Luca
Gmail
GmailBank statement received
Luca Bellamy uploaded the requested document.
Let AI run your
client work.
InVice understands your clients, how your business operates, and what needs to happen next.InVice understands your clients, how your business operates, and what needs to happen next. It handles follow-ups, documents, bookings, replies, updates, and coordination across your team, clients, third parties, and connected apps, all on your behalf throughout the client lifecycle.
BUILT FOR REAL ESTATE CLIENT-FACING PROFESSIONALS
Mortgage brokersRealtorsLawyersInsurance agentsProperty managersAnd more
CRMs remember the relationship,
InVice moves it forward.
Workspace sections
Luca Bellamy
Sends as · tobin@example.com
Today · October 1
InViceon your behalfClient fileChecked the intake checklistCompleted
Bank statement on file. Photo ID is the only missing document.
Context
Luca’s bank statement arrived; the intake checklist still lists a photo ID.
Reasoning
- Opened Luca’s bank statement.
- Compared it with the intake checklist.
- Marked the photo ID as missing; no message was sent.
InViceon your behalfGmailReply sent to LucaCompleted
Your bank statement is on file, the photo ID is requested through the secure link, and Thursday at 2 pm is confirmed.
Client context attachedWithin your sending rules
See the email
From tobin@example.com → luca@example.comGetting ready for ThursdayThanks, Luca. Your bank statement is on file. Please upload your photo ID using your secure link. We’re set for Thursday at 2 pm.
Tobin Vale
Sent by an AI agent on behalf of Tobin Vale, via InVice. About this AI agent
OPEN IN COMMUNICATIONContext
Luca’s statement arrived; his photo ID is still required before Thursday.
Reasoning
- Matched the bank statement to the intake checklist.
- Identified the missing photo ID.
- Sent the approved request through Gmail.
- Recorded the action in Luca’s file.
Completed and recorded. Your agent is watching for changes.
Dashboard
Good morning, Tobin
2,955 of 3,000 ongoing clients are moving on their own. 3 need your decision now.
Under management
2
operations
3,000
clients ongoing
Active missions
5
standalone tasks
Reply rate
92%
2,214 of 2,406 emails answered
Avg response
1.8h
↓ from 4.1h
On track
99%
2,955 of 3,000 moving
Today3 items
MeetingCall with Luca Bellamy12:00
EventClosing with Noémie Calder15:30
MissionWeekly recap for you17:00
This weekOctober 15 – October 21
DeadlineDocuments from Keira SatoOctober 17
MissionWeekly sales updateOctober 17 · 8:00
DeadlineRenewal for Amara VossOctober 20
This monthOctober 22 – October 31
DeadlineDocuments from Luca BellamyOctober 24
EventTeam reviewOctober 29
MissionMonthly invoice follow-upsOctober 31
Operations
Top movers per operationMortgage renewals · Q43 need you462 active
Annual client check-in2,358 active
ClientNico LenoirAgent is workingToday · 9:05
ClientSelene FarrowHandledToday · 8:58
Contacts
3,214contacts
Last addedtoday
Open contacts
Newsletter
6campaigns
Last sent2d ago
Open newsletter
Templates
Mission and operation blueprints
Click one to pre-fill the setup
New from template
My vault
1,480documents
Renewal checklist.pdflatest
Open vault
Resources
14resources
Teams, subcontractors, individuals
Open resources
Connections
Gmaillive
Google Calendarlive
Salesforcelive
Manage connections
Analytics
92%reply rate
2,214 of 2,406 emails answered
Avg response 1.8h
Open analytics
Settings
PlanProfessional
Open settings
Recent missions
Weekly sales updateAgent is working
Pipeline changes, closings and stalled files, sent to the sales team.
9 sent → 7 replies
Weekly marketing updateAgent is working
Campaign results and the week’s content plan, sent to the marketing team.
8 sent → 5 replies
Weekly HR updateAgent is working
Onboarding progress and open requests, sent to the HR team.
6 sent → 6 replies
Weekly recap for youHandled
What moved, what waits on you and what comes next, in one note to you.
4 sent → 0 replies
Monthly invoice follow-upsAgent is working
Open invoices reminded on your behalf at 30 days and brought to you at 60.
18 sent → 12 replies
Interactive preview · Illustrative data · Nothing is sent
Owner · Private
My InVice
Why are these three files stuck?
InVice Private to you
Luca is missing his photo ID. Keira needs a meeting time. Amara asked for two more days. I can send two follow-ups under your rules. The deadline change stays with you.
Luca’s follow-up sentPrivate instruction to InVice. Client messages are sent separately.
01 / REPRESENT
Replies in your name
Replies grounded in the client file, from your own inbox. Give direction in a message.
Your inbox. Your identity.
MessagesCLIENT CONVERSATION
Getting ready for Thursday
My bank statement is uploaded. What’s left for Thursday?
Bank statement.pdfInVice repliedSentThanks, Luca. Just your photo ID, using the secure link. We’re set for Thursday at 2 pm.
Grounded in your client file2 sources
Gmail · Sent within your rulesDocument portalKeira SatoNew client intake
2 of 3 receivedProof of incomeAdded today · 9:18 AMReceived
Bank statementRequested from clientMissing
Photo IDReady for a person to reviewTo review
Uploaded documents stay available for your review.
02 / COORDINATE
Keep work moving
Documents, people, and deadlines. Your Mission coordinates the next step, so you can automate and repeat your process.
Update HubSpot03 / KEEP CONTROL
You set the limits
Approve, redirect, or pause. Your agent works within the permissions you give it.
A message to your InVicePRIVATEYouToday · 9:18 am
Help me launch my portfolio by Friday. Find time this week and keep Mina’s feedback in the plan.
InViceYour brief is organized, Thursday has a 90-minute work block, and Mina’s feedback is linked to the project.
3 steps organized
Outline today. Build on Thursday. Review on Friday. Everything stays in “Portfolio launch.”
01 / GIVE DIRECTION
A goal, in a message
Brief your InVice once. Your agent turns the goal into a plan and follows through across your apps.
Portfolio launchPROJECTReady for Friday.
Outline the portfolioToday · Brief organized
Make room to buildThursday · 90 minutes reserved
Get a second pair of eyesFriday · Feedback with Mina
One project. Context together.02 / KEEP CONTEXT
All the pieces, together
Your projects, calendar, people, and files stay connected. Pick up where you left off, in any conversation.
Same project, context, and rules.
Autonomous mode
Organize tasks and reserve free time. Ask before spending or publishing.
Completed
Time made for your project.Thursday · 2–3:30 pm
Reserved within your calendar rules.
03 / MAKE IT YOURS
Your AI, your rules
Choose your provider and what your agent can do. Routine work moves ahead; sensitive decisions come back to you.
Optimize your client lifecycle.
Completed files
1,423Apr–Sep 2026
Production value
$569.2MCompleted file value
Average cycle
18 daysFrom intake to completion
Completed files by month
Apr–Sep 2026
Completed filesRecorded monthly totals
InViceReport insightA stronger September.
292 files completed in September, up from 265 in August. That is a 10% increase in monthly production.
Context
This report uses this workspace’s recorded files for the selected period.
Reasoning
- Selected the report category and period.
- Read the linked source records.
- Calculated the figures shown above.
3 data sources
1,423 completed filesApr–Sep 2026 · counted once at completionProduction valuesRecorded file values, in Canadian dollarsCycle durationElapsed time from intake to completionStrategic insights, in your own words.
Client Mission · Mortgage renewalContext connected
All channelsOne client, one fileLucaSMS
SMSHey Tobin, Mina referred me. Could you tell me more about the mortgage renewal?
InViceon your behalfSMSHi Luca, thanks for reaching out, glad to help with the renewal. Would tomorrow around 12 work for a call? Share your email and I will send the details.
Context
Luca’s file links his messages, documents and calendar.
Reasoning
- New contact referred by Mina.
- Opened a client file for Luca, offered the first free slot in your calendar, asked for an email to send the details.
LucaSMS
SMSSounds great, I am free tomorrow 12 to 1. luca@example.com
InViceon your behalfCalendarChecked your calendar
Context
Luca’s file links his messages, documents and calendar.
Reasoning
- Tomorrow 12:00 is free.
- Within your booking rule: 30-minute calls, business hours.
InViceon your behalfEmailEmail sent to Luca, with the booking: tomorrow 12:00, 30 minutes.
See the email
From tobin@example.com → luca@example.comYour mortgage renewal: our call tomorrow at 12:00Hi Luca,
Thanks for reaching out, and to Mina for the introduction. Our call is booked for tomorrow at 12:00, for 30 minutes; the invitation is attached.
We will go over your current rate and term, the options at renewal and the documents to gather, so you leave the call with a clear next step.
If the time no longer works, reply to this email and I will offer another one.
Best regards,
Tobin Vale
Sent by an AI agent on behalf of Tobin Vale, via InVice. About this AI agent
OPEN IN COMMUNICATIONContext
Luca’s file links his messages, documents and calendar.
Reasoning
- Read the selected file context.
- Recorded the next step in this example.
Luca
Call · 14 min
Call · 14 minAgreed on the call
Agreed: Luca renews at a fixed rate. He sends his application and documents by October 24.
Context
Luca’s file links his messages, documents and calendar.
Reasoning
- Recorded with consent.
- The rate option and the deadline were confirmed on the call; the next step was read back before hanging up.
InViceon your behalfClient fileNew client. Application and documents due by October 24, 2026.
Context
Luca’s file links his messages, documents and calendar.
Reasoning
- Read the selected file context.
- Recorded the next step in this example.
Luca uploaded 10 of 10 documents and is ready for your validation.
InViceon your behalfSMSHi Luca, thanks for completing your application so quickly. Your documents are complete and your renewal moves ahead. Full details in my next email.
10 of 10 documents checked against the renewal checklist
See the email
From tobin@example.com → luca@example.comYour renewal: documents completeHi Luca,
Thanks for sending your application and the ten documents so quickly; all of them are complete and on file. Your renewal at the fixed rate moves to the next step today.
I will confirm the final rate and the signing date by Friday.
Best regards,
Tobin Vale
Sent by an AI agent on behalf of Tobin Vale, via InVice. About this AI agent
OPEN IN COMMUNICATIONContext
10 of 10 documents checked against the renewal checklist
Reasoning
- All 10 documents matched the renewal checklist, so the file moved to the next step within your rules.
- Luca started by text and answers fastest there: the confirmation goes by text first, the details by email.
Every channel. One conversation.
Your knowledge,
Put to work.
Keep your CRM and tools. InVice reads the context, handles authorized work, then writes the update back.
Explore InVice + your CRMBUSINESS WORKSPACE
PrivateContext & connections
Your knowledge. Your tools. Your permissions.
Salesforce
Your workspace accountKeep the client record in step with the work.
Only the context and actions you allow.
Grounded in your contextYour data Clear boundaries
Client records, your AI provider and connected services stay separate. The security page states where each stores and processes data.
Documented data handlingYour authority
At every step
Require an approval, change direction or pause. Your team works within its roles, with every action on record.
Human controlYour knowledge
Your choice
Your relationships outlast any model. Knowledge, rules and playbooks stay yours when you change providers.
No model lock-inOptimize your client relationship management.
Start with one client outcome. Connect your inbox, rules, processes and documents, and manage at scale.
Use your own model key. Your provider’s processing terms apply.
SOLOFor your practice
Agentic management
Up to 5 people. One workspace.
Your InVice, client Missions, and tools.
$25CAD / month
Join launch list Billed monthlySMBFor your team
Agentic team management
5 to 20 people. One workspace.
Shared Missions, Operations, and tools.
$100CAD / month
Join launch list Billed monthlyMonthly in CAD. AI usage billed separately by your provider, with no markup.Compare all plans
Learn more
about InVice.
Talk to us
What is InVice?
InVice provides autonomous client management for client-facing professionals in real estate. It keeps each client’s context, follows through across connected tools and third parties, and brings decisions back to the right person. It works with your process and the systems you already use.
Do I have to replace my CRM?
No. Keep your CRM and the tools your team already uses. InVice follows through across connected systems and writes updates back within your permissions. You can also grow into InVice as your primary client-management platform. Your clients can keep using their usual email and channels.
Do I have to manage all the agents?
You do not have to direct every agent. Talk to your private InVice or directly to an individual Mission. Give each Mission a client outcome and permissions; Operations apply your process across clients. Your team reviews progress and handles exceptions.
Who can talk to my workspace’s InVice?
Each authorized workspace member has a private InVice conversation, limited to the files and actions their role allows. The owner’s conversation stays private. Shared team agents and client-facing gateways are separate, with their own permissions.
Where is my data stored and processed?
Primary client records and vault files are configured in Canada (ca-central-1). Model providers, retrieval, and connected services may process data elsewhere. Review the published security details and subprocessor register for the current configuration. Read our security commitments
What can an agent do without my approval?
YOUR AGENTS · ON YOUR BEHALFA new way to manage
client relationships
InVice understands your clients, how your business operates, and what needs to happen next. Across your team, clients, third parties and connected apps, on your behalf, throughout the client lifecycle. For one person, a team or a whole firm.
- Autonomous Execution
- Unified Communication
- Human Control