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Who it's for Consultants

For consultants

Stop rebuilding the same BEP and EIR for every client

Plannerly helps BIM and information management consultants run every client's ISO 19650 process from their own templates. Start each project from your standard, bring in the client and every task team at no cost to them, and show progress and model checks as you go.

Start free See your jobs, in order

Free plan, no card. Your clients and their teams join free.

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Consultants among 100,000+ teams in 100+ countries

  • LIMSEN
  • AECOM
  • Capgemini
  • Parsons
  • Tetra Tech

The problem

Why your method gets lost on every new client

Sound familiar?

Every client gets a copy of a copy of your method

Each new client starts from the last client's Word files, with the old name still in three places. Their task teams answer in their own spreadsheets, and proving progress means screenshots in a monthly report. The jobs below put your method into every project, in order.

Your jobs, in order

The ISO 19650 jobs a consultant runs for clients, in order

Make it your company standard

Turn your method into templates: your BEP, EIR, requirements and scope in one template project. Start every client from it, and offer each improvement to every project that used it.

Step 1

Set the information requirements

Stop rewriting requirements for every client. Start from ISO 19650 templates, the buildingSMART Data Dictionary or your own library, and hand over requirements teams can check.

Step 2Episode 3

Write the BEP

Stop starting every client's BEP from scratch. Start from your template, let AI draft the first answers, and agree each section with the client and the task teams.

Step 3

Scope LOD and LOIN at scale

Reuse your LOD and LOIN standard on every project: drag in your template, adjust it for the client, and hand over a scope the whole team can read.

Step 4

Run the MIDP

Set up the MIDP once, bring in every task team at no cost to them, and hand your client a plan that's agreed, signed and tracked - the same way on every project.

Step 5Episode 1

Agree the RACI

Give clients accountability they can rely on: one accountable company per deliverable, a signed contract per team, and evidence of what each one delivered.

Step 6Episode 2

Check every model with IDS

Run the same checks for every client: one set of requirements, an IDS file for their model authors, and models checked automatically, with charts you can hand over.

Step 7

Connect your CDE

Track delivery for clients without owning their CDE. Connect each client's Autodesk hub once, with their administrator's say-so, and matching files fill the plan.

Step 8Episode 4

Teach ISO 19650

Train client teams on the real workflow: a recorded guest lecture, a four-stage ISO 19650 assignment with marking criteria, and free courses with certificates.

Step 9

Case studies

Consultants who run their method on every project

A consultancy that coordinated 50 companies, cut BEP planning from 100+ hours to under 30 and saved over $4.5M on one development, a VDC firm that replaced five tools with one, and a BIM services firm bringing government compliance checks to Southeast Asia.

  • Portugal

    $4.5M / €4M

    Saved · 310,000 sqm project

    How one team saved over $4.5 million

    LIMSEN Consultants · BIM management

    Coordinated 50 companies and 45 BIM models on one of Portugal's largest mixed-use developments. BEP planning time dropped from 100+ hours to under 30.

    Using Plannerly was a cornerstone for us. There is no going back.
    Filipe Lima, Managing Partner · LIMSEN
    • 50 companies
    • ISO 19650
    • BEP
  • United States

    5x growth · 60% faster

    VDC workflows streamlined

    Five tools gone, one source of truth

    reiSource · VDC consultancy

    Replaced 5 disconnected tools with one platform. Scope prep dropped from 8 hours to 2 and the team scaled from 3 to 15 without compromising quality.

    What we used to do with five tools, we now do with one, and with more consistency.
    Christopher Allen, Co-founder · reiSource
    • VDC
    • Tool consolidation
    • Scale-up
  • Southeast Asia

    3 countries · Plannerly + Solibri

    Singapore, Malaysia & Indonesia

    Bringing government BIM compliance to Southeast Asia

    AdRem IT Solutions · BIM services

    Integrated Plannerly with Solibri's Accessibility Code Checker for automated CORENET X compliance in Singapore, and now rolling out ISO 19650 certification across Malaysia and Indonesia.

    Plannerly is critical to our information compliance standards and now with the tracking reports built in, we can spend more time ensuring better quality deliverables and less time collecting compliance statistics with screenshots.
    Voon Lok, Managing Director · AdRem IT Solutions
    • CORENET X
    • Solibri
    • ISO 19650

See all case studiesOwners, design teams, contractors, consultants and educators - filter them by your kind of organisation.

What the auditor says

An ISO 19650 auditor on clients who run Plannerly

It's always a dream to audit a client who has adopted Plannerly.
Austin GibbonsISO 19650 Auditor, Simply Certification

What consultants say

Consultants on running Plannerly for their clients

  • 5 out of 5

    I feel like I work at Disneyland when I show off Plannerly. It's so simple and visual!
    Cindy BaldwinPresident · VDCO Tech

  • 5 out of 5

    Plannerly accelerated our standards creation and virtually eliminated the burden to get updates to end users.
    John RussoPresident · USIBD

  • 5 out of 5

    When you're helping governments go digital, you need a platform teams actually understand. That's Plannerly.
    Voon LokManaging Director · AdRem IT Solutions

  • 5 out of 5

    Plannerly cut the time we spent tracking scope and verifying models by 60%.
    Jonathan GriffithsSenior VDC Engineer · reiSource

Your first job

Start with your company standard

Everything runs faster once your method is a template: requirements, BEP, scope and responsibilities, ready for each client's details. The use case shows how, step by step, with a free template project.

  1. Make it your standard (next)
  2. Set the requirements
  3. Write the BEP
Make your standard first

Free live webinar · Episode 3

Surviving ISO 19650 Information Requirements with AI

Build it. Connect it. Just ask Javis. Most owners aren't sure what to ask for, and requirements copied from the last job create work nobody needs. Three ways into your project's information requirements - build on the Plannerly API, connect your own AI with Plannerly MCP, or just ask Javis - on one structure your supply chain can check against.

Oct22Thu

Free webinar on Zoom · 45 minutes · How to survive as a BIM Manager

Thursday 22 October 2026

10:00New York 15:00London 18:00Dubai

You'll leave with

  • Requirements your supply chain can check against
  • The ten building blocks every requirement hangs on
  • Questions to ask Javis, Claude and ChatGPT about your project
  • The example project and the MCP setup guide

Fill this in to carry on.

That email doesn't look right - check for a typo.

Free. One sign-up covers every episode this season, and the replay comes to you if you can't make it. We pass your name and email to Zoom to register you, and Zoom sends your link.

You're in.

Your Zoom link is on its way to your inbox. See you on Thursday 22 October 2026.

Free download

Make your method the start of every client project: a template project and three free PDFs

Free download

Company Standards Survival Kit: a template project and 3 free PDFs

Everything to turn your best work into a company standard: a template project to make your own, and three PDFs on the ISO 19650 templates, the organisational requirements behind them and a simple way to improve BIM management.

  • 1 template project
  • 3 PDFs
  • Free

Company standard template project

A template project with ISO 19650 documents in Docs and a scope structure in Scope, ready for your wording, SmartFields and requirements. Start each new project from it.

Open in Plannerly Free account, no card needed.
PDF ISO 19650 workflow with free templates.pdfThe whole ISO 19650 process on one page, with the template that goes with each step PDF ISO 19650 OIR explained.pdfOrganisational information requirements: the standing requirements most standards start from PDF Five steps to better BIM management.pdfA short guide to running BIM management the same way on every project

Training

Take your clients through ISO 19650, and get certified yourself

For companies lesson - compliance

Your ISO 19650 Compliance Checklist

What an organisation needs in place for ISO 19650, as a checklist to take your clients through.

 Digital Troublemaker lesson - the case

Digital Construction Business Case

How to make the business case for better information management, so the client signs off the change.

 For companies · Free

ISO 19650 for Companies

Readiness check, gap analysis, action plan and audit preparation, with a free certificate. 16,600+ learners have taken our free courses.

4.85 (609 ratings) 51m Paid credential

Master Practitioner

Plannerly's highest ISO 19650 credential, earned through a practical, advisor-guided assignment - one to show your clients.

Setup guides

Set up your company standard and client projects, step by step

Short Help Center guides that walk you through each step in Plannerly. Open one beside the app and follow along.

Learn it properly

Level 1 - BIM Management Basics

Using SmartFields

Open the lesson

Read more

Consultant's guides to standards, compliance and partnership

Lessons from a BIM consultant

What an architect turned BIM consultant learned about people, data and keeping requirements simple.

Interview

How to get ISO 19650 compliant

The three steps from gap analysis to a passed audit, for your organisation or your client's.

Guide

ISO 19650 compliant in 60 days

Gap analysis, training and audit preparation for a company, with our team alongside.

Programme

ISO 19650 templates in your language

OIR, PIR, EIR, AIR and BEP templates to start your own standard from.

Templates

5 steps to better BIM management

A simple order of work for any BIM management service, client by client.

Guide

The Certified Partner Program

Partner plans for consultants, trainers and universities who use Plannerly with clients.

Partners

Questions

ISO 19650 for consultants: your questions, answered

How do BIM consultants use Plannerly with their clients?
Most start each client project from their own template project - requirements, BEP, scope and responsibilities - with SmartFields filling in the client's details. Then they invite the client and every task team, who join at no cost to them, agree who delivers what, and report progress from the charts instead of screenshots. Make it your company standard, and lessons from a BIM consultant.
Who owns the project - us or the client?
Whoever's account it sits in. Many consultants set the project up in their own account and keep running it. If the client wants it in theirs, a workspace admin on both sides can move it, with all its documents, scope, model checks and files intact. Move a project between workspaces or accounts.
Can we put our own branding on what we deliver?
Yes, on Pro: your branding on everything you export, from the BEP and the MIDP to each team's contract. Exports from the Free plan carry Plannerly branding. Compare the plans.
How do we keep every client project up to date when our standard changes?
Keep the standard in one template project and start each client project from it. When you improve a document there, projects that used it are offered the update, and version history shows what changed. Source templates in Docs, and version history.
Is there a partner programme for consultants?
Yes. The Certified Partner Program is for consultants, trainers and universities who use Plannerly with their clients, with training, certification and a place on the partner map. See the partner plans.
Can we get a client's organisation ready for an ISO 19650 audit?
The free ISO 19650 for Companies course takes an organisation through a readiness check, a gap analysis and an action plan to audit preparation, with a certificate. Pair it with your templates and the client has the evidence an auditor asks for. ISO 19650 for Companies, how to get ISO 19650 compliant and the UK BIM Framework's guidance on the information management function.
Can we run model checking as a service for clients?
Yes. Keep one set of requirements per client, export it as an IDS file for their model authors, and check each delivered model in Verify, in any of over 60 model file formats. Models are checked automatically and the charts update, so you report straight from the dashboard. Verify checks model information; it isn't a clash detection tool yet. Model checking with IDS, and IDS from buildingSMART.
How is Plannerly priced for consultants?
Per project. Free covers five projects, with you as the editor. Pro includes five projects with editors and viewers unlimited, so the client and every task team can work in the plan, and each project beyond that is priced on its own. Try Pro free for 14 days, with no card. See the prices.

Pricing

Pay per project, with your clients and their teams free

Free $0forever
  • Five projects included
  • The account owner edits; everyone they invite can view
  • 100 MB of project files
  • Explore Docs, Scope and Verify
  • Build your template project and start client projects from it
Start free
5 projects included free Pro
Choose your modules
$249/ month
  • Five projects included
  • Unlimited editors and viewers
  • 50 GB of project files
  • Your branding on everything you export
  • Each project beyond five: $49 a month
  • Your branding on everything you export
  • Editors unlimited, so the client and every task team work in the plan
  • SmartFields fill in each client's details
  • Try every Pro feature free for 14 days, no card
Start free

Prices in US dollars. You'll see the price for your country in the app.

Put your method into every client project

Start free, turn your best BEP and requirements into a template, and start your next client project from it. Your client and their teams join free.

Start free See the partner plans

Free plan · No card · Everyone you invite joins free