Product walkthrough

How the record gets defensible.

Six screens from RepInsight, arranged as the questions owner’s-rep principals actually ask. Everything below is real product behavior, shown with sample data.

“You approved this $80K CO three months ago. Walk me through how.”
The question every principal dreads from a building owner. Below: how it becomes a two-click answer.
Who
Owner’s-rep firmsowner’s PM / CMa
Portfolio
1–10 live projects$10M–$200M each
Team
5–40 people2–10 of them PMs
Tools today
Email + Exceland a shared drive

01The record

One link per change order. Two threads, one of them yours alone.

Could I defend any CO my firm approved last quarter, on the phone, right now?

Who said what, when, with what attachments. Your team deliberates in the Internal thread; the contractor sees a single, unified answer in the External thread — and has no idea the internal one exists. Access is enforced per side, server-side. Flip the toggle to see their view.

Downtown Medical Center › Change Orders › PCO-038-R1
Structural Beam Reinforcement at Grid Line D
Pending review Awaiting reviewer sign-off Rev 1 · received Jun 25, 2026 · $12,440
Internal thread Firm only
DRDana ReyesJun 25 · 10:02 AM
Beam upgrade tracks with SE-2026-14, but the 18% labor uplift feels rich against the schedule of values. Asking Priya to check before we respond.
PKPriya KaurJun 25 · 1:47 PM
Rates match contract exhibit B. The uplift is the directive scope, not padding. Flagging one gap: drawings don’t show the W12×40 yet — we should condition approval on the update.
DRDana ReyesPrivate note
Silverline is sensitive after the March overrun — walk them through this one live before it hits the monthly report.
External thread Shared with contractor
JMJ. Martinez · Engage ContractingJun 25 · 9:14 AM
Submitting PCO-038 Revision 1 per structural engineer directive SE-2026-14. Revised total $12,440, schedule impact 3 days.
DRDana Reyes · Owner’s RepJun 25 · 3:12 PM
Reviewed. Rates are consistent with the contract schedule of values. Approval will be conditioned on the structural drawings reflecting the W12×40 upgrade — please confirm the revision date.

The contractor sees only this thread — one unified answer from your firm. The internal deliberation, the private note, and the reviewer flag above are invisible to them. Not hidden by CSS: never sent.

Every message timestamped and attributed · attachments pinned to the CO · exportable in two clicks

02Nothing slips

Stop being the inbox between three other inboxes.

Did the architect ever respond? Did the owner sign? Which of these forty emails is the current revision?

Contractors keep emailing PDFs — nothing changes for them. Every PCO lands in the system within hours, matched to its prior revision automatically. Your inbox becomes four piles: needs decision, waiting on reviewer, waiting on contractor, done.

From: j.martinez@engagecontracting.com Subject: PCO Submission – Structural Beam Reinforcement Revision of #PCO-038 88% match
Needs decision3
PCO-038-R1 · Beam Reinforcement, Grid D
AI$12,440 · 2h ago
CE #031 · Waterproofing, Basement L1
AI$4,875 · today
PCO-041 · Door hardware substitution
AI$2,110 · yesterday
Waiting on reviewer2
PCO-036 · Roof drain relocation
with EOR · 2 days
PCO-033 · Slab edge revision
with architect · 4 days
Waiting on contractor2
PCO-039 · Elevator pit dewatering
backup requested · 1 day
PCO-029 · Fire caulk scope gap
revision requested · 3 days
Done this week5
PCO-035 · Casework substitution
Approved $6,180
PCO-031 · Site fencing extension
Signed $3,940
Forwarded PDFs, scans, even flattened cover sheets — extracted either way. No deadline passes unnoticed.

03The six-week question

“Why did this take six weeks?” is now a timeline, not a scramble.

Our clients ask why something took six weeks. I don’t always know.

Every status change is timestamped and attributed. The answer is always “here’s the timeline” — and when the owner wants it in writing, the audit packet is a branded PDF, two clicks away.

PCO-038-R1 › History
Received by email · Jun 25, 9:14 AM
j.martinez@engagecontracting.com
AI-extracted & matched to PCO-038 · Jun 25, 9:16 AM
94% confidence · 5 line items · flagged as Revision 1
Internal review · Jun 25, 1:47 PM
Priya Kaur verified rates against contract exhibit B
Sent to structural engineer for sign-off · Jun 26, 8:30 AM
Dana Reyes · flag: awaiting reviewer sign-off
Awaiting drawing revision from contractor · now
Approval conditioned on W12×40 shown in structural set
RepInsight
Change-Order Audit Packet
ProjectDowntown Medical Center
Change orders27
Submitted total$412,480
Settled total$368,240
Owner savings$44,240
PeriodJan – Jun 2026
PCO-038-R1 · Beam Reinforcement, Grid D Pending
Asked $12,440 · Div 05 Metals · full thread & attachments appended
PCO-035 · Casework substitution Approved
Asked $7,320 · settled $6,180 · Div 06 Wood & Plastics
Prepared by RepInsight — a defensible record of every change order.
Branded PDF · per-CO timelines, threads, and line items included

04The reading, done for you

AI reads the paper. Your PM makes the call.

Forty-five minutes of re-keying per CO, times twenty COs a month, times every PM.

Extraction shows its work: a confidence score, the cost delta against the prior revision, and the risk factors a careful PM would catch — laid out for a decision, not buried in a PDF. AI is the feature. Defensible decisions are the job.

AI Analysis 94% confidence cost increase ⚠ medium risk PCO-038-R1 · extracted in 2 min from email

Structural reinforcement addition at Grid Line D per engineer directive. Scope is well-documented and consistent with prior revision. Labor and material rates align with market.

Cost change +$12,440 revision from $10,200 · +21.9%
Key changes
  • Beam size upgraded from W10×33 to W12×40 +$4,100
  • Added lateral bracing at column base +$2,840
  • Labor hours increased 18% per engineer scope memo
  • Removed allowance credit from prior revision −$1,200
Risk factors
  • Beam upgrade not yet reflected in structural drawings
  • Verify engineer sign-off on revised lateral bracing
  • Rates consistent with contract schedule of values
Recommendation: approve pending structural drawing update
Your corrections teach it. Every field a PM fixes is captured — extraction gets sharper on your contractors’ formats, not someone else’s.

05Owner answers, instantly

The number the owner asks for, without the Friday-night spreadsheet.

Every owner meeting starts with three hours of hand-rolled Excel the night before.

Contract position is live, not assembled: original GMP through executed changes to the revised contract, with pending exposure stated plainly underneath — and contingency burn beside it. Owner contingency stays private to you and your client.

Silverline Construction › Downtown Medical Center
Original GMP$2,400,000
Executed PCCOs (2)+$44,240
Revised Contract$2,444,240
Pending PCCOs (PCCO #3)+$37,760
PCOs under review+$22,214
Potential GMP$2,504,214
Contingencies
Owner Contingency Private $118,000 left
$82k used of $200k total
Contractor Contingency $45,000 left
$15k used of $60k total
Versions capture asked-vs-settled on every CO — the negotiation is the version history.

06Institutional memory

Every CO, same place, same shape — whichever PM ran it.

My PMs each track COs differently. When one leaves, the institutional memory leaves with them.

The firm’s whole portfolio reads one way. A principal opens one screen and sees every client, every project, every pending dollar — no per-PM dialects, no orphaned spreadsheets.

Home · all clients
Client (Owner / Developer)ProjectsTotal PCOsPendingInboxTotal valueLast activity
SC
Silverline Construction
San Francisco, CA
335 12 3 $128kJun 25, 2026
RG
Redgate Development
Oakland, CA
214 7 $56kJun 22, 2026
MB
Marina Bay Partners
San Jose, CA
18 4 1 $28kJun 24, 2026

“Could I defend any CO my firm approved last quarter, on the phone, right now?”

One link per CO. Who said what, when, with what attachments. Exportable as a PDF in two clicks.

“My PMs each track COs differently. When one leaves, the institutional memory leaves with them.”

Every CO lives in the same place, with the same shape, regardless of which PM ran it.

“Our clients ask why something took six weeks. I don’t always know.”

Every status change is timestamped and attributed. The answer is always “here’s the timeline.”

“Any update on our CO?” — every contractor, weekly.

Contractors get a portal scoped to their own submissions — status without the phone call, invited automatically off their first emailed PDF.

The outcome

Walk into every owner meeting with a defensible number for every change order.

We’re not a Procore alternative, not an AI product, and not another PM tool. We are the change-order spine for owner’s-rep firms — the place the record lives, the reason the answer is always ready.

Firms start with the 60-Day Change-Order Control Launch: one live project, every CO emailed in, extracted, and versioned — then a graduation call with your closing portfolio delta report, your firm’s own asked-vs-settled record.

The guarantee

Every CO you send during the launch is extracted and versioned within one business day, and you get the closing portfolio delta report — or we keep working at no charge until you do.