The client context, ready to use
Summarize this client’s emails and list what still needs attention.
- Find the thread
- Summarize the exchange
- List the next steps
FeaturesWhat your AI agent
What your AI agent
can actually do.
AI agents handle client follow-ups in the tools you already use. You set the rules and keep the decisions.
The engineDeploy a mission
Deploy a mission
Or a standing operation
A Mission moves one file forward. An Operation applies your process across clients. Describe the outcome, and InVice coordinates the next steps.
- Briefed in a sentence, the way you tell a teammate
- Runs unattended until a decision needs you
- Scales from one task to a book of 200+ clients
InViceInteractive example · fictional workspace24Active clients
21Moving forward
3Need your decision
Documents requested
Latest activity
Following up on the photo ID. The intake meeting is already on the calendar.
Appointment booked
Latest activity
The appointment is booked within the scheduling rules. InVice is preparing the file for the meeting.
Deadline needs review
Latest activity
The requested extension crosses the deadline you set. Review the proposed date before InVice updates the file.
This exception needs a person’s decision. Other permitted work can continue.
Select a client to see their context and next step.
Explore the controls. Changes stay in this example.Your context · your permissions · a visible record
Acts across your stackIt works where
It works where
you already work
Email, appointments and documents, handled through Gmail, Outlook and your other connected tools. Keep the way you work.
- Real email and calendar, from your own address
- Token-ready MCP and guided REST tools
- It acts, then reports back, every step audited
InViceInteractive example · fictional workspaceLatest activity
Completed
GmailReply sent to Luca
Google CalendarAppointment booked
Reminders
Photo ID · Requested
Photo ID · Requested
Documents
Bank statement · Received
Bank statement · Received
Explore the controls. Changes stay in this example.Your context · your permissions · a visible record
Grounded in your realityAnswers grounded
Answers grounded
in your documents
InVice uses the rates, contracts and policies in your vault to prepare answers. Open the source whenever you need to check.
- Encrypted vault, AES-256 at rest
- Checklists grounded in your real files
- Open the source to review the details
InViceInteractive example · fictional workspaceReceived
Uploaded by the client at 9:18. Available in the vault for your review.
Requested
Requested through the client document link. InVice follows the reminder schedule you set.
Ready for review
The document has arrived. A person still reviews whether it meets the file requirements.
Uploaded documents remain available for your review. Receipt and professional review are separate states.
Explore the controls. Changes stay in this example.Your context · your permissions · a visible record
You stay in controlApprove what matters
Approve what matters
Nothing else
In autonomous mode, permitted actions follow your rules. InVice asks when a decision needs you and keeps a record of every action.
- Escalation triggers you define yourself
- Approve, instruct, or dismiss in one tap
- A full audit trail, in plain language
InViceInteractive example · fictional workspaceNeeds your decision · 9:55
Amara VossExtend the document deadline?
The requested extension crosses the deadline you set. Review the proposed date before InVice updates the file.
Explore the controls. Changes stay in this example.Your context · your permissions · a visible record
Reach your whole bookCampaigns, from
Campaigns, from
your own inbox
Personalized emails, sent from your address to the contacts you choose. You approve the message and set the sending schedule.
- Drafted by your agent, personalized per recipient
- Sent from your Gmail or Outlook, not a noreply box
- One-time or recurring, on the cadence you choose
InViceInteractive example · fictional workspaceActive clients · 214 recipients
Recipients are checked for duplicates and unsubscribes before sending.
Your saved segment is resolved again when the campaign runs.
A quick update on your file
Hi Luca,
Here is the update we discussed. Your next review is coming up, and I have kept the relevant documents together for our conversation.
Reply to this email if anything has changed.
Review before the campaign sends
Fromtobin@example.com
DeliveryAfter your approval
Open trackingOff
Check the audience, content and schedule. Test sending and approval remain part of the campaign workflow.
Spring rate update
May 18 · 214 sent
SentMay 18 · 214 sent
Monthly market note
Monthly on day 1
LiveMonthly on day 1
Renewal reminders
Jun 20, 9:00am
ScheduledJun 20, 9:00am
Welcome series
Not scheduled
DraftNot scheduled
Open and click rates appear when tracking is enabled. This example has tracking off.
Explore the controls. Changes stay in this example.Your context · your permissions · a visible record
Client document portalRequest the documents
Request the documents
Keep the follow-up moving
Send a secure link to the client. Uploaded documents are collected in your vault and linked to the file.
- Deadlines tracked, overdue files chased automatically
- Received or waiting, visible to both sides live
- Portal accounts can never open your workspace
InViceInteractive example · fictional workspaceReceived
Uploaded by the client at 9:18. Available in the vault for your review.
Requested
Requested through the client document link. InVice follows the reminder schedule you set.
Ready for review
The document has arrived. A person still reviews whether it meets the file requirements.
Uploaded documents remain available for your review. Receipt and professional review are separate states.
Explore the controls. Changes stay in this example.Your context · your permissions · a visible record
Plain-language automationDescribe the outcome
Describe the outcome
It chains the steps
Describe the result you need. InVice carries out the steps in your connected tools, within your rules.
A reply with the right context
Read the client’s message, prepare a reply and submit it for my approval.
- Read the message
- Check the file
- Request approval
Service providers, compared
Find notaries for this transaction and compare their rates and availability.
- Find providers
- Request quotes
- Compare options
Follow-ups that do not get missed
Draft a follow-up for clients who have not replied in 40 days.
- Check recent replies
- Identify waiting files
- Prepare a follow-up
The file stays up to date
After each exchange, prepare the CRM update for approval and schedule the next follow-up.
- Summarize the exchange
- Request CRM approval
- Schedule follow-up
Prepared for every meeting
Add the client’s context and open questions to my meeting briefing.
- Read the file
- Gather open questions
- Prepare the briefing
And the restEverything else
Everything else
that earns its place
These round out what your agent can do, each one pulling real weight.
Choose your AI provider
Connect a supported provider with your own key. Your knowledge and permissions stay with your workspace when you change models.
Agent-to-agent (A2A)
Speaks the open A2A protocol, so your agent can coordinate with other agents, with consent and a human in the loop.
Reaches the web
Reads public listings, status pages, filings, and specs. Interactive use is on the way.
Persistent memory
Picks up your writing style and contact preferences, and gets sharper the more you work together.
Real analytics
Reply rates, response times, throughput, and autonomy ratio, all from your own workspace.
Grounded retrieval (RAG)
Your vault is indexed for retrieval. The agent can use relevant passages in its answers, with source documents available for your review.
Free for 15 days at launchPoint your agent
Point your agent
at real work
Join the launch list. At launch, try InVice free for 15 days, no card required.