Andrew BlairAI set up for professional firms
You've tried ChatGPT

You've used ChatGPT. Now let it know your projects.

ChatGPT is handy for one email or one question. But every chat starts from scratch. It doesn't know your jobs, your clients or what you agreed last month.

I set up a system that does. Each project has one place for what's decided, due and waiting. You ask it things, typing or talking, and it answers with where it found the answer. It reminds you what's due and what's still outstanding, and it drafts things for you to check.

From one useful chatTo one place per project
Today · one chat “Tidy up this email to the client.”

Useful. But next week you start again and paste it all back in.

Next · your project “Did we agree to move the kitchen window?”

The answer comes with the email it came from.

Riverside House · where it stands
  • Asked: move the kitchen window (her email, 3 March). Not agreed yet.
  • Waiting on: the engineer's reply, two weeks now.
  • Due: revised drawings on Wednesday.
Illustration. Riverside House and the dates are made up.
One chat vs. a system that knows your office

Same kind of AI. Very different help.

The AI underneath is much the same. What changes is what it works from. Instead of a blank chat, it has your projects, your notes and the way your office does things.

One place

Every project in one place

What's decided, what's due and what you're waiting on, kept with the job. Not scattered across old chats, emails and your head.

How I run my projects →
Where it came from

Answers you can check

When you ask what a client said, it tells you and points to the email or note it found it in. So you can check it in seconds.

The practice manual behind it →
Keeps you posted

It reminds you

A site meeting tomorrow, a reply that hasn't come, drawings due on Wednesday. You hear about it before you have to remember it.

You check

Drafts, not decisions

Replies, fee proposals and council forms are prepared from what's already on file. You read them, change what you like, and send them yourself.

Fee proposals in practice →
In a normal week

Let the work carry forward.

You keep working the way you do now. The difference is that nothing has to be explained twice.

01 · On site

Speak a note

Talk through the site visit on your phone, even from the car. The note is filed with the right project.

02 · Back at your desk

Ask what changed

Find the latest decision, the email or note behind it, and anything that's still open.

03 · Before sending

Check the draft

A reply or a form is prepared from what's on file. A person checks it before anything goes out.

Council forms in practice →
From my practice

Less searching. Everything about a job in one place.

Project details usually sit in separate emails, plans, site notes and people's heads. When a new job comes in, my system sets up the project and fills in the client and property details, with where each one came from.

Anything it isn't sure about is marked for me to check, not guessed.

Example project record listing client, contact, property, erf size, zoning and site meeting, each with where it came from. Erf size and site meeting are marked for a person to check.
A new project record from my practice. The details are examples. Two items are marked for a person to check.
You don't have to set it up yourself

I'll set it up for your practice.

No new software to learn, and nothing to build yourself. We start with a short chat about how your office works. I suggest one thing worth setting up first, build it around the way you already work, and show you and your team how to use it.

Wrong starting point?

Go simpler, or go deeper.

If this still feels unfamiliar, start with the plain-English page. If you'd rather see the real thing, look at what I've built.