Client success story -
Milrose

Municipal code due diligence cut from days to minutes

CLIENT
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PE-backed
Class A commercial real estate
Nationwide portfolio

About Milrose

Milrose Consultants are a leading US provider of building code consulting, permitting and municipal compliance services for owners, developers and design teams. They deliver mission-critical due diligence for complex projects, shaping site selection and project timelines.

AI solution

An AI-driven municipal code research platform speeds up one of the slowest parts of due diligence: gathering codes, permits, fees and timelines across thousands of jurisdictions.

Results

  • Production time cut by more than half
  • 400% increase in research efficiency
  • Centralized municipal data accessible across teams
  • Generates due-diligence reports in under a minute
DOWNLOAD CASE STUDY PDF
Challenge

Manual research slowed every project

Milrose delivers site-specific due diligence reports covering building codes, permits, fees and timelines for each potential site. Analysts had to dig through many different municipal websites, repeat the work for every new location, and keep tracking changes to local rules.

Multiple

staff per project

Manual research

across many websites per site

Delays

between research and QC/validation

Limited

capacity to take on more work

THE TURNING POINT
Milrose needed to keep their high accuracy bar while stripping out the slow, repetitive research dragging out production.

Contextual Delivery Lead

Solution

AI that does the heavy lifting on code research

Milrose rolled out an AI-driven platform that brings together their internal know-how with the latest city-published information. Instead of starting from a blank page for each location, teams now jump straight to review and validation with a strong first draft.

The AI fits around how Milrose already works, plugging into existing research steps and report formats, so analysts keep control while letting the system handle the grunt work. This keeps quality in human hands, while automation takes care of finding sources, pulling details and keeping data consistent.

Find

Automatically identifies the relevant local authorities and sources for each location

Extract

Pulls and normalizes codes, permits, fees and timelines into structured data

Organize

Maintains a centralized knowledge base that the team can access and reuse

Draft

Generates due diligence reports and client checklists ready for expert QC

First conversation to production in weeks

Using the Contextual platform, the team went from scoping to live automation in a super-fast timeframe.

Week 1–2

Understand research workflows and define the target output

Week 3–8

Configure, build and test

Week 9

Launch

Week 9+

Roll out to more locations and expand the knowledge base

Impact

More due diligence, less drag

AI has turned one of the most time-consuming parts of due diligence into a faster, more consistent process that scales with demand. Teams now reach QC/validation sooner, with high confidence in the data behind each recommendation.

Centralized

production time on municipal code due diligence

> 400%

increase in research efficiency

1

analyst per project instead of many

< 1 min

average report generation time

By combining AI with our Milrose expertise, we’ve accelerated municipal research while maintaining the rigorous validation our clients expect.
Yazhi Smith — CIO, Milrose Consultants

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