We spend time in your office and on a job or two, see how bids, RFIs, and daily logs really move, and leave you with an approved tool list, a written AI policy, and a short list of where AI pays off first.
We watch how estimating, project management, and the field trade paperwork, from bid invites to daily logs, photos, and change orders.
An inventory of the AI features in your estimating, PM, and accounting software, and the free tools staff use, with each vendor’s data terms checked.
A plain-language policy and approved tool list: what bid numbers, drawings, owner data, and employee records can go where, and who reviews AI output.
A ranked list of first wins for your trade, with the tools to use, the people involved, and what to leave alone for now.
Every assessment is scoped to your headcount, locations, and tools. Tell us how your business runs and we’ll send a scope and a quote.
A home care agency ran its schedule on a decades-old HIPAA-compliant platform with no API. We audited the office's workflows, budget, and compliance needs, then built two Claude Cowork automations: open-shift scheduling (5 minutes to 39 seconds per household) and HR email drafting (40% less time).
AI audits for small businesses run from about $1,500 to $25,000 in 2026. Here is what drives the price, what you should get for it, and how to avoid overpaying.
A practical guide to writing an AI usage policy your team will actually follow, with a plain-language starter template covering approved tools, data rules, and disclosure.
Usually one or two. Most AI work happens in the office, but daily logs, photos, and field reports start on site. Seeing how a superintendent captures them shapes what we recommend.
An owner or principal, your lead estimator, a PM, and whoever runs the office or accounting. Each sees a different part of the paperwork. We keep interviews short so nobody leaves a job for long.
We tell you what fits. SafeLab is vendor-neutral and resells nothing. Often the best first step is turning on AI features you already pay for in your estimating or PM software.
It can. The policy sets what your staff share, and we add a short section on what you expect from subs and design consultants handling your project documents.