Progress-Claim Pack Assembler | Real Minds AI
ConstructionDecisioning

Progress-Claim Pack Assembler

Pulls approved variations, milestones, dockets, photos, and timesheets into a claim-readiness checklist, flags missing evidence and inconsistent dates before submission, and never adjusts a claimed quantity or amount itself.

How it would work

One agent, grounded in your library, with citations on every paragraph.

01 · input
Member question
02 · agent
Your agent
03 · output
Cited answer or escalation
The problem it solves

Payment claims, retentions, and their supporting evidence are slow, manual, and cashflow-critical. Claim packs get assembled late from scattered evidence — site records, approvals, variations, and dockets sitting across different platforms until someone manually stitches them together against the schedule of rates. Gaps and inconsistent dates surface as disputes after submission, exactly when timing under the Security of Payment Act matters most.

This pattern compares the month's claimed work against approved variations, milestones, dockets, photos, and timesheets, and produces a claim-readiness checklist. It flags missing evidence, inconsistent dates, and items likely to be disputed — but adjusts nothing. The numbers and the submission stay with a person; the tool assembles the evidence and checks it for completeness before the claim goes out, rather than after a dispute.

TA
Tracy Anthony · Co-Founder & CEO · wrote up this design
What it would take to build

Estimated build: 3–4 weeks. Most of it is template work we've already done.

Estimated build time
3–4weeks
Diagnostic · build · soft launch · review.
Reused from template
~70%
Agent shell · retrieval · audit · deployment.
Bespoke to this skin
~30%
Evidence-source mapping, schedule-of-rates and variation matching.
stack · Airtable/Power Platform · accounting API · OCR · review UI
What it would cost for your org

Fixed scope, fixed price, fixed dates.

The cost band reflects the engagement shape, not a per-feature line item. We work on fixed scope, fixed price, fixed dates — see the services catalogue for what falls inside each band.

Engagement band
A bite-sized first piece → pilot build → embedded support. Start small, scale on proof — most builds land in the pilot band.

Considering this for your org?

The honest place to start is a bite-sized first piece — one contained change, low risk. Tell us where it hurts; we’ll play it back, scope it, and show you what’s possible.

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