Trueleveler compiles contract risks, scope gaps, open change orders, pending submittals, key contacts, and budget status into a structured handoff brief — so the incoming PM starts with full situational awareness, not a blank slate.
The outgoing PM knows every pending RFI, every submittal in rework, every owner conversation still open. The incoming PM gets a ZIP of old emails and a 45-minute phone call. The rest has to be reconstructed in the first 60 days.
Notice windows, liquidated damages, pay-when-paid language, retainage ratchets — the outgoing PM had them mentally tracked. Miss a notice window in the first week, and the claim is gone before the new PM even unpacks.
A cost report shows -$420k to budget. Was that a known scope add? An unrecovered CO? A coding error? Without the narrative, the incoming PM either over-corrects or inherits a surprise at the next owner meeting.
Projects with unstructured handoffs are 3x more likely to exceed budget due to missed risks, lapsed deadlines, and duplicated work. The cost of a bad handoff shows up 90 days later — and it's never small.
High-risk clauses, notice windows, payment terms, liability exposure — everything the incoming PM needs to know about the contract before making any decisions.
Missing items, unauthorized extras, compliance status from prior scope checks — a clear picture of what was supposed to be in scope versus what actually is.
Pending change orders, outstanding submittals, unresolved RFIs — every open item compiled into a single actionable register with status, age, and next steps.
Cost to date, projected final cost, critical milestones, and delivery timeline — the financial and schedule picture at a glance with variance callouts.
Owner reps, architect, consultants, key trades, and system access. Who to call for what, with escalation paths and political context flagged where relevant.
One-click export as a branded PDF or shareable link. Editable before release so the outgoing PM can layer institutional knowledge on top of the AI-drafted brief.
Contract, CO log, submittal log, RFI log, budget reports, and any prior Trueleveler analysis results. PDF, Word, Excel — any format.
Trueleveler reads every document, cross-references risks, open items, budget data, and schedule status into a single structured handoff report.
Every section is editable. Add institutional knowledge, flag political context, note owner preferences before sharing with the incoming PM.
Export as branded PDF or share a live link. Incoming PM reads a consolidated brief in 15 minutes, not a week of email archaeology.
Projects with unstructured handoffs are 3x more likely to exceed budget. Missed notice windows, duplicated work, and unflagged risks compound — a structured handoff is the cheapest insurance policy on a project transition.
What used to take an outgoing PM two days to assemble (and still leave gaps) now takes under a minute, plus edits. The incoming PM reads the brief in 15 minutes instead of losing a week to discovery.
Every risk, open item, key contact, and budget variance is in one document — with the narrative intact. The incoming PM starts day one with the full picture, not a stack of folders and a guess.
Upload your own project docs and get a full AI-drafted handoff brief in minutes. No credit card, no templates, no lock-in.