PreForma converts a short client intake into a structured project risk summary — including scope guidance, contract language recommendations, and a project management brief — delivered before your first meeting.
Not a personality test. Structured project due diligence.
Many architects can identify, in retrospect, the early signals of their most difficult client relationships. The clients who struggled to commit. The briefs that kept expanding. The stakeholders who appeared mid-project. These situations are rarely random — and the early indicators are often present before the engagement begins.
PreForma is grounded in applied behavioral assessment — specifically, the study of how people approach decisions, manage uncertainty, and respond to constraints in complex, deadline-driven creative work. These patterns are well-documented in behavioral research and are meaningfully associated with how design projects tend to develop over time.
The platform was designed specifically for architecture and interior design practice: revision cycles, approval dependencies, scope management, and handover complexity. It is not a personality test, not a hiring assessment, and not a psychological diagnosis. It is a structured project due diligence tool that uses client intake data to surface risk indicators relevant to your specific engagement.
Your client completes a short intake. You receive a structured risk summary before the first meeting.
Your client completes a short project intake — framed as a standard onboarding questionnaire. No psychological language. Approximately 3 minutes. Works on any device.
PreForma maps the responses to a structured risk summary — identifying signals associated with scope creep, revision cycles, decision-making patterns, stakeholder complexity, and handover risk. Outputs are calibrated to your project type.
Six documents delivered to your inbox: an executive brief, a risk indicator summary, a project management guide, an adaptive scope of work, a contract clause set, and a mobile risk dashboard. Each document is calibrated to your client's intake responses and project type.
The following scenarios illustrate how architecture and interior design firms can use PreForma's output to anticipate project risk and strengthen their contracts before signing.
The intake identified signals associated with high visual inspiration dependency and lower decision confidence — a pattern that can be associated with concept-phase reopening and revision accumulation beyond contracted scope.
Guidance generated: Two-revision limit per phase, written sign-off required before concept advancement, stakeholder identification clause.
The client requested a third concept direction in week four. The studio referenced the phase sign-off clause. The client confirmed the existing direction. The project proceeded on schedule.
The intake identified signals associated with high autonomy preference and lower tolerance for structured process — a pattern that can correlate with incremental scope expansion and resistance to change-of-scope billing.
Guidance generated: Explicit scope boundary language, change-of-scope billing clause, single point of contact requirement.
The client requested structural modifications in week seven. The change-of-scope clause was referenced. Additional work was billed and accepted.
The intake identified signals associated with group decision-making and elevated likelihood of partner involvement — a pattern that can be associated with new stakeholder introduction after the concept phase.
Guidance generated: Stakeholder identification requirement before concept phase, joint sign-off protocol for all phase completions.
The client's partner requested involvement at the concept review. The joint sign-off protocol was already incorporated into the contract. The project continued without scope reset or renegotiation.
These scenarios are illustrative examples based on the types of risk indicators PreForma identifies. They represent realistic project situations, not documented client records. Individual results will vary.
Six documents generated automatically for each client assessment. Each serves a specific operational purpose — scope documentation, revision management, or contract preparation.
One page. Read it before you walk in. Profile in one sentence, top risk signals, three things you never do with this client, and a conflict de-escalation script.
Full behavioral breakdown across 8 dimensions — control tendency, change tolerance, approval risk, trust baseline, and stakeholder complexity — tied directly to this client's intake responses.
A full contract template calibrated to this client's profile — with targeted clauses for revision limits, scope lock, communication protocol, and payment milestones. Draft language for your legal review.
A licensed psychologist's reading of who this client is, what determines whether the project succeeds, and how to present to them in a language they actually respond to.
A scope of work document calibrated to this client's risk indicators — revision caps, phase sign-off requirements, client obligations, and payment milestones structured to protect your fee.
An interactive HTML file for your phone. Risk visualization, three golden rules, and expandable contract clause scripts — tap any clause to read the full context and copy the draft language.
The mobile dashboard provides a structured summary of your client's risk indicators before the first meeting. Every output reflects that client's specific intake responses — not a generic template.
Risk indicators by category — scope management, revision frequency, decision-making patterns, handover risk, and communication complexity. Each derived from client intake responses.
Three recommended practices — suggested boundaries and approaches for this client type, based on the identified risk indicators.
Clause guidance on demand — tap any clause for context: the rationale behind it, when to introduce it, and suggested language for the conversation.
One-tap draft language — copies the clause text directly to clipboard, ready to paste into your contract draft for legal review.
The work that led to PreForma began with a consistent observation: the decision-making patterns that make a client relationship difficult tend to appear early — often before the contract is signed.
The client who struggles to commit to a direction. The engagement that expands incrementally past its original scope. The new stakeholder who arrives mid-project. These are rarely isolated events. They are often associated with recognizable patterns in how people approach decisions, uncertainty, and creative collaboration under deadline.
PreForma was built to make those early indicators visible in a format that is immediately useful to architects and designers — not as a psychological evaluation, not as a personality test, but as a structured due diligence step before you commit your time and fee.
Both plans include a complimentary first assessment. No credit card required to get started.
For independent architects and smaller studios. Up to 3 client assessments per month.
For studios managing consistent project volume and multiple active client engagements.
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First assessment is free · No credit card required · Pay only when you need more
Your intake link is on its way. Send it to your next client before the first meeting. Your first assessment is complimentary.