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A Deliverable is the document you send a client. Urbee builds it from a completed run of a Study, so every code fact in it carries a verified citation.

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Deliverable types

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Create a deliverable

1

Choose it when you start the Study (optional)

In the New Study form, under What you need back, tick the documents you want. Urbee creates them automatically when the run finishes.
2

Or add one later from the Study page

On the Study page, find the Deliverables card and click + New. Types you can create show Generates from your completed run. Types that need a run you haven’t finished show Available when the run completes. A Study holds one deliverable of each type.
Memos start as Generating while Urbee writes the narrative, then become Draft. Other types go straight to Draft.

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Edit a draft

Open the deliverable. A draft carries a large DRAFT watermark.
  • Cited facts are locked. They come from the verified run and change only when you re-run the Study.
  • Narrative sections are yours. Click ✎ Edit on a section to change it. The editor supports paragraphs, bold, italic, underline, and bulleted and numbered lists. Revert to generated discards your edits for that section.
  • Regenerate from latest run rebuilds the cited content from the newest completed run. Your narrative edits are kept.

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Finalize and export

1

Set up your letterhead first

Go to Settings → Branding and add your firm name, address, logo, and preparer. A deliverable finalized without branding shows “Prepared with Urbee” in place of your firm name.
2

Finalize

Click Finalize & brand. Urbee stamps your letterhead and locks the document. A finalized deliverable is read-only and can’t be un-finalized.
3

Export

  • Export PDF. Drafts can also be exported, with a DRAFT watermark and a -DRAFT filename.
  • Export Word (.docx), available after you finalize. The copy in Urbee stays the cited source of truth.
Every deliverable ends with this footer, which branding doesn’t remove: “Prepared with Urbee. All code citations verified against the publisher source; see Sources. This document is not a legal opinion.” Your firm’s disclaimer follows it.
To send a deliverable to a client, export it as a PDF or Word file. Urbee doesn’t have a share link.

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Find your deliverables

Deliverables in the sidebar lists every document across your Studies, with tabs for Memos, Roadmaps and Zoning reports. You can search, and filter by Jurisdiction or Status (Final, Draft, Generating, Unbranded). Unbranded marks zoning reports produced before your firm set up branding. Unfinished drafts also appear in My Work with Finish draft →.