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What does “planning” include here? Some owners may assume it covers design decisions, contractor comparisons, site visits and permit-related coordination, while you may mean only defining the work and schedule. A short list of included deliverables and explicit exclusions would prevent that...

Mobile usability is another quick filter. Ask someone to update a viewing schedule, add a note and find the latest document from a phone. If those basic actions are awkward, updates will be postponed and the handoff will be stale regardless of how good the desktop integration appears.