Design the room. Keep every order in view.
Your AI assistant compares vendor quotes, prepares approval packets, and tracks the paperwork from selection to delivery. You choose the design, set the price, and release the order.
Film transcript
A room takes judgment. Every selection brings quotes, approvals, and an order to follow through.
Studio compares three vendor quotes, flags a finish mismatch, and prepares a Word comparison and client approval PDF. Your designer makes the choice.
Legate prepares the furnishing proposal with your prices, disclosures, and tax settings. Client approval comes before a person releases the order.
With Studio and Legate, Regaldi runs twenty-two of forty-three recurring processes, prepares twelve for the designer's decision, and leaves nine with the studio and its responsible professionals.
Studio prepares the documents. Legate keeps inquiries, approvals, and follow-ups in view. Two tools around your studio's work.
You choose the design, set the markup, and release every order. Supplier compensation is disclosed. AI marketing calls need prior express written consent. The materials come together through your judgment. The next decision stays with you.
Regaldi.
Regulated. Aligned. Digital. Start with one workflow.
With Studio and Legate, Regaldi runs 22 of 43 recurring processes, prepares 12 for the designer’s decision, and leaves 9 with the studio and its responsible professionals.
Administrative responsibility map. Setup, review and approvals apply.
- System runs
- 22
- Prepares for the designer
- 12
- Your team
- 9
- Recurring processes
- 43
Processes each tool runs or prepares; a process both tools share counts for both. Not 43 integrations, unattended execution or measured time saved. Each process and its tool
In short
Regaldi LLC is a Florida software company that gives residential and light commercial interior design studios an AI assistant for the paperwork from selection to delivery. Regaldi Studio compares vendor quotes and prepares client approval packets and order records, and Legate prepares proposals and keeps approved follow-through moving. Of the 43 recurring processes mapped for a design studio, Regaldi runs 22 with a person at the studio confirming, prepares 12 for the designer’s decision, and leaves 9 with the studio and its responsible professionals, including design and selections, price and markup, order commitment and final acceptance. Regaldi does not practise interior design, buy or sell furnishings or hold client money. Files stay in the studio’s folder; content read for a task passes through Regaldi’s server to the AI provider, currently Anthropic or OpenAI. Work starts with one workflow and a written scope, and the designer reviews each draft.
Related professionsArchitecture firmsContractorsLand surveyorsAll industries
Catch the mismatch before the order.
Studio compares the item, finish, dimensions, freight, lead time and cancellation terms in your vendor quotes.
Choice: designer. Client price: principal. Order release: purchasing lead.
Studio reads the PDF, Word and spreadsheet files you supply and prepares Word and PDF outputs. Dimension checks compare written numbers; Studio does not measure drawings, select the sofa or promise that an item can be delivered.
Open: vendor selection; client price; client signature. Custom, non-cancellable after order, under this demonstration vendor’s terms.
Put the selection and the terms together.
Studio and Legate prepare the furnishing proposal from your approved items and terms. The client signs. Your purchasing lead releases the order.
Compensation: fee and markup as disclosed in the agreement. Supplier commissions: none.
Nothing is ordered before the client signs and the purchasing lead releases the order.
Tax rates and treatment entered by the studio, checked by its accountant.
Activity: sent · viewed. Viewing is not approval.
Keep the acknowledgment beside the promise.
Studio drafts the purchase order, checks the vendor’s acknowledgment, and flags changes in item, finish, quantity, freight or ship date.
- 01 · Client Client approval The signed selection approval for each item.
- 02 · Purchasing lead Human release The principal or purchasing lead releases the order. A person releases every order
- 03 · Studio Purchase-order draft From approved lines, as a file in the studio’s folder.
- 04 · Studio Acknowledgment check Item, finish, quantity, freight, ship date and terms against the order.
- 05 · Studio · Legate Delivery record Status, receiving photos and agreed follow-ups.
- Finish changedDesigner review
- New freight termReview before acceptance
Compare acknowledgments promptly; same-day exception escalation is the configured target. Additional merchant terms and written confirmations need timely review.
The reasonable-time objection rule and the ten-day merchant-confirmation rule are different, and neither is a general ten-day cancellation right. No delivery-date promise. §672.207, F.S.
Studio prepares. Legate follows through.
Work with the files, accounts and decisions your studio already owns.
StudioPrepares the work · 29 processes
- Quote comparisons
Vendor quotes in PDF, Word or spreadsheet files compared line by line, with mismatched items, finishes and sizes flagged for the designer.
- Approval packets in Word and PDF
Client approval sheets and proposals from the items the designer approved, with the terms the principal set.
- Specification schedules
Vendor, item, finish, dimensions, quantity and lead time per room, copied from vendor documents.
- Purchase-order drafts
Drafts from approved lines as files in the studio’s folder. Staff confirm every email or portal submission.
- Acknowledgment checks
Each acknowledgment compared with its order; changes in item, finish, quantity, freight, ship date or terms go to the designer the same day.
- Receiving records and close-out binders
Receiving photos, claim drafts, punch lists and the final care and warranty PDF.
- Computer use
With your permission the assistant works in the studio’s own software on its Mac screen and in staff’s browser, configured per studio, and records each action.
LegateFollows through · 17 processes
- Inquiries and booking
Inquiries answered with AI identification, consultations booked on the designer’s calendar.
- Client records
Client and partner history, channel permissions and opt-outs.
- Agreements
Proposals with person-entered line taxes and in-app client signature. It does not invoice or collect deposits.
- Approved follow-ups
Outgoing drafts in the approval workflow you choose, with quiet hours and opted-out contacts suppressed.
- Partner research
Business search for architects, builders, showrooms and managers, with license verification where a registry exists.
- Renewal reminders
Resale certificates, tax return dates, business tax receipts, insurance and registration renewals.
In this configured workflow
A person approves every outgoing message, call and order in this configured workflow.
Acting without asking stays off and autonomous dialing stays off. Configured per studio: the studio’s own software on its Mac screen and staff’s own browser, each submission confirmed. No connector to design-business, accounting, vendor, freight or payment systems; no CAD, pricing engine, tax engine, purchase-order module or warehouse system. Voice intake is configured per customer.
43 recurring processes. Every responsibility visible.
22 run by the system. 12 prepared for a decision. 9 kept with people. Each cell names the tool that does the work, or the person who holds it.
- System runs it
- 22
- System prepares it
- 12
- Your people
- 9
- Processes mapped
- 43
- Studio29
- Legate17
- A process both tools share counts for both. Quarry, Radar and Herald carry none.
- S · System runs it. A person confirms, approves or sends.
- P · System prepares it. The designer or principal decides.
- H · Your people. People perform the act.
Hover, focus or tap a process to see what the system does. S is administrative work with review and confirmation, not an unattended purchase.
Inquiries, consultations and design agreements
- The system runs the administrative work; a person at the studio confirms, approves or sends. Website, social, email and referral inquiries are logged and answered in the studio’s words on the channel the person used: services, area served, how the studio charges in general terms and consultation times. The reply identifies the AI assistant and gives no design opinion or price.Tool: LegateTCPA; §501.059, F.S.; §481.223(1)(b), F.S.
- The system runs the administrative work; a person at the studio confirms, approves or sends. Rooms, scope, budget range, timeline, property type, association or landlord alteration rules, plans and photos are collected from the client, and the consultation goes on the designer’s calendar. No gate or alarm codes in messages.Tool: Legate · Studio§481.229(6)(a), F.S.
- People perform the act; software may organize supporting records. The system lays out comparable past projects, hours by phase from the studio’s records and the compensation methods the studio uses. The principal sets scope, fee, markup and terms before the agreement.Held by: Principal§481.2131(2), F.S.
- The AI assistant prepares it; the designer or principal decides. The studio’s own agreement is filled in from the approved scope: phases, fee and markup method, how every kind of compensation is paid, procurement terms, tax treatment, ownership of drawings and photos, and the right-to-cancel notice where counsel says it applies. Word and PDF for the principal’s review.Tool: Studio · Legate§481.2131(2), F.S.; Rule 12A-1.001(2)(a), F.A.C.; §§501.021-501.031, F.S.
- People perform the act; software may organize supporting records. The system records who signed, when and which version, and drafts the retainer request for staff to issue. The principal contracts for the studio and the client signs.Held by: Principal
- The AI assistant prepares it; the designer or principal decides. For each scope: what touches walls, structure, plumbing, electrical, HVAC, fire-rated separations, egress or alarms, whether the permitting body will want sealed documents, and which licensed professionals the client needs. The designer decides and tells the client.Tool: Studio§§481.203(10), 481.2131(1), 481.229(7), 481.231(1), F.S.
- The system runs the administrative work; a person at the studio confirms, approves or sends. Agreed follow-ups go to the prospective client after approval; accepted, declined and lost proposals are recorded with the stated reason. Opt-outs are respected.Tool: LegateCAN-SPAM
Concept, selections and client approvals
- The system runs the administrative work; a person at the studio confirms, approves or sends. Measurements, photos, floor plans and the building’s delivery and alteration rules are filed by room; missing door widths, elevator sizes and ceiling heights are listed for the next site visit. The system does not measure.Tool: Studio
- People perform the act; software may organize supporting records. The system keeps the decision log and the options the designer asked to compare. The concept, layout, palette and every product choice are the designer’s.Held by: Designer§481.203(10), F.S.
- The AI assistant prepares it; the designer or principal decides. Boards and decks are assembled from the products the designer chose, with vendor images used under the vendor’s terms. Any generated concept picture is labelled as an illustration. The designer edits and presents.Tool: Studio
- The system runs the administrative work; a person at the studio confirms, approves or sends. Client, contractor and vendor meetings become dated notes with decisions, open items and owners. Recordings are transcribed only where every participant agreed; required submission-meeting minutes are kept.Tool: Studio§934.03, F.S.; Rule 61G1-23.050(3), F.A.C.
- The system runs the administrative work; a person at the studio confirms, approves or sends. After the designer approves, each item goes to the client as an approval sheet: image, vendor, item number, finish, dimensions, quantity, lead time, approved price and tax, and whether it is custom and non-cancellable. Nothing is ordered without the signed answer.Tool: Legate · Studio§672.201, F.S.
- The AI assistant prepares it; the designer or principal decides. Alteration applications, installer insurance certificates, delivery-window and elevator requests and the plans an association or landlord asks for are assembled. The designer reviews; the owner signs and submits.Tool: Studio§720.3035(1)(a), F.S.
- People perform the act; software may organize supporting records. The system prepares the sheet index and checks title-block fields and the required statement on the drafts. A registered interior designer or an architect signs, dates and seals under responsible supervising control. The system never holds or applies a seal.Held by: Registered interior designer or architect§§481.2131(1), 481.221, F.S.; Rules 61G1-16.003, 61G1-16.004, 61G1-23.040, F.A.C.
Specifications, quotes and proposals
- The system runs the administrative work; a person at the studio confirms, approves or sends. For each selected item: vendor, item number, finish, fabric and yardage, dimensions, quantity, room, lead time and the care or rating data printed on the vendor’s sheet. Copied from vendor documents, never certified.Tool: Studio
- The system runs the administrative work; a person at the studio confirms, approves or sends. Quote requests go to the vendors the designer named, from the studio’s mailbox after approval, with item numbers, finishes, quantities, ship-to and the studio’s resale certificate on file. Staff send them.Tool: Studio · Legate§212.07(1)(b), F.S.
- The AI assistant prepares it; the designer or principal decides. Two or three quotes are compared line by line: item number, finish, dimensions, unit price, freight and crating, receiving, lead time, deposit and cancellation terms. Mismatched items, finishes or sizes are flagged. The designer chooses the vendor.Tool: Studio
- People perform the act; software may organize supporting records. The system shows net cost, freight, tax and the margin each option gives. The principal sets the client price and markup, disclosed to the client.Held by: Principal§481.2131(2), F.S.
- The AI assistant prepares it; the designer or principal decides. Approved items become a client proposal by line with the tax a person entered at the rate the studio set, deposit terms and the compensation disclosure, as PDF or as a Legate proposal the client signs in the browser. It routes the signature, not payment.Tool: Studio · LegateRule 12A-1.001(2)(a), F.A.C.
- The AI assistant prepares it; the designer or principal decides. Item dimensions from vendor sheets are compared with the measurements in the project file: room size, door and elevator openings, ceiling heights and the clearances the designer set. Conflicts go to the designer; no geometry is read from drawings.Tool: Studio
- The system runs the administrative work; a person at the studio confirms, approves or sends. Approved, proposed, ordered, invoiced and paid amounts by room and item, from the studio’s records; overages and price changes since approval are flagged to the designer.Tool: Studio
Purchasing and vendor follow-through
- The system runs the administrative work; a person at the studio confirms, approves or sends. When the client approves a proposal, the deposit request is drafted from the agreement and staff send it from the studio’s accounting software. An item is ready to order only when the payment is recorded. The system never takes or moves money.Tool: Studio · Legate
- The system runs the administrative work; a person at the studio confirms, approves or sends. Purchase orders are drafted from approved proposal lines: vendor, item, finish, quantity, ship-to, sidemark and the resale certificate. Staff place them by email or on the vendor’s site in their own browser, each submission confirmed.Tool: Studio§672.201(1), F.S.
- People perform the act; software may organize supporting records. The system shows the signed client approval, the payment status and the cancellation terms. The principal or purchasing lead releases the order, especially custom and non-cancellable items.Held by: Principal or purchasing lead
- The system runs the administrative work; a person at the studio confirms, approves or sends. Each vendor acknowledgment is compared with the purchase order line by line: item, finish, quantity, charges, ship date and any new terms. Differences go to the designer the same day for a timely human objection.Tool: Studio§§672.201(2), 672.207(2), F.S.
- The system runs the administrative work; a person at the studio confirms, approves or sends. The studio’s annual resale certificate goes to new vendors after approval, exempt clients’ certificates are filed, and expiry dates and the next annual certificate are tracked.Tool: Studio · Legate§§212.07(1)(b), 212.18(3)(e), F.S.
- The system runs the administrative work; a person at the studio confirms, approves or sends. Open orders are checked with vendors on the studio’s schedule from staff-supplied and vendor status; ship dates, delays and tracking numbers are logged, and the client gets an approved update. No delivery-date promise.Tool: Studio · Legate
- The AI assistant prepares it; the designer or principal decides. For backorders and discontinued items, alternatives with the same size, finish and price range are prepared from the vendors the studio uses, with the new lead time. The designer and the client decide.Tool: Studio
- The AI assistant prepares it; the designer or principal decides. Client changes become a change order with the price difference, restocking or cancellation fees from the signed terms and the schedule effect, for the designer to approve and the client to sign.Tool: Studio · Legate
Delivery, installation and close-out
- The system runs the administrative work; a person at the studio confirms, approves or sends. Shipments to the receiving warehouse are tracked from email or the warehouse’s site in staff’s browser; receiving reports and photos are filed against the order, with storage charges and missing items listed by room.Tool: Studio · Legate
- The AI assistant prepares it; the designer or principal decides. From receiving photos and notes: what arrived damaged or wrong, the vendor’s or carrier’s claim deadline as written in their terms, and the draft claim or replacement request for the designer to approve.Tool: Studio
- The system runs the administrative work; a person at the studio confirms, approves or sends. Delivery and installation dates, installer crews, building insurance certificates, elevator reservations and delivery windows are prepared; people approve and confirm each booking with the building and the client.Tool: Studio · Legate
- People perform the act; software may organize supporting records. The system tracks the contractor’s schedule, the items the contractor installs and the dates the studio’s deliveries depend on. The licensed contractor permits and performs the work; the designer coordinates design questions.Held by: Licensed contractor · Designer§§481.229(7), 489.105(3), 489.127(1)(f), F.S.
- The system runs the administrative work; a person at the studio confirms, approves or sends. The installation walk-through becomes a punch list by room and vendor with photos; follow-ups go out after approval, and each item is closed with the photo staff supply.Tool: Studio
- People perform the act; software may organize supporting records. The system prepares the room-by-room checklist and open items. The designer walks the project with the client and records acceptance.Held by: Designer
- The system runs the administrative work; a person at the studio confirms, approves or sends. Product list with vendors and finishes, care and warranty documents, fabric records, the final reconciliation and permissioned photos, delivered as one PDF.Tool: Studio
Money, records and new business
- The system runs the administrative work; a person at the studio confirms, approves or sends. Invoices are drafted from the agreement, approved proposals and delivered items, with tax at the rates and on the charges the studio’s accountant set. Staff send them from the accounting software; approved reminders go to clients with balances.Tool: Studio · Legate§212.05(1)(a)1.a, F.S.; Rule 12A-1.001(2)(a), F.A.C.
- The system runs the administrative work; a person at the studio confirms, approves or sends. Sales-tax return dates, the annual resale certificate, local business tax receipts, insurance renewals and, for registered staff, the registration renewal are tracked with reminders. No filing is made for the studio.Tool: Legate§§212.18(3)(e), 205.053, F.S.
- The AI assistant prepares it; the designer or principal decides. Trade discounts, rebates, showroom commissions and gifts are logged per project and per vendor, and the client disclosure is drafted for the principal to send. Supplier compensation only if the client knows and agrees.Tool: Studio§481.2131(2), F.S.; Rule 61G1-12.001(6), F.A.C.
- The AI assistant prepares it; the designer or principal decides. Website pages, portfolio entries and posts are checked for titles, the studio’s real role on each project, photo credits and releases, client privacy and labelled illustrations. A person approves publication.Tool: Studio§481.223(1)(b), F.S.; Rule 61G1-12.001(2), F.A.C.
- The system runs the administrative work; a person at the studio confirms, approves or sends. Architects, builders and remodelers, realtors, showrooms and property and association managers: research, approved introductions and agreed follow-ups, with a history per relationship. No referral fee to or from realtors; nothing of value to association officials.Tool: Legate§475.25(1)(h), F.S.; §§718.111(1)(a), 720.3033(3), F.S.
- The system runs the administrative work; a person at the studio confirms, approves or sends. Check-ins with past clients who agreed to hear from the studio and a review request after acceptance. The client writes the review; no fabricated reviews.Tool: Legate16 CFR 465
- People perform the act; software may organize supporting records. The system keeps the project record, the payment history and the claim-of-lien deadline for counsel’s review. Whether to record a lien, answer a dispute or go to counsel is the principal’s.Held by: Principal · Counsel§§713.03, 713.08(5), F.S.
Read the whole map as a list
| No. | Process | Who carries it | Tool or holder | What the system does | Rule |
|---|---|---|---|---|---|
| Inquiries, consultations and design agreements | |||||
| 01 | Inquiry intake | System runs it | Legate | Website, social, email and referral inquiries are logged and answered in the studio’s words on the channel the person used: services, area served, how the studio charges in general terms and consultation times. The reply identifies the AI assistant and gives no design opinion or price. | TCPA; §501.059, F.S.; §481.223(1)(b), F.S. Details |
| 02 | Questionnaire and booking | System runs it | Legate · Studio | Rooms, scope, budget range, timeline, property type, association or landlord alteration rules, plans and photos are collected from the client, and the consultation goes on the designer’s calendar. No gate or alarm codes in messages. | §481.229(6)(a), F.S. Details |
| 03 | Scope and compensation | Your people | Principal | The system lays out comparable past projects, hours by phase from the studio’s records and the compensation methods the studio uses. The principal sets scope, fee, markup and terms before the agreement. | §481.2131(2), F.S. Details |
| 04 | Design agreement draft | System prepares it | Studio · Legate | The studio’s own agreement is filled in from the approved scope: phases, fee and markup method, how every kind of compensation is paid, procurement terms, tax treatment, ownership of drawings and photos, and the right-to-cancel notice where counsel says it applies. Word and PDF for the principal’s review. | §481.2131(2), F.S.; Rule 12A-1.001(2)(a), F.A.C.; §§501.021-501.031, F.S. Details |
| 05 | Signature and retainer | Your people | Principal | The system records who signed, when and which version, and drafts the retainer request for staff to issue. The principal contracts for the studio and the client signs. | Details |
| 06 | Practice-boundary check | System prepares it | Studio | For each scope: what touches walls, structure, plumbing, electrical, HVAC, fire-rated separations, egress or alarms, whether the permitting body will want sealed documents, and which licensed professionals the client needs. The designer decides and tells the client. | §§481.203(10), 481.2131(1), 481.229(7), 481.231(1), F.S. Details |
| 07 | Proposal follow-up | System runs it | Legate | Agreed follow-ups go to the prospective client after approval; accepted, declined and lost proposals are recorded with the stated reason. Opt-outs are respected. | CAN-SPAM Details |
| Concept, selections and client approvals | |||||
| 08 | Site records and measurements | System runs it | Studio | Measurements, photos, floor plans and the building’s delivery and alteration rules are filed by room; missing door widths, elevator sizes and ceiling heights are listed for the next site visit. The system does not measure. | |
| 09 | Design and selections | Your people | Designer | The system keeps the decision log and the options the designer asked to compare. The concept, layout, palette and every product choice are the designer’s. | §481.203(10), F.S. Details |
| 10 | Boards and presentations | System prepares it | Studio | Boards and decks are assembled from the products the designer chose, with vendor images used under the vendor’s terms. Any generated concept picture is labelled as an illustration. The designer edits and presents. | Details |
| 11 | Notes and decision log | System runs it | Studio | Client, contractor and vendor meetings become dated notes with decisions, open items and owners. Recordings are transcribed only where every participant agreed; required submission-meeting minutes are kept. | §934.03, F.S.; Rule 61G1-23.050(3), F.A.C. Details |
| 12 | Selection approval | System runs it | Legate · Studio | After the designer approves, each item goes to the client as an approval sheet: image, vendor, item number, finish, dimensions, quantity, lead time, approved price and tax, and whether it is custom and non-cancellable. Nothing is ordered without the signed answer. | §672.201, F.S. Details |
| 13 | Building approval packets | System prepares it | Studio | Alteration applications, installer insurance certificates, delivery-window and elevator requests and the plans an association or landlord asks for are assembled. The designer reviews; the owner signs and submits. | §720.3035(1)(a), F.S. Details |
| 14 | Sealed permit documents | Your people | Registered interior designer or architect | The system prepares the sheet index and checks title-block fields and the required statement on the drafts. A registered interior designer or an architect signs, dates and seals under responsible supervising control. The system never holds or applies a seal. | §§481.2131(1), 481.221, F.S.; Rules 61G1-16.003, 61G1-16.004, 61G1-23.040, F.A.C. Details |
| Specifications, quotes and proposals | |||||
| 15 | Specification schedule | System runs it | Studio | For each selected item: vendor, item number, finish, fabric and yardage, dimensions, quantity, room, lead time and the care or rating data printed on the vendor’s sheet. Copied from vendor documents, never certified. | Details |
| 16 | Vendor quote requests | System runs it | Studio · Legate | Quote requests go to the vendors the designer named, from the studio’s mailbox after approval, with item numbers, finishes, quantities, ship-to and the studio’s resale certificate on file. Staff send them. | §212.07(1)(b), F.S. Details |
| 17 | Quote comparison | System prepares it | Studio | Two or three quotes are compared line by line: item number, finish, dimensions, unit price, freight and crating, receiving, lead time, deposit and cancellation terms. Mismatched items, finishes or sizes are flagged. The designer chooses the vendor. | Details |
| 18 | Price and markup | Your people | Principal | The system shows net cost, freight, tax and the margin each option gives. The principal sets the client price and markup, disclosed to the client. | §481.2131(2), F.S. Details |
| 19 | Furnishing proposal | System prepares it | Studio · Legate | Approved items become a client proposal by line with the tax a person entered at the rate the studio set, deposit terms and the compensation disclosure, as PDF or as a Legate proposal the client signs in the browser. It routes the signature, not payment. | Rule 12A-1.001(2)(a), F.A.C. Details |
| 20 | Written dimension check | System prepares it | Studio | Item dimensions from vendor sheets are compared with the measurements in the project file: room size, door and elevator openings, ceiling heights and the clearances the designer set. Conflicts go to the designer; no geometry is read from drawings. | Details |
| 21 | Budget tracker | System runs it | Studio | Approved, proposed, ordered, invoiced and paid amounts by room and item, from the studio’s records; overages and price changes since approval are flagged to the designer. | |
| Purchasing and vendor follow-through | |||||
| 22 | Deposit request draft | System runs it | Studio · Legate | When the client approves a proposal, the deposit request is drafted from the agreement and staff send it from the studio’s accounting software. An item is ready to order only when the payment is recorded. The system never takes or moves money. | Details |
| 23 | Purchase-order draft | System runs it | Studio | Purchase orders are drafted from approved proposal lines: vendor, item, finish, quantity, ship-to, sidemark and the resale certificate. Staff place them by email or on the vendor’s site in their own browser, each submission confirmed. | §672.201(1), F.S. Details |
| 24 | Order commitment | Your people | Principal or purchasing lead | The system shows the signed client approval, the payment status and the cancellation terms. The principal or purchasing lead releases the order, especially custom and non-cancellable items. | Details |
| 25 | Acknowledgment check | System runs it | Studio | Each vendor acknowledgment is compared with the purchase order line by line: item, finish, quantity, charges, ship date and any new terms. Differences go to the designer the same day for a timely human objection. | §§672.201(2), 672.207(2), F.S. Details |
| 26 | Resale certificates | System runs it | Studio · Legate | The studio’s annual resale certificate goes to new vendors after approval, exempt clients’ certificates are filed, and expiry dates and the next annual certificate are tracked. | §§212.07(1)(b), 212.18(3)(e), F.S. Details |
| 27 | Lead times and status | System runs it | Studio · Legate | Open orders are checked with vendors on the studio’s schedule from staff-supplied and vendor status; ship dates, delays and tracking numbers are logged, and the client gets an approved update. No delivery-date promise. | Details |
| 28 | Substitution options | System prepares it | Studio | For backorders and discontinued items, alternatives with the same size, finish and price range are prepared from the vendors the studio uses, with the new lead time. The designer and the client decide. | Details |
| 29 | Changes and cancellations | System prepares it | Studio · Legate | Client changes become a change order with the price difference, restocking or cancellation fees from the signed terms and the schedule effect, for the designer to approve and the client to sign. | Details |
| Delivery, installation and close-out | |||||
| 30 | Freight and receiving | System runs it | Studio · Legate | Shipments to the receiving warehouse are tracked from email or the warehouse’s site in staff’s browser; receiving reports and photos are filed against the order, with storage charges and missing items listed by room. | Details |
| 31 | Damage claim draft | System prepares it | Studio | From receiving photos and notes: what arrived damaged or wrong, the vendor’s or carrier’s claim deadline as written in their terms, and the draft claim or replacement request for the designer to approve. | Details |
| 32 | Installation logistics | System runs it | Studio · Legate | Delivery and installation dates, installer crews, building insurance certificates, elevator reservations and delivery windows are prepared; people approve and confirm each booking with the building and the client. | Details |
| 33 | Contractor construction | Your people | Licensed contractor · Designer | The system tracks the contractor’s schedule, the items the contractor installs and the dates the studio’s deliveries depend on. The licensed contractor permits and performs the work; the designer coordinates design questions. | §§481.229(7), 489.105(3), 489.127(1)(f), F.S. Details |
| 34 | Punch list | System runs it | Studio | The installation walk-through becomes a punch list by room and vendor with photos; follow-ups go out after approval, and each item is closed with the photo staff supply. | |
| 35 | Final acceptance | Your people | Designer | The system prepares the room-by-room checklist and open items. The designer walks the project with the client and records acceptance. | |
| 36 | Close-out binder | System runs it | Studio | Product list with vendors and finishes, care and warranty documents, fabric records, the final reconciliation and permissioned photos, delivered as one PDF. | Details |
| Money, records and new business | |||||
| 37 | Invoice draft and follow-up | System runs it | Studio · Legate | Invoices are drafted from the agreement, approved proposals and delivered items, with tax at the rates and on the charges the studio’s accountant set. Staff send them from the accounting software; approved reminders go to clients with balances. | §212.05(1)(a)1.a, F.S.; Rule 12A-1.001(2)(a), F.A.C. Details |
| 38 | Renewals calendar | System runs it | Legate | Sales-tax return dates, the annual resale certificate, local business tax receipts, insurance renewals and, for registered staff, the registration renewal are tracked with reminders. No filing is made for the studio. | §§212.18(3)(e), 205.053, F.S. Details |
| 39 | Supplier compensation | System prepares it | Studio | Trade discounts, rebates, showroom commissions and gifts are logged per project and per vendor, and the client disclosure is drafted for the principal to send. Supplier compensation only if the client knows and agrees. | §481.2131(2), F.S.; Rule 61G1-12.001(6), F.A.C. Details |
| 40 | Portfolio and advertising | System prepares it | Studio | Website pages, portfolio entries and posts are checked for titles, the studio’s real role on each project, photo credits and releases, client privacy and labelled illustrations. A person approves publication. | §481.223(1)(b), F.S.; Rule 61G1-12.001(2), F.A.C. Details |
| 41 | Referral partners | System runs it | Legate | Architects, builders and remodelers, realtors, showrooms and property and association managers: research, approved introductions and agreed follow-ups, with a history per relationship. No referral fee to or from realtors; nothing of value to association officials. | §475.25(1)(h), F.S.; §§718.111(1)(a), 720.3033(3), F.S. Details |
| 42 | Past clients and reviews | System runs it | Legate | Check-ins with past clients who agreed to hear from the studio and a review request after acceptance. The client writes the review; no fabricated reviews. | 16 CFR 465 |
| 43 | Disputes and liens | Your people | Principal · Counsel | The system keeps the project record, the payment history and the claim-of-lien deadline for counsel’s review. Whether to record a lien, answer a dispute or go to counsel is the principal’s. | §§713.03, 713.08(5), F.S. Details |
These are administrative responsibility assignments, not 43 integrations, unattended execution or a measure of time saved. Design choices, signatures, seals, client money, construction and disputes stay with responsible people. No autonomous orders or homeowner lists built from public records.
Your design. Your price. Your release.
Regaldi organizes the evidence. Your studio makes the decisions: scope and compensation, the agreement signature, design and selections, pricing and markup, the commitment to order, final acceptance, and disputes, liens and claims. Sealed permit documents stay with a registered interior designer or architect, and construction with licensed contractors.
Regaldi LLC is a Florida software company. It does not practise interior design or architecture, buy or sell furnishings, hold client money, act as a contractor, or apply a professional seal or signature.
Florida does not require registration to practise interior design; registration controls the title “registered interior designer” and seals where a permitting body requires them; the designer never does structural, MEP or life-safety work and is not a contractor. §481.213(8) §481.229
Structural, mechanical, electrical, plumbing, HVAC and life-safety work belongs to appropriately qualified architects, engineers and licensed contractors. A registered interior designer or architect signs, dates and seals required interior-design permit documents under responsible supervising control. Regaldi never stores, applies or forwards a professional seal or digital signature, and a client’s in-app agreement signature is not a professional seal. Check local requirements.
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03 Scope and compensation Principal
§481.2131(2), F.S.- What stays with your people
- Scope, fee, markup and terms are set by the principal before the agreement, with the method of compensation disclosed.
- What the system does around it
- The system lays out comparable past projects, hours by phase from the studio’s records and the compensation methods the studio uses. The principal sets scope, fee, markup and terms before the agreement.
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05 Signature and retainer Principal
The power to bind the studio- What stays with your people
- The principal contracts for the studio and the client signs. The system records the version and the signature; staff issue the retainer request.
- What the system does around it
- The system records who signed, when and which version, and drafts the retainer request for staff to issue. The principal contracts for the studio and the client signs.
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09 Design and selections Designer
§481.203(10), F.S.- What stays with your people
- The concept, layout, palette and every product choice are the designer’s professional judgment. The system never selects a product.
- What the system does around it
- The system keeps the decision log and the options the designer asked to compare. The concept, layout, palette and every product choice are the designer’s.
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14 Sealed permit documents Registered interior designer or architect
§481.2131(1), F.S.; Rule 61G1-16.003- What stays with your people
- A registered interior designer or an architect signs, dates and seals required permit documents under responsible supervising control. Regaldi never stores, applies or forwards a seal.
- What the system does around it
- The system prepares the sheet index and checks title-block fields and the required statement on the drafts. A registered interior designer or an architect signs, dates and seals under responsible supervising control. The system never holds or applies a seal.
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18 Price and markup Principal
§481.2131(2), F.S.- What stays with your people
- The principal sets the client price and markup, and every fee, percentage or markup is disclosed to the client.
- What the system does around it
- The system shows net cost, freight, tax and the margin each option gives. The principal sets the client price and markup, disclosed to the client.
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24 Order commitment Principal or purchasing lead
Client money and studio credit- What stays with your people
- The principal or purchasing lead releases each order after the signed approval, the payment status and the terms are reviewed.
- What the system does around it
- The system shows the signed client approval, the payment status and the cancellation terms. The principal or purchasing lead releases the order, especially custom and non-cancellable items.
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33 Contractor construction Licensed contractor · Designer
§§481.229(7), 489.127(1)(f), F.S.- What stays with your people
- Licensed contractors permit and perform construction. The designer coordinates design questions and the studio does not act as a contractor.
- What the system does around it
- The system tracks the contractor’s schedule, the items the contractor installs and the dates the studio’s deliveries depend on. The licensed contractor permits and performs the work; the designer coordinates design questions.
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35 Final acceptance Designer
The client relationship- What stays with your people
- The designer walks the project with the client and records acceptance. Nothing is accepted automatically.
- What the system does around it
- The system prepares the room-by-room checklist and open items. The designer walks the project with the client and records acceptance.
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43 Disputes and liens Principal · Counsel
§§713.03, 713.08(5), F.S.- What stays with your people
- The principal decides with counsel whether to record a lien, answer a dispute or take legal action, and which date is legally relevant.
- What the system does around it
- The system keeps the project record, the payment history and the claim-of-lien deadline for counsel’s review. Whether to record a lien, answer a dispute or go to counsel is the principal’s.
The AI assistant never calls itself a designer, selects a product, sets a price, releases an order, applies a seal, accepts a vendor’s terms or records a lien. General information, not legal or tax advice.
Responsibilities and limits
The limits each workflow keeps, by topic. Processes on the map link here.
Titles, seals and the design boundary§§481.203, 481.213(8), 481.2131(1), 481.221, 481.223, 481.229, F.S.
Florida does not require registration to practise interior design. Registration controls the title “registered interior designer” and seals where a permitting body requires them. A registered interior designer or an architect signs, dates and seals required interior-design permit documents under responsible supervising control. Regaldi never stores, applies or forwards a professional seal or digital signature, and the AI assistant never calls itself a designer.
Interior design covers nonstructural interior elements. Structural, mechanical, electrical, plumbing, HVAC and life-safety work belongs to appropriately qualified architects, engineers and licensed contractors, and the studio does not act as a contractor. Check local requirements, which can be stricter.
Compensation and disclosure§481.2131(2), F.S.; Rule 61G1-12.001(6), F.A.C.
Scope and the method of compensation are settled before the agreement. Fees, percentages, markups, trade discounts, rebates, commissions, gifts and other supplier compensation are disclosed to the client in writing, and supplier compensation requires the client’s knowledge and agreement. Conflicts are logged. Full disclosure is presented as the studio’s practice on every job; how the statute reaches residential work is a question for counsel.
Sales tax and resale records§§212.02(16), 212.05, 212.07(1)(b), 212.18, F.S.; Rule 12A-1.001(2)(a), F.A.C.
A design fee tied to a furnishing sale is part of the taxable selling price; a genuinely separate design-only service may be treated differently. The studio and its accountant determine taxability, rates, county surtax, exemptions and mixed-contract treatment. Legate applies the per-line rate a person enters; it does not determine the law, and there is no tax engine.
Staff issue invoices and deposit requests from the studio’s accounting software. Regaldi neither holds nor moves client money. Keep dealer registration, the annual resale certificate and supporting exemption records current.
Approvals, orders and vendor terms§§672.201, 672.207, 501.021-501.031, F.S.
Each order follows the client’s signed selection approval and a person’s release. The system never pays, moves money or accepts a vendor’s terms. Acknowledgments are compared promptly, with same-day escalation as the configured target; additional merchant terms and written confirmations need timely review. The reasonable-time objection rule and the ten-day merchant-confirmation rule are different, and neither is a general cancellation right.
Terms cover custom and non-cancellable goods, deposits, freight, receiving, storage, restocking, changes, cancellations and ownership of drawings and photographs, checked against counsel-approved templates. In-home sales can carry a three-business-day right to cancel and a prescribed “BUYER’S RIGHT TO CANCEL” notice; the requested-specific-services exclusion may apply. Counsel decides before the studio uses that agreement.
Delivery, buildings and claims§720.3035(1)(a), F.S.
Building and association packets follow the actual declaration, landlord requirements, insurance conditions, elevator reservations and delivery windows; the owner signs and submits. An association reviews only what its declaration and published guidelines allow. Claims use the actual vendor or carrier terms and bill of lading, not a universal deadline. Ratings are copied from supplier documents, not certified by the AI assistant. No delivery-date promise.
Disputes and liens§§713.03, 713.08(5), F.S.
For disputes, keep approvals, versions, receipts and correspondence. The 90-day claim-of-lien recording deadline after final furnishing is flagged for counsel’s review. Eligibility, the legally relevant date and whether loose furnishings support a lien are decided by the principal with counsel; no lien or notice is recorded automatically.
Images and portfolio§481.223(1)(b), F.S.; Rule 61G1-12.001(2), F.A.C.
Vendor images are used under the vendor’s terms; an illustration is never proof of the specified product. Portfolio entries use the studio’s actual role, correct professional titles, photographer credit and rights, and client permission; a home is not identified without permission. Any generated room concept is labelled as an illustration, never a photograph of completed work or an exact specified item.
Private homes and dataRule 61G1-12.001(6)(h), F.A.C.
Addresses, plans and interior photos stay in the studio’s controlled files. Gate and alarm codes stay out of messages. Nothing is published without permission. Files stay in your studio’s folder; content the AI assistant reads for a task passes through Regaldi’s server to the AI provider, currently Anthropic or OpenAI, and memory and uploads are stored on Regaldi’s server under written access, retention and deletion terms. One studio’s clients and vendors are never used for another studio.
Calls, texts and emailTCPA; FCC 24-17; §§501.059, 501.616(6), 934.03, F.S.; CAN-SPAM
Furnishings for a home are consumer goods, so the full telephone rules apply to homeowners. AI or automated marketing calls and automated marketing texts require prior express written consent, including business cell phones. The AI assistant identifies itself. Apply national, Florida and internal do-not-call checks, 8 a.m. to 8 p.m. at the recipient’s location, and no more than three solicitation calls in 24 hours on the same subject. Recording requires every participant’s consent. Staff dial prospecting calls; autonomous dialing stays off.
Email uses an accurate sender, the studio’s postal address and a working opt-out honored within ten business days and suppressed promptly. An inquiry or a published business number is not blanket marketing consent. Telephone-seller licensing or an exemption is reviewed with counsel; no blanket business-to-business exemption is claimed.
Choose the work worth measuring.
Use your studio’s volumes to choose the first workflow.
≈ modeled hours a week of administrative work
About of studio hours a week under the comparison assumption. Workload selected for evaluation: about hours, of studio hours.
(4 inquiries × 20 min + 8 projects × 90 min) ÷ 60 + 60 order lines × 12 ÷ 50 weeks × 20 min ÷ 60 = 18.1 hours a week; × 51.2% = 9.3 selected for evaluation
An estimate from the assumptions shown, not measured studio results or promised savings. Review and approval still take time.
Keep the next conversation ready.
Organize real inquiries and agreed partner introductions, from first contact to signed scope. This is a method, not a case study.
Find
LegateWebsite and profile inquiries, past clients who agreed to contact, client introductions, referred showroom visitors, light-commercial requests.
Architects, builders, remodelers, realtors, home stagers, showrooms and property or association managers in the studio’s area.
No homeowner lists from permits, home sales, storm damage or other public records.
Research
Legate · StudioThe inquirer’s supplied plans, photos and building rules.
Public company records, relevant professional registrations and published projects.
A registry result does not certify quality; absence from a registry does not prove wrongdoing.
Write
Studio · LegateConsultation follow-up, proposal and truthful portfolio copy.
An introduction and relevant real-project examples.
A person approves copy and recipients. Accurate titles, the actual project role, postal address and opt-out.
Call
Staff · Legate recordsStaff call people who requested a call. Any AI marketing callback requires prior express written consent.
First contact by letter or email; staff call partners who agreed to a conversation.
Autonomous dialing off. The AI assistant identifies itself; do-not-call, hours and recording rules apply, including business cell phones.
Follow up
LegateRecord replies, consultations and decisions; suppress opt-outs promptly.
Record referrals, replies and the agreed next contact.
Quiet hours. STOP honored; email opt-outs within ten business days, suppressed promptly.
Present
Studio · LegateDesign agreement, proposal and boards using selected products.
A one-page studio sheet with services, scope and procurement method.
Every fee and markup disclosed. Images licensed, permissioned and truthfully labelled.
Close
Studio · LegateThe principal signs; the cancellation notice is included where counsel determines it applies.
Record and acknowledge the referral.
Signatures stay human. No referral fee to or from realtors; nothing of value to association officials or managers.
- Prospecting calls
Staff dial prospecting calls. Apply national, Florida and internal do-not-call checks, 8 a.m. to 8 p.m. at the recipient’s location and no more than three solicitation calls in 24 hours on the same subject. Recording requires every participant’s consent. §501.616 Details
- AI calls and texts
AI or automated marketing calls and automated marketing texts require prior express written consent. The AI assistant identifies itself. An inquiry or a published business number is not blanket marketing consent. FCC 24-17 Details
- Email
Accurate sender, the studio’s postal address and a working opt-out honored within ten business days. Opt-outs are suppressed promptly, not treated as a sending allowance. Details
- Reviews
Clients write their own reviews. No fabricated reviews, customer logos or borrowed results; portfolio photos stay truthful and permissioned. 16 CFR 465 Details
Make every obligation visible before approval.
Prepare the disclosure, the terms and the record. Leave legal and tax decisions with your advisers.
- 01
Compensation disclosure
Fees, percentages, markups, trade discounts, rebates, commissions, gifts and other supplier compensation, disclosed in writing. Supplier compensation requires the client’s knowledge and agreement.
- 02
Purchasing terms
Custom and non-cancellable goods, deposits, freight, receiving, storage, restocking, changes, cancellations and ownership of drawings and photographs, from counsel-approved templates.
- 03
Accountant-approved tax
Taxability, rates, county surtax, exemptions and mixed-contract treatment set by the studio and its accountant. Legate applies the per-line rate a person enters.
- Scope and the compensation method are settled before the agreement. Conflicts are logged and professional independence is preserved.
- A design fee tied to a furnishing sale is part of the taxable selling price; a genuinely separate design-only service may be treated differently. Tax arithmetic is not a tax engine.
- Staff issue invoices and deposit requests from the studio’s accounting software. Regaldi neither holds nor transfers client money.
- Keep dealer registration, the annual resale certificate and supporting exemption records current; resale purchasing needs the proper documentation.
- Obtain written client selection approval and a person’s release for every order. Vendor acknowledgment terms are checked against counsel-approved templates.
- In-home sales can trigger a three-business-day right to cancel and the prescribed “BUYER’S RIGHT TO CANCEL” notice; the requested-specific-services exclusion may apply. Counsel decides, including deposit-return obligations, before the studio uses that agreement.
A flat fee for software and services, unrelated to purchases, project wins or order value. Regaldi pays and takes nothing for referrals.
How the compensation-disclosure statute reaches residential work, in-home cancellation and lien rights for furnishings remain questions for counsel. Read §481.2131, §212.05, Rule 12A-1.001 and §501.025 in full.
Bring the project record to the walkthrough.
Studio assembles receiving records, claim drafts, punch lists and the final care binder. Your designer and client accept the work.
- 01 · Staff Received photo Receiving reports and photos from email or the warehouse’s site.
- 02 · Studio Discrepancy Damaged or wrong items listed against the order.
- 03 · Designer Human review The designer approves the claim or replacement request. Designer review required
- 04 · Studio Punch-list record By room and vendor, each item closed with a photo staff supply.
- 05 · Studio Care and warranty PDF The close-out binder with products, finishes and care documents.
- Claims use the actual vendor or carrier terms and bill of lading, not a universal claim deadline. No automatic acceptance or claim settlement.
- Product ratings are copied from supplier documents, not certified by the AI assistant.
- Building and association packets follow the actual declaration, landlord requirements, insurance conditions, elevator reservations and delivery windows; the owner submits and signs. An association reviews only what its declaration and published guidelines allow.
- Contractors permit and perform construction. Regaldi tracks the dependencies without presenting the studio as a general contractor.
- For disputes, keep approvals, versions, receipts and correspondence. The 90-day claim-of-lien recording deadline after final furnishing is flagged for counsel’s review; eligibility, the relevant date and whether loose furnishings support a lien stay with the principal and counsel.
- Supervision, site and submission records for sealed work are preserved, including written agreements with outside preparers. Business tax receipts, insurance, resale, tax and registration renewals are tracked where they apply.
Treat the home and its records as private.
Agree the files, permissions, review steps and data terms before the work begins.
- Your computerThe studio’s folderstays here
- Regaldi’s serverPasses the task contentstores memory and uploads
- AI providerAnthropic or OpenAIprocesses what the assistant reads for a task
- Private homes
- Addresses, plans and interior photos stay in the studio’s controlled files. Gate and alarm codes stay out of messages. Publish nothing without permission.
- Product images
- Use vendor images under the vendor’s terms. An illustration is never proof of the specified product.
- Portfolio
- Use the studio’s actual role, correct professional titles, photographer credit and rights, and client permission. Do not identify a home without permission.
- Generated imagery
- AI-generated fictional demonstration. Not a client project. Any room concept is labelled as an illustration, never a photograph of completed work or an exact specified item.
- Memory and uploads
- Memory and uploads are stored on Regaldi’s server under written access, retention and deletion terms.
- Client and vendor lists
- One studio’s clients and vendors are never used for another studio.
No local-only processing, zero retention, SOC 2 certification or promise of compliance is claimed. AI output can be wrong; check drafts before relying on them.
Start with one workflow.
Bring a recurring task. Agree the inputs and approvals. Review the first output with your team.
- 01 · DiagnosticTwo to three weeks
Scope
The recurring task, the inputs, the permissions, the review owners and the baseline.
Credited once toward the project.
- 02 · PilotOne process
Prepare
A first task such as three vendor quotes to a comparison and a client approval draft, on fictional or permissioned files.
Where a question remains open after the diagnostic.
- 03 · BuildIn stages
Review
The output reviewed with your team and measured against the actual baseline, then your decision about expanding.
Voice intake needs studio-specific setup; autonomous dialing stays off.
A flat fee for software and services. Nothing tied to purchases, project wins or order value. Regaldi pays and takes nothing for referrals.
The scope of each stage is agreed in writing. Regaldi reports the changes it observes against an actual baseline; it does not promise savings, revenue, approvals, delivery dates or client wins.
Prices: regaldi.ai/pricing/
Bring Ita one workflow
Tell us your studio, team size, service area and the first workflow you want to improve. A principal reads every inquiry and writes back by email. Do not include a client’s home address, client files, gate codes or passwords.
A form submission is not consent to AI marketing calls.
Do not include patient information, client files or passwords. Sending this does not purchase a service. Your message is relayed to office@regaldi.ai through FormSubmit; our Privacy Policy applies.
Regaldi LLC is a Florida software company. It does not practise interior design or architecture, buy or sell furnishings, hold client money, act as a contractor, or apply a professional seal or signature. Florida does not require registration to practise interior design. The title “registered interior designer” and required sealed permit documents remain with appropriately registered or licensed professionals. General information, not legal or tax advice. Each studio remains responsible for Chapter 481, Board rules, tax, consumer-protection, telemarketing and local requirements. AI output can be inaccurate and must be reviewed before it is relied on.