant notes.
How Gridlex Helps:
Gridlex embeds compliance intelligence into your workflows. AI scans for missing checklist items, unresolved municipal comments, or outdated LEED tasks—well before milestones. Version-controlled workflows track feedback from QA leads, code reviewers, and plan examiners. You also build institutional memory: checklists by project type, resolved comment logs, and a clear history of code compliance. It's proactive, auditable, and scalable across jurisdictions.
Contract Nuance & Integration: Embedding SOW and Legal Terms into Architectural Project Delivery
The Problem:
Scope creep in architecture is death by a thousand requests—extra meetings, design tweaks, alternate layouts—all outside the agreed scope. But contracts and SOWs are buried in PDFs, not tracked daily. By the time overages are discovered, the work is done, and fees are unrecoverable.
How Gridlex Helps:
Gridlex activates your contracts. Every task, time log, and document is tagged to scope items. When activity exceeds limits, you get real-time scope drift alerts. Built-in change order workflows let teams initiate approvals, assign fees, and document decisions—before the work starts. You align delivery with contractual terms, protect margins, and build defensible audit trails—all from inside your project dashboard.
Product and Material Submittal Log Management for Architecture Firms
The Problem:
Submittal management in CA is often a scramble—Excel logs, email threads, and missing markups lead to version confusion, approval delays, and compliance headaches. A forgotten shop drawing or outdated certificate can stall inspections or open firms to liability.
How Gridlex Helps:
Gridlex turns submittals into structured, traceable workflows. Every product is linked to a spec section, routed to reviewers, and tracked through version-controlled approvals. AI flags missing documents, expired certifications, or unreviewed alternates. Clients and contractors get visibility through portals, and close-out packages are auto-compiled. You ensure compliance, speed up CA, and protect yourself legally—with zero spreadsheet chaos.
Staff Licensing & Credential Tracking for Risk Management in Architecture Firms
The Problem:
Architecture is a licensed profession—and stamping drawings without valid credentials can trigger legal and reputational disaster. But most firms track licenses with spreadsheets, risking expiration lapses, mismatches across jurisdictions, and audit failures—especially in multi-state or public work.
How Gridlex Helps:
Gridlex manages licenses, certifications, and accreditations as structured, auditable records. Roles like "Stamper of Record" are matched to valid jurisdictions. You get alerts before expirations, assign roles based on credential fit, and store documentation centrally. Whether it's NCARB, LEED AP, or a local permit registry, Gridlex ensures compliance from proposal through close-out—and protects your authority to practice.