AI and Automation for Construction Professional Services

Your expertise,
doing more.

Charlo drafts from your own documents, with citations. Your experts check, decide and send.

Charlo Efficiencies Pty LtdMelbourne, Australia charlo.com.au
01
The premise

Your best work is
already written.
It is just hard to reach.

Old proposals, cost plans, contracts and registers hold most of what your team knows. Charlo's AI reads them, keeps them in reach, and drafts the next document from them. Automation that is useful where it saves hours, and controlled where it matters.

UsefulDrafts the routine work in minutes
ControlledA person approves every step
CitedEvery answer shows its source
Charlo CPS01 · Premise
02
What Charlo does

The set.

A sample of what we run, not the full set. We build new tools around what your organisation needs.

03Work Ahead CRMPipeline from the documents themselves 04QS Knowledge BaseCited answers from your own cost plans 05CommercialsBudget, variations, claims 06Proposal DrafterFirst cut from work already done 07Consultant AgreementsDrafted and reviewed from your knowledge base 08Variation DrafterPrepared and assessed end to end 09Project ReportWeekly or monthly reports, drafted 10Registers HubEvery register in one hub 11Meeting MinutesAudio and notes to structured minutes
Charlo CPS02 · Register
03
Work Ahead CRM

Drop the RFP in.
It comes back
filled in.

  • Client, project, dates and scope read straight out of the document. You check them, you do not retype them.
  • Responses stay linked to the request they answer. One workflow from request to response to result.
  • The board pack comes off the same screen.
Work Ahead CRM extraction review
Pipeline and win rate, live
$3.88mPipeline in play · demo portfolio
63%Win rate · demo portfolio
1 clickBoard pack export
Charlo CPS03 · Work Ahead CRM
04
QS Knowledge Base
Elemental rates with source evidence
Every figure cited, click to source

Every rate
carries its
source.

  • Built on your own cost plans and rate data. Ask by sector, element, state and locality.
  • Back in about fifteen seconds: rates adjusted to the target state and locality, with the source project named against every figure.
  • Click any rate and it opens your original cost plan with the passage highlighted, exactly where the figure came from.
  • Your library stays your exclusive IP. Isolated to your organisation, never used for anyone else's answers, and it does not read the internet.
BCITime-adjusted to your index period
15sQuestion to cited answer
TraceableSource project on every rate
Charlo CPS04 · QS Knowledge Base
05
Commercials

Know the number
before the
meeting.

  • Budget, commitments, variations, claims, contingency, provisional sums, separable portions and cash flow. One record, not eight spreadsheets.
  • Original against current on every budget line, and over-committed lines flag themselves.
  • Claims: Charlo reads the builder's claim into your breakdown; adjust, certify and issue the certificate from the same record.
  • The cost report is the same data, not a re-keyed copy. Variations, claims and contingency track through it as they land.
Budget tree, accounting view
The position, live
$23.1mCurrent budget · demo
$18.3mCommitted
FlaggedExposure surfaces itself
Charlo CPS05 · Commercials
06
Proposal Drafter
Markdown editor with Word export panel
Branded Word export

A first cut from
work you have
already done.

  • Upload the RFP and it maps the sections you actually have to answer.
  • Each section drafts from your past content, with the evidence it used.
  • It flags what still needs a person rather than leaving you to find the gaps.
  • Out the other end: a branded Word proposal.
Charlo CPS06 · Proposal Drafter
07
Consultant Agreement Drafter
Consultant Agreement Drafter
Extract clauses, captured

Agreements reviewed
against your rules.

  • Upload the agreement and set the checks that matter to you: one-sided indemnities, insurance, IP, payment terms, anything that has caught you out before.
  • Every check is assessed with extract clauses quoted straight from the agreement, so nothing rests on a summary.
  • You review and adjust the assessment queries before it runs. Your judgement stays in charge.
  • Out the other end: executive summary, risk overview table, findings per check, as a branded Word report.
Charlo CPS07 · Consultant Agreement Drafter
08
Variation Drafter

From claim to
determination.

  • Set up once at the project's outset: Charlo reads the whole contract, schedules and all, and builds a profile of the variation rules, time bars and who is responsible for what. You review and confirm it before it is used.
  • When a claim lands, upload the notice, quotes, directions and correspondence.
  • It checks the timeline and entitlement, applies the contract's valuation rules, and works the time and cost. You are always the final decision maker.
  • Out the other end: a ready-to-issue determination letter, branded in Word.
Variation Drafter
Critical issues, up front
Charlo CPS08 · Variation Drafter
09
Project Report
Project Report
KPI cards, live from the record

The project report,
drafted.

  • The periodic report, drafted from the project's own record. Weekly, monthly, or whatever cadence the project runs on.
  • Sections, KPIs and format are customisable to the project and its stakeholders, from PCG pack to a one-page client update.
  • Every organisation and project in one portfolio, periods locked or in draft at a glance.
  • Client-ready as PDF, or a live web view link in the client portal.
Charlo CPS09 · Project Report
10
Registers Hub

Every register,
one hub.

  • Actions, risks, variations and approvals, live across the whole project.
  • Variations pull straight from Commercials, so registers and cost agree.
  • Minutes sections save to the same registers.
Registers Hub
Variation register
Charlo CPS10 · Registers Hub
11
Meeting Minutes
Meeting Minutes
Minutes builder

Minutes, actions,
rolled forward.

  • Meeting audio and notes turned into structured minutes.
  • Attendees, agenda and actions in sections, issued as PDF.
  • Actions roll forward to the next meeting instead of dying in the file.
Charlo CPS11 · Meeting Minutes
16
One tool, every role

A different outcome
at every level.

Owner / Director Key-person risk, PI, margin, business value. Expertise becomes an asset that can't resign.
Senior Being the bottleneck. Growing juniors. Charlo drafts, you decide. Leverage without cloning yourself.
Mid-level Deadlines, rework, lost evenings. First draft done and cited. You bring the judgement.
Junior Drowning, grunt work, learning on the run. Punch above your experience, with the source.
Business development Win rate, responsiveness, credibility. Respond faster, with evidence.
Charlo CPS12 · Roles
13
Security schedule

Security, in plain terms.

SovereignData at rest in Australia. Private environment, Azure Sydney.
IsolatedYour organisation only.
Never trained onNever used to train anyone else's AI.
AlignedACSC Essential Eight aligned.
InspectableEvery run logged and inspectable.
Charlo CPS13 · Security
14
The names on the title block

Built by people who have
done the work, not a tech vendor.

James Armitage

James Armitage

Construction · Director

Twenty-six years in construction: carpenter to site manager to project director, Melbourne Airport to a Tier IV data centre, plus sixteen years running his own project management consultancy. He has lived the document grind Charlo removes.

Geoff Fletcher

Geoff Fletcher

Software · Director

Twenty years engineering software people rely on: document management systems, education platforms, and now Charlo. He worked with James inside a construction business, and he builds Charlo the way he builds everything: properly.

Charlo CPS14 · People
15
Pricing

What it costs.

Published plans, ex GST.

Starter
$999
per month · no lock-in
  • Reports hosted 10 / mo
  • Workflow runs 20 / mo
  • KB queries 500 / mo
  • Concurrent users 3
Growth
$1,999
per month · no lock-in
  • Reports hosted 30 / mo
  • Workflow runs 60 / mo
  • KB queries 1,500 / mo
  • Concurrent users 10
Enterprise
From $9,999
per month · annual commitment
  • Reports hosted 100 / mo
  • Workflow runs 200 / mo
  • KB queries 10,000 / mo
  • Concurrent users 25

Every plan: MSA included, grounded answers with citations, Australian hosting, human led review and sign off. Full plans and limits.

Charlo CPS15 · Pricing
12
See it on your own work

Send a real example.
We'll build it in front of you.

ai@charlo.com.au 03 9961 6012 Plans and pricing
Charlo Efficiencies Pty LtdABN 70 687 967 219 charlo.com.au