Automate Certification Enquiries, RFIs, Inspections & Client Coordination
Converiqo helps chartered engineers and engineering consultancies unify enquiries, design briefs, RFIs, inspections, documentation and billing so every project runs with clarity and control.
Pressure points
Key Challenges for Chartered Engineers & Engineering Consultancies
Agentic workflows remove friction from certification, RFIs, inspections and documentation-heavy work.
Unstructured Certification & Enquiry Handling
Certification requests, stability opinions and technical clarifications land via phone, WhatsApp and email, with no standard intake, tracking or prioritisation.
Version Chaos Across Drawings, Models & Calculations
Multiple design iterations, comments and revisions often lead to confusion on which drawing set or calculation governs a specific decision or certification.
RFIs, Technical Queries & Variations Everywhere
RFIs and technical queries from contractors and site teams are scattered, making it hard to maintain logs, link responses to drawings and assess variation impact.
Inspection Scheduling & Site Coordination
Coordinating site visits, inspections, observations and certificates across cities and projects is manual, prone to delays and difficult to track.
Compliance, Authorities & Documentation Overload
Design reports, annexures, forms and authority submissions are managed in silos, increasing risk around missing documents and rework.
Limited View of Workload, Throughput & Quality
Without unified data on project status, RFIs, inspection findings, cycle times and client feedback, it is hard to improve utilisation and engineering quality.
How Converiqo Transforms Chartered Engineering Workflows
Automation & AI align enquiry intake, RFIs, inspections, documentation and billing into one coherent project journey.
AI-Powered Enquiry & Intake Engine
Capture and qualify certification requests, project enquiries and referrals with structured intake flows instead of unstructured calls and emails.
Client Self-Service & Documentation Hub
Give clients a single space to upload documents, track status, view requirements and raise clarifications, with fewer follow-up calls.
Ticketing & Workflow Automation Across Projects
Standardise RFIs, inspections, approvals and report workflows with ticketing, SLAs and escalation rules instead of ad-hoc coordination.
Knowledge & Feedback-Driven Engineering Practice
Turn standards, templates, references and feedback into a shared knowledge base that continuously sharpens engineering output.
Core module
Modules Tailored for Chartered Engineers
Structured intake and qualification for certification enquiries and engineering projects.
Automation Flow
Sales / Lead Engine: Certification & Project Enquiries
Capture enquiries from builders, architects, contractors, OEMs, industries, government departments and portals with automatic source tagging.
Tag each enquiry by project type, discipline (structural, civil, MEP, infrastructure), location, value, stage and required certification or output.
Use guided intake flows to capture essential details, drawings, codes, standards, timelines, site conditions, dependencies and authority requirements.
Score and prioritise opportunities by complexity, revenue potential, deadlines and strategic importance for the practice.
Trigger proposal and fee workflows (lump-sum, time & material or milestone-based) with built-in approval trails and revision history.
Track every opportunity from enquiry to proposal, appointment, active project, certification delivered and repeat engagement in a single pipeline view.
Automation Flow
Customer Self-Service: Document Intake, Status & Clarifications
Provide clients with a secure portal or chat journey to upload drawings, models, specifications, soil reports, test certificates and previous approvals.
Show clear status for each engagement, intake under review, clarifications requested, design in progress, draft report ready, under review and finalised.
Offer guided checklists per service type (stability certificate, structural review, safety audit, peer review, MEP design vetting, etc.) so clients know exactly what is required.
Allow clients to book inspection slots or propose site visit dates with automated confirmation and reschedule flows.
Expose FAQs on scope, exclusions, assumptions, liability, authority expectations and documentation standards to reduce repetitive explanatory calls.
Enable structured clarification requests that directly link to a project, drawing set or report section instead of free-form messages.
Automation Flow
Feedback / Survey: Client Experience & Project Learning
Trigger feedback requests at key milestones, proposal acceptance, certification delivery, project close-out and post-occupancy where relevant.
Capture ratings for responsiveness, technical depth, clarity of documentation, practicality of recommendations and overall satisfaction.
Collect feedback from multiple stakeholders, client project managers, architects, contractors and internal quality leads, for a fuller view.
Use NPS-style questions to measure likelihood of recommending the practice to peers, architects and developers.
Log qualitative comments around improvement areas, documentation standards, communication gaps and coordination challenges.
Feed insights back into templates, checklists, review processes and knowledge base entries to continuously improve engineering delivery.
Automation Flow
Knowledge Management: Standards, Templates & Technical Memory
Maintain a central knowledge base of codes, standards, design guides, authority circulars and internal engineering notes accessible via conversational search.
Store vetted templates for reports, certificates, design briefs, RFI responses, inspection formats and authority submission packs by jurisdiction.
Link RFIs, clarifications and common issues to reusable guidance notes so future teams can respond faster with consistent quality.
Create discipline-wise libraries of typical details, calculation approaches, risk checklists and learning from past non-conformities.
Provide junior engineers with self-service access to previous projects, sample reports and decision rationales for faster onboarding.
Surface best-practice suggestions inside workflows, for example when drafting a certificate, responding to an RFI or preparing an inspection note.
Automation Flow
Ticketing & Workflow Automation: RFIs, Inspections & Approvals
Convert all clarifications, RFIs, design change requests and documentation issues into tickets with clear owners, priorities and due dates.
Design standard workflows for key services, design review, certification, safety audit, failure investigation, with defined steps and gates.
Automate inspection scheduling, visit confirmation, checklists, photo capture, non-conformance logging and certificate generation in one flow.
Route RFIs and technical queries to the right discipline lead, track response times and maintain a searchable log linked to drawing sets and BOQs.
Connect timesheet and effort logs to specific tickets, milestones and projects to support billing accuracy and utilisation analysis.
Raise alerts when approvals, authority responses, client inputs or internal reviews are overdue, reducing last-minute rush and rework.
Stakeholder outcomes
Benefits Across Principals, Engineers, Site Teams & Clients
Everyone from chartered engineers to developers and contractors works from the same structured project journey.
Principals & Chartered Engineers
- Gain a clear, real-time view of project pipelines, RFIs, inspections, reports and billing across the practice.
- Reduce time lost in firefighting and manual coordination, freeing more time for complex engineering judgment.
- Strengthen reputation with predictable turnaround, better communication and more consistent documentation quality.
Project Engineers & Design Teams
- Work from structured briefs and clearly logged clarifications instead of searching through old threads.
- See exactly which drawings, models and calculations are current for each discipline and milestone.
- Use knowledge base suggestions and historic RFIs to accelerate work while maintaining rigour.
Site Teams & Inspecting Engineers
- Coordinate site visits, inspections and follow-up visits with clear checklists and automated documentation.
- Capture observations, photos, punch lists and non-conformities in structured forms that link to project records.
- Generate and issue digital inspection notes and certificates faster, with less manual rework.
Clients, Developers & Contractors
- Track status of reports, certifications, RFIs and inspections without needing to chase multiple contacts.
- Upload required documents once and see clearly what is pending from their side.
- Receive clearer, more traceable communication around variations, assumptions and design decisions.
Finance, Commercial & Admin Teams
- Link engagements, milestones and timesheets directly to invoices, collections and ageing dashboards.
- Automate reminders for retainers, milestones and overdue fees with professional, context-aware messaging.
- Reduce leakage from missed variations, unbilled RFIs and undocumented additional services.
Quality, Compliance & Internal Review
- Use ticket and workflow data to understand where delays, rework and errors originate in the process.
- Ensure audits can see full trails of decisions, documents, RFIs and approvals for each project.
- Continuously refine SOPs, templates and standards based on real-world issues and feedback.
Deployment fit
Capabilities for Every Chartered Engineering Setup
From independent chartered engineers to multidisciplinary consultancies.
Independent Chartered Engineers
Manage certifications, safety opinions, peer reviews and investigations with structured intake, documentation and billing workflows.
Boutique Engineering Consultancies
Coordinate design, supervision and certification work across a lean team without losing control over RFIs and documentation.
Multidisciplinary Design & Supervision Firms
Standardise workflows across structural, civil, MEP and infrastructure disciplines while preserving discipline-specific nuance.
Authority Liaison & Approval Specialists
Handle complex authority submission journeys, queries and resubmissions with better tracking and documentation control.
Industrial & OEM Engineering Partners
Support plant, equipment and OEM projects with clearer coordination across owner teams, vendors, contractors and authorities.
Project Management & Owner-Engineer Roles
Give owner-representative engineers visibility into all technical queries, decisions, inspections and certifications across portfolios.
Proof of impact
Chartered Engineers on Running a Tighter Practice
Engineering Practices Run Smoother on Converiqo
40-50%
Reduction in email-based clarifications
30-40%
Faster turnaround on certificates & reports
20%+
Improvement in client satisfaction scores
3x
Increase in visibility across active RFIs & inspections
Customer voice
“Converiqo helped us turn a maze of emails, RFIs and inspection notes into clear, trackable workflows. Our team has better control on documentation, and clients now have full visibility on where things stand.”
Rajesh Nair, Principal Chartered Engineer & Managing Partner
Need-to-know
Frequently Asked Questions
Answers for chartered engineers, consulting practices and their clients.
How can agentic AI support chartered engineering practices?
+
Agentic AI automates project inquiries, organizes documentation workflows, and improves communication between clients, contractors, and engineering teams. It supports certification requests, inspections, approvals, and report submissions with higher accuracy.
What challenges do chartered engineers face in daily operations?
+
Engineers struggle with document overload, delayed clarifications, technical queries, version mismanagement, compliance updates, and scattered communication across stakeholders. Automation centralizes tasks and reduces operational friction.
Can automation improve engineering assessment and certification workflows?
+
Yes. Automation tracks submissions, manages project evaluations, sends reminders, organizes approval steps, and flags pending documentation. It ensures smoother delivery of technical reports, safety audits, and compliance certifications.
How does AI enhance communication with engineering clients?
+
AI provides automated updates on document status, inspection schedules, report readiness, clarification requests, delays, and ticket resolutions, offering full transparency throughout the engineering engagement.
Which KPIs should chartered engineers track using automation tools?
+
Key KPIs include report turnaround time, clarification response speed, client satisfaction, project throughput, ticket resolution time, and error reduction rate, helping engineers maintain high service standards.
How does Converiqo’s Lead Engine increase engineering project conversions?
+
The Lead Engine captures inquiries from builders, industries, architects, consultants, and compliance departments. It tags project type, urgency, documentation complexity, location, and required certification, helping engineers convert high-value leads quickly.
How does Customer Self-Service support engineering clients?
+
Customer Self-Service allows clients to upload technical documents, track report status, access guidelines, submit clarifications, review FAQs, and monitor inspection schedules anytime, reducing repeated calls and emails.
Why should chartered engineers use Converiqo’s Ticketing System?
+
The Ticketing System organizes clarification requests, documentation issues, compliance concerns, report corrections, payment queries, and revision needs. It ensures structured communication and faster resolution.
How does workflow automation improve engineering project execution?
+
Workflow Automation standardizes review sequences, inspection checkpoints, approval flows, report finalization steps, and escalation rules. It improves accuracy and reduces delays for certification and engineering outputs.
How does knowledge management and feedback enhance engineering quality?
+
Knowledge Management stores SOPs, safety standards, engineering references, templates, and compliance documents. Feedback insights reveal client expectations, communication gaps, and performance metrics, helping engineers refine delivery standards.
Engineering excellence
Ready to Automate Certification, RFIs, Inspections & Documentation?
Plug Converiqo into your chartered engineering practice to streamline enquiries, project intake, RFIs, inspections, documents and billing while keeping engineers focused on high-value technical work.