Agentic AI for Freelance Architects
Capture enquiries, automate proposals, manage site visits and keep clients informed across the project lifecycle.
Pressure points
Key challenges for freelance architects
Agentic workflows remove friction across enquiries, approvals and site coordination.
Enquiry overload across channels
Clients contact you by WhatsApp, email and social DMs. Important decisions get buried and follow-ups slip through the cracks.
Unclear scope and slow approvals
Multiple revision rounds and missing approvals create scope creep and delay delivery timelines.
Site visit coordination
Scheduling visits, capturing measurements and sharing on-site photos with consultants is slow without a mobile workflow.
Manual proposals and billing
Rewriting proposals and chasing milestone payments wastes billable hours.
Ad hoc workflows
Without standard templates, projects follow different paths, leading to inconsistent delivery quality.
Low client visibility
Clients want frequent updates, but teams struggle to provide consistent, verifiable progress reports.
How Converiqo transforms studio operations
Automation and AI synchronise every step from lead to handover while keeping clients in the loop.
AI Lead Engine
Capture, qualify and book discovery calls automatically so you convert enquiries faster.
Client Self-Service
Let clients check FAQs, book slots and download documents without calling your studio.
VoC and Feedback
Post-project surveys, NPS and sentiment analysis to turn satisfied clients into referrals.
Marketing Automation
Automated nurture sequences and case study outreach to keep leads warm.
Core module
Project Enquiry and Client Conversion Engine
Automated lead capture, qualification and conversion for architecture enquiries.
Automation Flow
Sales / Leads Engine
Capture enquiries from website widget, WhatsApp, Instagram DMs, email and referral forms with automatic source tagging.
Auto classify enquiries by project type, budget, location and urgency to prioritise high value prospects.
Instant discovery call and site visit scheduling with Google Calendar or Outlook sync.
Generate proposal drafts from templates with scope, milestones, inclusions and milestone billing ready for e-sign.
Automated follow-up sequences for pending quotes, unbooked calls and inactive leads.
Track lead stages with funnel analytics: enquiry, qualified, proposal sent, negotiation and closed won or lost.
Automation Flow
Client Self-Service
Client portal and chat widget for FAQs, appointment slots and project milestones.
Live project status updates across phases: enquiry, concept, design development, working drawings and construction support.
Document library for briefs, signed contracts, approved drawings, invoices and schedules.
Clients can raise design queries, change requests and documentation requests directly through the portal.
Automated reminders for approvals, payment milestones and pending clarifications.
Self-service appointment rescheduling for design reviews and site visits.
Automation Flow
Feedback and VoC
Automated feedback collection after milestone delivery, major revisions and final handover.
Structured surveys for design quality, communication clarity, responsiveness and overall client satisfaction.
Sentiment analysis to detect dissatisfaction early and trigger corrective workflows.
Capture testimonials for use in portfolio, marketing and referral programs.
NPS scoring to understand promoter and detractor segments across project types.
Feedback trend analysis for improving internal processes and consultant performance.
Automation Flow
Marketing
Automated nurture sequences that share portfolio work, past case studies and available consultation slots.
Seasonal campaigns for renovation windows, interior upgrade seasons and festive home improvement periods.
Referral tracking with automated codes, follow-up reminders and reward mechanisms.
Drip campaigns that educate prospects on design process, timelines and fees.
Retargeting sequences for leads who viewed proposals but did not book.
Analytics dashboards showing open rates, click rates, conversion and attribution.
Automation Flow
Workflow Automation
Approval flows for concept, design development, working drawings and permit submissions.
Conditional workflow branches triggered by payments, approvals or consultant deliverables.
Pre-built project templates for renovation, new build, interiors and documentation only services.
Automated creation of tasks for consultants and contractors based on approved drawings.
Delay alerts when approvals or deliverables exceed expected timelines.
Workflow audit trail for regulatory, permit and client communication transparency.
Stakeholder outcomes
Benefits Across Studio Leadership and Teams
Everyone from principals to contractors benefits from automated enquiries, site reporting and feedback collection.
Principals and Freelance Architects
- Clear pipeline and fewer missed enquiries.
- Automated proposals and milestone billing reduce admin.
- Faster approvals and better cash flow.
Project Managers
- Single source of truth for site notes, tickets and approvals.
- Standard checklists reduce rework and delays.
- Easier handoffs to consultants and contractors.
Clients and Homeowners
- Transparent timelines and instant status updates.
- Quick answers to routine questions without waiting.
- Confidence in documented approvals and change orders.
Consultants and Contractors
- Clear tasks, attached drawings and deadlines.
- Reduced coordination friction and fewer on-site clarifications.
- Traceable instructions and fewer errors.
Finance and Billing Teams
- Milestone based invoicing flows with fewer manual follow-ups.
- Clear visibility into pending payments and approval linked billing.
- Reduced disputes with documented change orders and version control.
Operations and Site Coordination Teams
- Centralised access to checklists, drawings and on-site instructions.
- Real-time updates from site visits lead to faster closure of action items.
- Standardised reporting improves coordination across contractors and specialists.
Deployment fit
Capabilities for Every Studio Setup
From independent principals to small studios coordinating multiple consultants.
Solo Principals
Run one project at a time, capture enquiries and manage site visits without extra staff.
Small Studios
Unified pipeline for multiple projects and standard workflows for consistent delivery.
Consultant Coordination
Share tasks, drawings and site notes with consultants in one place.
Permit and Documentation Ready
Keep permit checklists, submission bundles and version control for audit ready deliveries.
Proof of impact
Real studios on measurable change
Studios run smoother on Converiqo
30% increase
Enquiry to project conversion
40% faster
Approval cycle time
3-6 hours per week
Admin time saved
NPS up 18 points
Client satisfaction improvement
Customer voice
“Converiqo helped me stop chasing approvals and start finishing projects. Site visit logs, photos and client summaries saved me hours each week.”
Ananya Rao, Freelance Architect
Need-to-know
Frequently asked questions
Answers for principals, project managers and clients.
How can agentic AI support freelance architects daily?
+
Agentic AI automates client enquiries, manages project communication and organises design workflows. It helps freelance architects stay efficient and responsive while handling multiple clients or residential and commercial projects.
What common operational challenges do freelance architects face?
+
Freelancers struggle with scattered communication, delayed approvals, unclear requirements and manual follow-ups. Automation centralises conversations and ensures clients stay informed throughout the design cycle.
Can automation improve project conversion for freelance architects?
+
Yes. Automation nurtures leads, sends structured proposals and simplifies follow-ups. It helps architects convert more enquiries into paid consultations or full-scale design and planning projects.
How does AI enhance communication with architecture clients?
+
AI provides quick answers about project stages, timelines, deliverables and site visit requirements. It reduces repetitive coordination and ensures clients receive consistent, reliable updates.
What KPIs should freelance architects track using automation?
+
Important KPIs include enquiry-to-project conversion, approval cycle time, ticket resolution speed, client satisfaction and project delivery timelines.
How does Converiqo’s Lead Engine improve project enquiries?
+
Converiqo’s Sales and Lead Engine captures leads for renovations, layouts, interior design, structural planning and site assessments. It tags urgency and project type - helping architects prioritise and convert more clients.
How does Converiqo’s CSSE enhance client self-service?
+
Converiqo’s Customer Self-Service enables clients to review FAQs, timelines, deliverables, appointment slots and project progress. It reduces repetitive calls and improves communication clarity.
Why should freelance architects use Converiqo’s Ticketing System?
+
Converiqo’s Ticketing System manages design changes, document requests, site issues and clarification needs. It ensures every concern is tracked, assigned and resolved faster.
How does Converiqo’s Field Service Management help site operations?
+
Converiqo’s Field Service Management manages site visits, captures inspection notes, tracks follow-ups and logs on-ground updates. It ensures architects stay organised even across multiple project locations.
How do Converiqo’s workflows and knowledge base support architects?
+
Workflow Automation standardises approval steps, revisions and document submissions. Converiqo’s Knowledge Management stores drawings, SOPs, material references and project guidelines, improving service accuracy and client experience.
Studio automation
Start with one project. Scale when you are ready.
Plug Converiqo into your studio to streamline enquiries, site visits, change requests and client updates.
Easy to start - add a widget, connect a calendar and run on one project first.