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Use Case

Automate Scope Validation on AIA Subcontractor Agreements

ProductAgentsUse CasesAutomate Scope Validation on AIA Subcontractor Agreements

On this page

Job to Be DoneThe Operational ProblemHow It WorksInputs & OutputsWorkflow ContextWorks WithFAQGet Started

Validate subcontract scope against prime contracts, current drawings, and executed change orders across SharePoint and Procore without manual cross-referencing before gaps and overlaps become field issues.

✍️

Try the Scope Checker Agent

Eliminate scope gaps and overlaps by reconciling contracts, drawings, and project metadata before they become costly disputes.

Use Agent →

The Operational Problem

Prime contracts live in SharePoint. Drawings and specs sit in Procore. Executed change orders are split between both. Every AIA subcontractor agreement (A401) depends on someone manually reconciling those sources against each trade package.

That work is expert-dependent, undocumented, and non-repeatable. Errors and omissions in contract documents rank as the number one cause of construction disputes across two consecutive survey cycles. Uncovered scope between subcontracts are often a leading source for construction claims.

How Scope Checker Agent Automates This

Datagrid's AI agents execute document-heavy workflows across connected systems. The Scope Checker Agent reconciles contractual documents, construction documents, and project metadata. Project teams still make trade assignment decisions. The Scope Checker Agent validates whether those decisions hold up against the full project record.

1

Connect contract records

The Scope Checker Agent connects to SharePoint and indexes the current prime contract, all active subagreements, and every executed change order. It establishes a baseline of contractual obligations and assigned scope for each trade package.

2

Cross-check project files

The Scope Checker Agent searches deeply across specs, drawings, RFIs, and submittals in Procore, prioritizing the most recent drawing revisions and flagging discrepancies with older versions. It treats drawings and specifications as co-equal in contractual authority, consistent with AIA A201-2017 definitions.

3

Flag assignment risk

The Scope Checker Agent compares each subagreement's designated scope against the full construction document set. It identifies areas where work is required but not assigned to any trade, instances where multiple trades claim responsibility for the same work, and subcontractor exclusions that create uncovered obligations. High-risk items like structural, life safety, and long-lead elements receive priority flags.

4

Deliver contract comments

The Scope Checker Agent adds reviews and comments directly into contracts, generating discrepancy identification reports with clear recommendations to prevent project delays and cost overruns. Related work items are grouped by CSI MasterFormat division for efficient change order processing when scope adjustments are needed.

Inputs & Outputs

Inputs

  • Prime contracts, subagreements, and executed change orders stored in SharePoint

  • Drawings, specifications, attachments, and record information from Procore

  • Submittals and RFIs referenced across both systems

  • General construction knowledge applied to trade interface interpretation and scope assignment logic

Outputs

  • Discrepancy identification reports flagging scope gaps, overlaps, and exclusion risks across all active subagreements

  • High-risk item flags for structural, life safety, and long-lead elements with adjacent risk identification

  • Compliance gap identification reports comparing submittals against specifications

  • Risk assessments with reviews and comments added directly into contracts

  • Scope items grouped by CSI MasterFormat division for change order packaging

Workflow Context

The Scope Checker Agent operates within Datagrid's contract and document validation workflow cluster. It connects to procurement workflows by flagging scope items that need formal change order processing before each AIA subcontractor agreement is executed. It feeds RFI generation when drawing or specification conflicts require design team clarification. It hands off to the Summary Spec Submittal Agent when submittals need to be compared against specifications to identify compliance gaps. Schedule monitoring gets earlier visibility into long-lead and high-risk items before they surface in the field. Keeping scope validation current matters because procurement, coordination, submittal review, and closeout all inherit the accuracy of the original scope assignment.

Works With

The Scope Checker Agent connects to your existing construction management stack without custom integration work, keeping contract, document, and coordination data aligned.

SharePoint

SharePoint

Syncs prime contracts, subcontracts, and executed change orders so scope validation uses the latest contractual record for each trade package.

Procore

Procore

Pulls drawings, specifications, RFIs, submittals, and revisions into scope reviews so assigned trade coverage matches the current project record.

PlanGrid

PlanGrid

Extends sheet and field-document access so scope checks can catch drawing-driven trade gaps and outdated references before subcontract execution.

Slack

Slack

Surfaces flagged scope gaps, overlap risks, and follow-up questions to project teams where coordination and subcontract issue resolution already happen.

Trimble Connect

Trimble Connect

Brings project file context into scope validation for identifying trade interface risks, coordination issues, and uncovered work boundaries.

With these systems synced, teams can validate subcontract scope against the full project record before gaps, overlaps, and flow-down misses become field problems.

Frequently Asked Questions

The Scope Checker Agent cross-references every element of the prime contract scope against the designated scope in each subagreement. When work is required by the construction documents but not clearly assigned to any specific trade, it flags that item as unassigned scope. It also detects interface zones between trades where coverage is ambiguous, such as where electrical scope ends and low voltage begins. These "white space" items are surfaced with risk context so project teams can resolve assignments before execution, not during construction.

The Scope Checker Agent prioritizes the most recent drawing revisions from Procore and flags discrepancies with older versions referenced in existing subagreements. When a late addendum changes a specification or a drawing revision modifies scope, it detects whether the corresponding subagreement still references outdated documents. This identifies cases where subcontract scope references no longer match the current project record.

No. The Scope Checker Agent validates scope assignments that project teams have made. It identifies where those assignments conflict with the construction documents, where exclusions create uncovered obligations, and where change orders have modified prime contract scope without a corresponding subcontract update. Project managers still decide how to resolve each flagged item. The Scope Checker Agent delivers the analysis that keeps those decisions informed rather than reactive.

When an executed change order modifies prime contract scope, the Scope Checker Agent compares the changed scope against every active AIA subcontractor agreement to determine which trades are affected. It flags subcontracts where work is being performed under a prime contract change order without a corresponding subcontract modification. This addresses a documented structural gap in the AIA system: the A401 creates a conduit for flowing down prime contract obligations, but no standard AIA document prescribes a workflow for confirming that each prime contract change has been properly reflected at the subcontract level.

The Scope Checker Agent evaluates each subcontractor exclusion against the full prime contract scope and construction document set. When an exclusion removes work that is required by the prime contract and not assigned to any other trade, it flags that item as an uncovered obligation with a risk assessment. It groups related exclusion items by CSI MasterFormat division so operations teams can evaluate cumulative exposure across all trade packages rather than reviewing exclusions one subcontract at a time.

Keep AIA Scope Validation Moving with Datagrid

Datagrid keeps subcontract scope aligned with prime contracts, current drawings, and executed change orders before gaps turn into field issues.

  • Cross-system reconciliation: Validates subcontract scope against SharePoint contract records and Procore drawings, specifications, RFIs, and submittals.
  • Gap and overlap detection: Flags unassigned work, overlapping trade responsibility, and exclusions that leave the GC exposed.
  • Change order flow-down review: Identifies prime contract changes that have not yet been reflected in affected subagreements.
  • Action-ready reporting: Organizes discrepancy findings and risk items into reviews, comments, and CSI-based groupings for follow-up.
Try the Scope Checker Agent

Agent

✍️

Scope Checker Agent

Eliminate scope gaps and overlaps by reconciling contracts, drawings, and project metadata before they become costly disputes.

Works with

SharePointSharePointProcoreProcorePlanGridPlanGridSlackSlackTrimble ConnectTrimble Connect
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