Know which constructability review leads are worth site walk time
Every constructability review request captures design status, drawing availability, and project concerns before it reaches your CRM, along with uploaded architectural and engineering drawings for review-ready context.
The exact intake your constructability review leads complete
This is the real 6-question guided intake for Constructability Review — the same flow your customers finish before you ever pick up the phone.
What a qualified constructability review lead should tell you
Constructability review is a design-build service that evaluates a project's drawings and design stage for cost, schedule, code compliance, and trade coordination risk before construction starts. The intake needs to know how far along the design is and whether a full drawing set exists to determine if the project is ready for a detailed review.
- Current Status Project Design
- Commercial Project This
- Have Full Architectural And
- Main Concerns This Review
- Property Owner, Developer, Or
- Estimated Construction Budget This
The questions your team needs answered
Every constructability review intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the current status of your project design? | Design status separates projects with construction documents nearly complete or already permitted from early concept work still far from a site walk. |
| What type of commercial project is this? | Identifies whether the project is office, retail, industrial, healthcare, or multifamily so the review gets assigned to someone who knows that building type's codes and systems. |
| Do you have full architectural and engineering drawings available for review? | Confirms an AE drawing set actually exists, since a review can't be scheduled without full plans to walk through. |
| What are your main concerns for this review? | Surfaces whether the owner is worried about cost, schedule, code compliance, coordination, or site conditions so the reviewer can prepare for the right risk areas before the site walk. |
| Are you the property owner, developer, or authorized representative for this project? | Confirms the requester has decision-making authority over the project, screening out inquiries from parties without authority to hire your team. |
| What is the estimated construction budget for this project? | Signals project scale so larger $5 million-plus or $20 million-plus budgets can be routed to the reviewers who handle bigger commercial work. |
How Cliont scores constructability review leads
Every answer is weighted automatically — no manual review required.
Value signals
- Concept or schematic design
- Design development
- Construction documents nearly complete
- Permitted, not yet started
- Already under construction
- Have Full Architectural And: yes
Disqualifiers
- Not sure yet
See the lead your team receives
Constructability Review Lead
From first click to qualified lead
Follow owners and general contractors through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They add photos & plans
Site photos and plans come attached, so you scope before you bid.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for constructability review workflows
| Cliont capability | Constructability Review application |
|---|---|
| Conditional scoring | Weighs design status and drawing availability together so construction-documents-ready projects with a full drawing set surface above early concept-stage inquiries. |
| Document upload | Collects the architectural and engineering drawing set directly in the intake so reviewers aren't chasing files before scheduling a site walk. |
| Multi-select tagging | Captures selected concerns, cost, schedule, code compliance, coordination, or site conditions, and tags each lead so it reaches the reviewer with matching expertise. |
| CRM routing | Sends qualified constructability review requests, along with budget tier and project type, straight into your CRM pipeline for tracking. |
Common constructability review lead scenarios
Early concept-stage inquiry
An owner submits a project still at concept or schematic design without a full drawing set; the intake still qualifies it but flags it as earlier-stage than a construction-documents-ready project.
Construction documents nearly complete
A full AE drawing set is available and construction documents are almost finished, which scores highest and moves straight into your CRM as review-ready for a detailed site walk.
Permitted project with missing drawings
The project is already permitted but the requester can't upload drawings yet; the intake still captures budget and concerns while flagging that the AE set needs to be gathered before scheduling.
Large-scale industrial budget
An industrial project over $20 million with trade and system coordination listed as a concern gets routed with enough context to queue it for a senior review team.
Unclear ownership authorization
The requester answers no to being the owner, developer, or authorized representative, so the lead still gets captured but flagged for verification before the team commits site walk time.
Connect Cliont to your workflow
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Notify your team
Email, SMS, Slack
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Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
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Only pay when you receive a qualified lead.
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- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
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- Charged only for submitted leads
More design-build intake templates
Constructability Review lead-intake FAQs
How does the intake score projects at different design stages?
The intake weights construction documents nearly complete and permitted-but-unstarted projects highest since those are closest to a review-ready state, while concept-stage submissions still qualify but are flagged as earlier in the process.
Why does the intake ask whether AE drawings are available?
Drawing availability carries one of the highest weights in the catalog because a review can't move forward without a full architectural and engineering set; a no answer still gets captured but routed with a note to gather drawings first.
How do you confirm the person requesting the review actually has authority over the project?
The intake asks directly whether the requester is the owner, developer, or an authorized representative, so your team can spot inquiries from parties without decision-making authority before committing site walk time.
Does the intake separate constructability review leads by project type?
Yes, leads capture whether the project is an office, retail, industrial, healthcare, or multifamily building, so each request can be routed to whoever has expertise on that building type.
What happens with the concerns owners select, like cost or code compliance?
The multi-choice concerns field tells your reviewer whether an owner is worried about cost overruns, schedule, code compliance, coordination, or site conditions, so the person doing the review can prepare for the specific risk areas in advance.
Why collect a budget range if it isn't part of the scoring weight?
Budget range isn't scored, but it gives your team context on project scale before the site walk, helping route larger $5 million-plus or $20 million-plus projects to senior reviewers versus smaller buildouts.
Turn constructability review visitors into qualified projects
Give every constructability review visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.