Documents
Easy to write, handsome to hand over
Outline specification
A 2,600 sq ft single-family house on a corner lot. The program serves a family of four, with a home office and an outdoor kitchen opening onto the garden.
References
A few projects that informed the design approach.
Image galleries
Drop in a handful of site photos and watch Planno arrange them into a considered gallery.
Presentations
Forget dragging text boxes around. Focus on what each sheet needs to say to the client.
Covers
Covers generated for every document, so the material arrives carrying the practice’s identity.
REPORTS
One report, three formats. It goes out the way the client prefers to read.
Templates that mix text, photos, and indicators at the right rhythm. A PDF to print, a public link to share, or straight to the client by email or WhatsApp — without reformatting anything.
WHITFIELD STUDIO · MAY REPORT
Whitfield House
Construction progress · May 2026
SUMMARY
May closed with 12 of the 15 planned deliveries. Construction progressed on millwork detailing and plumbing coordination. Electrical approval with the engineer of record is still outstanding.
64%
scope delivered
12 / 15
tasks this month
$18.2k
invested this month
WHITFIELD STUDIO
Whitfield House
WHITFIELD STUDIO
Whitfield House
The Harpers
online
Morning! Sending over the May report for your review.
📄 May-Report.pdf
12 pages · 2.4 MB
Thank you! Just opened it — the kitchen detailing looks great 👏
2:32 PM · read
DRAFTED BY AI
AI pulls what moved this week and writes the report for you
Decisions, deliveries, photos, open items — already in the skeleton of the document. You adjust the tone, fix what needs fixing, and send.
READ RECEIPTS
You know when the client opened it, and on which device
CONTRACTS
Contracts with the cover an architecture practice actually needs
Licensure, insurance, consultant scope, witnesses, governing law, phases, deliverables. Every clause where the practice needs protecting.
AIRTIGHT CONTRACT · v3.2
Architectural Services Agreement
Whitfield Studio ↔ The Vaughans · June 18, 2026
PRIMARY SERVICES
CONSULTANTS
PROFESSIONAL REGISTRATION
PAYMENT
Once signed
creates the project · standard folder · receivables in Finance
- Request details by link. Send it to the client to fill in their own details — legal name, address, entity — and the contract assembles itself.
- Phase sign-off letters. Every phase delivered closes with a signed acceptance. No ambiguity about who approved what.
- Amendments with version history. Scope changed? The amendment stays linked to the contract and earlier revisions are kept.
- Legal checklist. Contract-safety items to review before signing: scope, intellectual property, termination, governing law, schedule.
- Legally valid e-signature. The client signs from their phone. You keep the record with date, IP, and geolocation.