Inspection body, expert or property surveyor: what can an AI agent prepare?

Examples of agents we build for inspection and expert firms

Each agent is custom-built on your tools; a few examples:

• The incoming documents agent: reads each submission from the parties or the design team, files it in the right case and updates the document schedule.
• The initial inspection report agent: reads the drawings, specifications and studies in the design file and drafts the report outline, mission by mission.
• The site visit agent: you dictate your findings and send photos on WhatsApp from site, and it files them and drafts the visit report.
• The observations agent: keeps the list of open items from one visit to the next, links the replies received and chases the contractor.
• The expert report agent: turns your notes, the parties' statements and the documents into a timeline, a description of the facts and a dated document list.
• The parties' submissions agent: reads each submission received, links it to the questions in the brief and flags the points that call for an answer.
• The work orders agent: drafts the survey quote from your price grid, lists the documents to request from the owner and follows up.
• The deadlines agent: tracks the deadlines set by the court or the client and warns you before each filing date.
• The past opinions agent: finds what the firm has already written about a building, a type of structure or a defect, with the source.
• The activity agent: prepares for management the status of open cases, pending reports and follow-ups in progress.

Can it read a design file and prepare the initial inspection report?

For a French building inspection body, the design phase starts with a stack of documents: drawings, specifications, soil and structural studies. The initial technical inspection report (RICT) then sums up the opinions given on those documents, mission by mission. The agent reads the file, lists the documents received and those still missing, and drafts the report outline in your template.

It also finds the opinions given on comparable projects, so the inspector starts from a base instead of a blank page.

Can it track observations from one site visit to the next?

On a job, observations pile up from one visit report to the next, all the way to the final report. The agent keeps the list of open items, links the replies from the contractor or design team received by email, and drafts the follow-ups.

The inspector can send photos and findings from site on WhatsApp: they land in the right case file, ready for the visit report.

Can it help write an expert report?

After an inspection meeting, the expert has notes, the parties' statements, quotes and invoices. The agent turns them into a timeline, a description of the premises and the facts, and a list of the documents received (from whom, on what date), in the firm's report template.

When the assessment is adversarial, every party must be able to see the documents: the agent keeps the document schedule up to date and prepares it for circulation to the parties.

Can it prepare a property survey job?

In France, the technical diagnostic file (DDT) gathers a property's mandatory surveys, and what it contains depends on the property and the transaction. Before the visit, you need a quote, a work order and the documents requested from the owner or the agent. The agent drafts the quote from your price grid and comparable jobs, lists the documents to request and writes the follow-ups.

Inspections and conclusions are done on site, in your survey software. The agent handles the work around them: quotes, documents, booking appointments, answers to notaries and estate agents asking where the file stands.

Can it find a past report or opinion?

Saména reads your reports, opinions and case files. You ask the way you would ask a colleague who had read everything, and the answer cites the document it comes from:

• What opinion did we give on this building's foundations?
• Have we already done an assessment for this condominium?
• Which reports mention cracking on this type of structure?

Where do our reports and the parties' documents go?

Your reports and the documents you receive stay in SharePoint, OneDrive or Dropbox. Saména reads them in read-only mode, only in the folders you pick, and keeps no copy.

What Saména retains is encrypted with a key unique to your firm. Processing servers are in France, the database is in the European Union. You choose the model: Claude, models from OpenAI, or Mistral if you prefer a French model. It runs in Europe and keeps none of your data. If your requirements or your clients' call for it, Saména can run on your own infrastructure, and everything is deleted on request.

Where do we start?

With a half-hour call: we look at how your team works, from work order to signed report, and which tools you use.

Our engineers then build the agents around the way you work, connected to your case files, your email and your business software. A first agent is usually running two weeks after the call, in the Saména app, on WhatsApp or from Claude, ChatGPT or Copilot.

We then stay on to evolve your agents and add new ones. There is a one-time setup fee, then a monthly subscription; we give the amounts on the call.

Frequently asked

Does Saména already work with inspection and expert firms?

Saména works today in consulting, environmental engineering and a network of car repair garages, and each agent is built around the way the company using it works. The first call is there to see what an agent would take over for you.

Can the agent give an opinion or sign a report?

No. It drafts outlines, document lists and follow-ups. The opinion, the conclusions and the signature stay with the professional who did the visit.

Can we message it from a site visit?

Yes. A field team can message the agent on WhatsApp, send it photos and voice notes, or find the opinion given at a previous visit. In the office, it works in the Saména app or from Claude, ChatGPT or Copilot.

Can the agent connect to our business software?

Yes, that is the point of custom work: we connect to the tools you already use, whether case management software, email, calendar or shared folders. You don't change software.