Conduit Project Flow | The workflow tool for Owner's Reps

The problem is volume

A full book of projects, a hundred small touches, one question at a time

The hard part of the job was never any one task. It is holding all of them at once.

An owner's rep carries a full book of projects at once, and most of them rhyme. The same phases, the same kinds of steps, all running at different stages. So the hard part of a question is rarely the answer. It is getting back to the project in your head: which one, what stage, where it stood the last time you looked. That reset happens all day, and it is where the hours quietly go. Conduit takes it off the table. Land on a project and the whole thing reads clean again in seconds.

A book of similar projects that blur the moment you look away.
Questions that arrive out of order, about any job, at any time.
The quiet tax of re-orientation, paid across a million tiny glances a day.

The All Projects view: the whole book of business on one screen

The Workbench · your daily driver

Full sight in seconds

The Workbench is where you land when you open a project, and its whole job is to put one project, at one focus, fully in front of you. Choose a focus and its running notes fill the middle while the task list on the right narrows to only the work that focus covers. Everything else you reach for stays a click away down the side: folders, contacts, site data, meeting minutes, and a live read on progress. A row of milestone cards keeps the key dates in view, each one a click from a quick adjust. When you need to see only what is critical, Critical Focus strips the list down to flagged work and leaves your notes exactly where they were.

One focus, one click. The notepad and the task list both snap to it, whether it is permitting, bidding, closeout, or a focus you named yourself.
Folders, contacts, site data, and meeting minutes sit one click from where your hand already is.
A banner of milestone cards keeps the key dates live, with a running days-out or days-overdue read on the next one.
Critical Focus shows only flagged work, without dragging you out of the notes you were in.

See the Workbench

The Workbench with the Permitting lens applied

The Builder · your design studio

The plan is the live project

You lay a project out once: the milestones, what waits on what, and the work that hangs off each one. After that, the dates keep themselves honest. Push a milestone and everything tied to it slides with it, so a permit that lands two weeks late does not turn into an afternoon of re-dating the schedule by hand. You are never typing dates into a calendar. You are describing how the job is strung together, and Conduit keeps the rest true to it as the real dates come in. Before any change commits, a plain-English receipt spells out what moves, so a date is never a surprise.

You build a task by editing the real card, not a form, so what you design is exactly what ships.
Set how the milestones relate and the gaps between them once. Every date downstream computes itself from there.
A receipt previews every date change before it commits, so nothing moves behind your back.
Save any project as a template, and the next job stamps out from one start date, with its own dates from its own beginning.

Everything the job needs

The rest of the work, on one surface

The Workbench and the Builder are the two ends of the product: where you work, and where you design. Around them, Conduit carries the rest of the consulting PM's job.

Overview

One command page for the whole project: the milestone banner, task roll-ups, what was just finished, what needs attention, and where every phase stands. The whole picture, already assembled.

Client Portal

A read-only view of the project behind a PIN. Clients and franchisors check status themselves, so the same three status emails stop landing in your inbox. You control exactly what crosses to them, down to costs and internal notes.

Photos

A client-upload album your clients post to from the portal, alongside your own pre-construction and construction sections. Photos are dated and captioned, and any album can be hidden from the client with a single toggle.

Critical Tasks

Every flagged task across every project, pulled into one list with its own notepad, so you can plan a week that spans your whole book of projects without anything critical hiding inside one of them.

Templates

Ships with a TI template and a ground-up template. A new project and a start date stamp out a fully independent job in seconds, with phases, tasks, lenses, and tracked folders already in place.

AI Assistant

A copilot scoped to the project you are in. Ask what is holding up the permit, and it reads the live schedule to answer, then drafts the email that has to go out next.

Who it's for

Built for the consulting PM, not the GC

A GC's project manager lives inside one or two deep builds. A consulting PM lives across a full book of owners' projects at once, from the first conversation through final closeout. That is a different job, and the tools built for the GC quietly force it into the wrong shape. Conduit is built for the consulting workflow instead: coordination, oversight, and full sight across a whole portfolio.

See who it's for

The owner's side

Coordination and oversight, across the whole portfolio.

One surface for every project, shaped for the consulting workflow instead of bent from a GC tool.

Run every project like you can see all of them at once

Full sight on any project, at any focus, in seconds. Book a demo to see the Workbench and the Builder on your kind of job, or get started and bring your whole book of projects into one place.

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