Example agent design
Bid Scope Review Agent for Contractors
A bid scope review agent reads the spec book, addenda, and bid forms into a scope-gap matrix by trade, and flags terms such as pay-if-paid, notice periods, and liquidated damages for the chief estimator and counsel. This is a starting design. An AI Blueprint adapts it to your goals and the systems it will connect to.
- Owner
- The chief estimator, who owns the bid; counsel reviews flagged terms
- Reads
- The spec book and addenda · Bid forms and the bid package · The company's scope templates by trade
- Never writes
- Bid prices, quantities, or a bid submission, and no acceptance of contract terms. Flagged terms go to counsel, and it gives no legal interpretation.
- Typical cost
- AI Blueprint $4,500–$7,500, credited toward the build. Typical first build $18,000–$35,000, or start local at $4,500–$9,500. Agent Operations after launch $2,500/mo for one production agent. See the first engagement
The workflow
Bid-day scope review today and with the agent
Planning comparison only. Scope, timing, and outcomes vary by data, workflow, approvals, adoption, and implementation conditions.
- Scope by trade
- TodayBuilt by reading the spec book section by section.
- With the agentDrafted as a scope-gap matrix by trade from the spec book and bid forms.
- Addenda
- TodayChecked against the original set by hand.
- With the agentEach addendum's changes carried into the matrix.
- Contract terms
- TodayFound while reading the full package.
- With the agentPay-if-paid, notice periods, and liquidated damages flagged for counsel.
- The bid
- TodayPriced and submitted by the estimator.
- With the agentUnchanged. The estimator prices and submits.
How it runs
Five steps from bid package to scope matrix
An illustrative solution design, not a reported client result. The AI Blueprint maps it to the company's own trades and scope templates.
- 01
Load the bid package
Reads the spec book, addenda, drawings list, and bid forms.
- 02
Build the scope matrix
Drafts scope by trade against the company's scope templates.
- 03
Carry the addenda
Carries each addendum's changes into the matrix and marks what changed.
- 04
Flag the terms
Flags pay-if-paid, notice periods, liquidated damages, and similar terms for counsel.
Estimator review point
- 05
The estimator decides
The chief estimator reviews the matrix, prices the work, and submits the bid.
Estimator review point
Systems
The systems it reads
- Bid documents
- The spec book, addenda, and bid forms in Procore, Autodesk Construction Cloud, or Microsoft 365.
- Scope templates
- The company's scope templates by trade, approved by the chief estimator.
Technologies ITECS evaluates and integrates through supported APIs and exports; listing a product does not imply a formal partnership or a certified connector. The AI Blueprint confirms the systems each company runs.
Controls
Read-heavy and write-controlled by design
- Read-heavy
- Reads the systems listed above through access scoped to this workflow.
- Write-controlled
- Writes nothing listed under Never writes in the spec at the top of this page. Anything it drafts waits at the approval points below.
- Approval points
- The chief estimator reviews the scope matrix and every flag, and counsel reviews flagged contract terms.
- Audit trail
- Each run keeps its inputs, sources, output, and the reviewer's decision.
In this design
- Flagged contract terms go to counsel. The agent gives no legal interpretation of a term.
- Access mirrors project permissions in the source systems, and joint-venture and owner-confidential projects stay isolated.
- Claims workspaces stay restricted, and counsel reviews any claim or notice language.
- Each figure, flag, and draft traces to its source record and a reviewer, and data gaps such as missing logs or uncoded costs are reported, not guessed around.
- ITECS does not provide legal, accounting, or engineering advice through its agents, and no design promises an outcome. The agent prepares and checks; the company's PMs, controllers, design professionals, and counsel decide.
Deployment fit
Where this design can run
- Hosted AI Agents
- Runs in a governed Linux environment ITECS operates, on frontier models through enterprise API agreements, connected to the bid documents and the company's scope templates through controlled integrations, with human review and an audit trail.
- Local AI Agents
- A Local variant runs in one estimator's own Claude, Codex, or Copilot workspace, over the bid documents that estimator has. A shared scope library for the estimating group runs hosted.
Typical first engagement
Start with an AI Blueprint
The AI Blueprint sets the actual build rung and its fixed-fee not-to-exceed. The rows below show the typical path and the catalog range for each step.
- FirstAI BlueprintAgent Discovery & Technical Specification. Credited toward the build.$4,500–$7,500
- Typical first buildSingle-Workflow Production AgentIt is a single-workflow build because it runs one primary workflow, bid documents to scope-gap matrix, with a human-in-the-loop review path.$18,000–$35,000
- Or start localLocal Agent SprintOne workflow · 1–2 data sources$4,500–$9,500
- After launchAgent Operations, one production agent$2,500/mo
Prices from the published AI pricing catalog. Every guided or delivered agent build is archived in the ITECS client vault: workspace configuration, skills, prompt libraries, data-source maps, and usage documentation.
Customize this design
Bring your goals and your systems. The AI Blueprint decides the scope and the systems, not this example, and ends with a fixed-fee not-to-exceed for the build.
FAQ
Bid Scope Review Agent FAQ
Does the agent price the bid?
No. It drafts the scope-gap matrix and flags terms. The estimator prices the work and submits the bid.
Does it read drawings for quantities?
No. This design reads the spec book, addenda, and bid forms for scope and terms. Quantity takeoff stays with the estimator and the company's takeoff tools.
Who reviews the flagged terms?
Counsel. The agent flags terms such as pay-if-paid, notice periods, and liquidated damages, and gives no legal interpretation.
Can one estimator start on their own desktop?
Yes. A Local Agent Sprint builds one estimator's scope agent in their own Claude, Codex, or Copilot workspace. When the estimating group wants a shared scope library, it moves to a hosted build.
Is this legal, accounting, or engineering advice?
No. ITECS does not provide legal, accounting, or engineering advice through its agents. The agent applies rules the company approved and drafts or flags for review; PMs, controllers, design professionals, and counsel decide, and no design promises an outcome.
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