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A THOUGHTFUL TOOLKIT FOR REAL PLANNING WORK

From what you know
to what comes next.

One workspace for the context, sources, drafts, and review that turn information into a conservation plan.

Explore the fit for your team
4planning workflows103section templates1connected planning workspace
01START WITH THE RIGHT STRUCTURE

A workflow for
the work in front of you.

The templates provide structure. Your client’s circumstances, evidence, and priorities give each plan its substance.

30 SECTION TEMPLATES
FOR INDIVIDUAL PERMITTEES & PLANNERS

Grazing permit plans

Build a picture of the operation, the rangeland, and the permittee’s priorities. Develop a practical plan around how the land and the herd are managed.

  • Rangeland, soils & vegetation
  • Livestock & water management
  • Drought planning & resource concerns
20 SECTION TEMPLATES
FOR FARMS & AGRICULTURAL OPERATIONS

Farm & agricultural land-use plans

Bring farming practices, crop choices, water, and soils into the same conversation. Organize the information behind an agricultural land-use plan.

  • Farm description & soil conditions
  • Crops, irrigation & equipment
  • Farm management & annual task calendars
42 SECTION TEMPLATES
FOR TRIBAL AGRICULTURAL PLANNING

Tribal agricultural resource management plans

Use a broader planning structure for agricultural resources at the tribal or reservation scale, with room for community context and department knowledge.

  • Agricultural resource context
  • Community goals & planning priorities
  • Management, implementation & monitoring
11 SECTION TEMPLATES
FOR SHARED RANGE-UNIT PRIORITIES

Range unit consensus plans

Develop a plan in the collective voice of a range unit’s permittees. Record shared goals, consensus context, and management priorities in one client workspace.

  • Range unit & permittee context
  • Shared management goals
  • Consensus, responsibilities & follow-up
02A CONNECTED WAY TO WORK

Keep the thread,
from intake to review.

Follow the thinking behind the document. Keep the source material, the draft, and the review connected as the plan develops.

01

A home for each client.

Maintain a client roster and create plans in that client’s workspace. Capture operation details, goals, and interview notes before you draft.

02

Sources with context.

Upload text-bearing PDFs, Word documents, or text files. Select the sources for a drafting job and preserve their review status and references.

03

A drafting partner.

Queue an individual section or a full plan draft. Use the saved plan to develop supporting business-plan and BIA-summary drafts, then edit the results.

04

Room to refine.

Edit intake and section text, save new revisions, and keep a version history. Conflicting edits are checked so a stale draft does not silently replace newer work.

05

A clear review step.

Move a saved plan into review and record human approval of a specific revision. Later content changes return the plan to draft.

06

A document you can use.

Export the saved plan as a Word document through a private download. Bring the draft into your own review, coordination, and delivery process.

03CAREFUL BY DESIGN

Useful assistance.
Visible responsibility.

Conservation planning involves people, places, and information that deserve care. The workspace supports deliberate choices about what is used and who reviews the result.

01

Private, invitation-only workspaces

Organization access and client-scoped records keep planning work inside its intended workspace.

02

Human-controlled source classification

Mark sensitive sources to exclude them from AI drafting. This is a deliberate review step, not a promise that the app automatically detects all sensitive content.

03

Pending evidence stays pending

Source status remains part of the drafting context. A polished paragraph does not turn an unconfirmed input into a verified fact.

04

Approval belongs to people

AI output is a draft. Your review is separate from any agency determination, professional certification, or on-the-ground qualification.

THE PRACTICAL DETAILS

Know what the
workspace does.

What kinds of documents can I bring in?

The current workspace supports text-bearing PDF, Word (.docx), plain text, Markdown, and CSV files, up to 10 MB each. PDF extraction supports up to 100 pages. Scanned documents that need OCR and photo classification are not part of this release.

Does it include operational maps or live grant discovery?

The current product focuses on structured planning, source documents, drafting, review, and Word exports. Operational GIS, automated photo classification, live grant discovery, and cooperative sharing across separate client records are not currently included.

Can it guarantee a permit, grant, or agency approval?

No. The workspace supports preparation and coordination. It does not make agency decisions, establish funding eligibility, or replace review of regulatory requirements and site-specific evidence.

How do we get access?

Access is invitation-only. Contact us to discuss your organization’s workflows, users, document library, and setup needs.

GOOD PLANS START WITH A CONVERSATION

Put the right structure behind your work.

Let’s look at the plans you develop and the workflow your team needs.

Talk with us