Professional Services template
Project design review
Concept, drawings, decisions and approvals, as one link the people you send it to can explore, ask questions in and act on.
What's inside
Built on WZRD's Projectroom. WZRD AI shapes the tabs and blocks for a project design review from your material.
Overview
Project brief, Progress and StatusTasks
TasksTimeline
MilestonesUpdates
Updates and DecisionsFiles & people
Files and PeopleIts AI agent
Answers visitors' questions from your material, by voice or text, and points them to the next step.
Who it's for
- Made by Accounting Firm, Architect, Advisory Firm and Law Firm
- For project stakeholders, prospective client, active client and client executives
- In Architecture, Advisory, Legal and Accounting
When to use it
- Before engagement: a Accounting Firm sends it to the project stakeholders
- At intake: a Architect sends it to the prospective client
- During active work: a Advisory Firm sends it to the active client
- Before key decision: a Law Firm sends it to the client executives
- At closeout: a Accounting Firm sends it to the project stakeholders
What WZRD needs
- Client documents + notes
- Project files + deliverables
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create a project design review for Architecture before engagement, using my client documents + notes.
Questions
What is a project design review in WZRD?
Concept, drawings, decisions and approvals, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Projectroom.
What do I need to make one?
Usually client documents + notes and project files + deliverables. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by Accounting Firm, Architect, Advisory Firm and Law Firm, for project stakeholders, prospective client, active client and client executives.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create a project design review for Architecture before engagement, using my client documents + notes." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.