PLAN INTAKE & PREPARATION

Get plans into the right hands. Get review moving.

Bring submissions into an organized review process. Route plans to the right reviewers and give your team a clear view of who owns the next step.

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e-PlanSoft Assignments screen showing a project routed at intake to Fire, Plan and Public Works reviewers

THE CHALLENGE

A submitted plan isn’t always ready to move.

When files, assignments, and status live in different places, permit technicians spend their time coordinating the review before reviewers can begin.

Plan sheet surrounded by a PDF viewer, comment spreadsheet, email and sticky note, with tangled arrows all pointing at the sheet

HOW IT WORKS

Less coordination. More progress.

1SUBMISSION

Start with the front door your agency uses.

Applicants can submit through our portal or the front end of your permitting system. Connect intake to the review process without asking your agency to replace its entire workflow.

2ROUTING

Give every review a clear owner.

Route plans to reviewers based on your team’s rules. Keep the assignment attached to the work so the next step does not depend on another email.

3VISIBILITY

See where the review stands.

Make review status visible across the team. When a submission gets held up, see where it is and who needs to take the next step.

FROM OUR CUSTOMERS

“e-PlanSoft has revolutionized how permitting is done in Syracuse. Digital plan submission allows instant routing to inter-departmental reviewers without the delays and costs of large paper plan sets.”

City of Syracuse · New York

COMMON QUESTIONS

A few practical details.

Do applicants need to use a new portal?

Submissions can come through our portal or the front end of your permitting system. We can map the right approach for your agency’s existing setup.

Can routing reflect our team’s process?

Plans are routed based on your team’s rules. We can walk through your departments and assignment process during a demo.

Can staff see where a review is held up?

Visible review status helps staff understand where the work stands and where a follow-up is needed.

Give every review a better start.

Walk through your agency’s process with our team.

Book a demo