For firms that sell expert reports

Run your firm on a system you own.

Conduvo is the hub where a firm that sells inspections, assessments and expert reports links its own database, designs its CRM screens and builds its automations. Staff work in the firm's branded web CRM, and the desktop add-ons for photos, maps, weather and PDFs install from the same sign-in.

See the results

Your data in your cloud · every change approved and audited · a person signs every report.

Firm · System
Folio and Toolbox add-onsPhotos, maps, weather, PDFsStaff laptops
Report engineDrafts from the firm's own reportsHosted
Branded CRM and automationsClients, jobs, time, invoicesHosted
System of recordPostgres, one portable schemaFirm's cloud
One sign-inConduvo hub
Built for
Forensic and building consultantsInsurance claims consultantsEngineering assessment firms
The hub

One place to build the firm's system and keep it running

Stage 01 · Link

Link the firm's own Postgres database in its own cloud account. Microsoft 365, Google and the tools you already use connect as data sources.

Your database Data sources

Stage 02 · Design

Lay out the CRM screens staff use every day: clients, jobs, inspections, time, invoices and collections. An agent proposes; you approve or undo each change.

CRM screens Action cards

Stage 03 · Automate

Build the automations that move a job along: status changes, invoicing, digests and reminders. Every change is approved and audited.

Automations Audit log

Stage 04 · Equip

Staff work in the firm's branded web CRM and download Folio, Toolbox and the report tools from the hub, all under one account.

Branded CRM Folio · Toolbox
The product

What the firm and its staff see

conduvo.app/console
Conduvo Console for Sample Engineering: five setup phases with phase three in progress, and cards for the linked database, the live staff app, automations and desktop add-ons.
Mockup

The Conduvo Console, where each firm is set up

The builder's view of one made-up firm: its setup phases, the database it owns in its own cloud account, its staff app at its own web address, its automations and its desktop add-ons.

Case study

A third more billed while one firm moved onto the system

A forensic building consultancy built this system in-house and runs its daily work on it. These are its results over the year to September 2026, while it moved onto the system.

+36%BilledYear to September 2026 against the year before
+15%Billed per billable personBillable staff grew 19% over the same year
1.5 h → 0.5 hPreliminary reportDrafted by the report engine, then reviewed
3–4 h → 1–1.5 hFinal reportAbout two thirds less writing time
−69%Adobe spendWhile Folio took over photos and Toolbox took over PDFs

Read from the firm's own records; report times are the firm's estimates. These changes came while the system went in, alongside hiring and other changes at the firm, and the move is not finished yet.

The suite

Four layers, kept current from one place

Field and desk

Folio and Toolbox add-ons

Downloaded from the hub: photo review, site maps, weather records, PDFs, assemblies, permits and report responses.

Staff laptops

Report engine

Drafting from the firm's own reports

Preliminary, final and lump-sum reports drafted from the firm's library, with a named reviewer's approval before anything goes out.

Hosted by Conduvo

Branded CRM and automations

The firm's own web CRM

Clients, jobs, inspections, time, invoices, payments and collections, with the automations that move each job along.

Hosted by Conduvo

System of record

The firm's own Postgres database

One portable schema in the firm's own cloud account. Existing tools connect as data sources.

The firm's cloud
Ownership

The firm owns its system

Incumbents will add AI and keep the lock-in. We give the firm the system.

Their database

Records live in a database in the firm's own cloud account. We host the app on top; if the firm leaves, the data stays with it.

Agents propose, people commit

Every change an agent suggests is a card a person approves or undoes, and every change is audited.

A person signs every report

These are expert reports. Nothing goes to a client without a named reviewer's approval.

Who it is for

Firms that visit a site, document it and bill for a written report

Small professional firms, five to fifty people, whose product is an inspection, an assessment or an expert report. Inspection apps stop at the checklist; this carries a job from intake through the report, the invoice and collections.

Forensic and building consultants

Building-envelope, construction-defect and expert-witness firms.

Carries overEverything, including depositions and hearings

Insurance claims consultants

Public adjusters, appraisers and umpires, restoration consultants.

Carries overJobs, photos, storm and hail checks, report drafting

Engineering assessment firms

Property-condition and engineering assessment consultants.

Carries overJobs, photos, maps, report drafting
Getting started

Installed with you, then kept running

Set up once

We configure the system to the firm: job types, rates, templates and its own report archive.

Then a monthly fee

Covers the hosted CRM and report engine, add-on licences, updates and ongoing improvement.

Installed by hand

We install the first firms personally, starting with the field tools in week one.

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