For growing architecture firms
A client says yes. The team gets the contract. Then someone asks the principal what was discussed, which assumptions changed, and whether the client expected something that never made it onto the page.
Hazel & Helm finds where project context gets lost, designs a better handoff, and helps your principals and project teams put it to work.
Book a Free Introductory CallBring the handoff that keeps coming back to your desk.
Where context goes missing
The proposal went through revisions. The fee changed after a call. A client constraint came up in a meeting. By kickoff, the signed agreement is in the folder, but part of the thinking behind it lives in a principal's head and an email thread the team never saw.
The project manager is capable. They simply don't have the same picture. So the principal stays involved in every clarification. Do that across several projects and it takes a real bite out of the time available for clients and design.
A new kickoff template might help. But it cannot decide what must carry from a conversation into the project record, who confirms a changed assumption, or when scope needs another decision. We work through those questions first.
When context doesn’t travel
The team can see the approved scope, exclusions, key contacts, open questions, and immediate next steps in one usable place. The principal still makes judgment calls without becoming the firm's search function.
The solution might be a better brief, a different kickoff, clearer approval ownership, or an adjustment to the system you already use. AI can help organize notes or prepare a draft from approved material, with a person checking accuracy. The goal is a dependable start.
How we work
We examine recent projects with your team. Where was information introduced? When did it change? What made it to the project manager? Once we identify the break, we design the response, help implement it, and agree on how to tell whether the work improved. Measures could include time from approval to a ready project brief or clarification requests returned to a principal.
The first step is a free introductory call. Tell us where the handoff keeps coming back to a principal; we will ask enough to understand the situation and see whether we can help. If there is a fit, we will propose a paid engagement with a clear scope and timeline. The goal is a reasoned solution shaped around your firm, with support putting it to use.
Who you will work with
Sara Greenlaw, Founder
Sara Greenlaw founded Hazel & Helm after roughly 15 years working between client needs, scoping, digital projects, and implementation.
She has spent a lot of time translating what a client asked for into what a team can deliver.
She applies that discipline to your operations. Your architects remain responsible for design and professional decisions.
Your firm has grown past the point where principals can carry every detail between sales and delivery, and you want a considered solution rather than another generic template.
Questions
It can help prepare a draft for review. Scope, fees, exclusions, and project promises need an accountable person and accurate source information.
We assess what you use before recommending a replacement. A missing decision at the handoff is not something software can make for you.
Yes, if the shared process captures essentials without forcing every project into the same mold. Details can flex; ownership should remain clear.
Tell us where project context goes missing.
Book a Free Introductory Call