Illustrative project workspace with plans, a laptop and a tablet
Solutions / Internal Tool

Permit Packet Builder

A consistent way to collect, review and hand off project documentation.

The purpose

Reduce repeated document collection and make missing inputs visible before a packet is handed off. Requirements are checked for the specific project and reviewing authority. Not delivered to a client.

A useful handoff includes

  • Project intake and document inventory
  • Jurisdiction-specific review checklist
  • Missing-item and revision tracking
  • An organized packet for authorized review

How we approach it

Start with the existing record and the people responsible for the work. Define the next decision, agree on the required inputs and test the handoff with a representative project. Keep open questions visible until they have a clear resolution.

Internal tool, used inside our own practice; not delivered to a client. Images are illustrative.

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