Intake is where a practice wins or loses work, and it happens while everyone is busy on files that already exist. InVice answers new enquiries from your instructions, gathers what you need to decide, and brings you the ones worth taking.
The answers are in the file. Your review determines the next professional step.
Requested through the client document link. InVice follows the reminder schedule you set.
The document has arrived. A person still reviews whether it meets the file requirements.
This exception needs a person’s decision. Other permitted work can continue.
Explore the controls. Changes stay in this example.
Acknowledged in your words within your window, with the intake questions already asked, so a prospect is not waiting for a callback.
InVice asks for them, chases what is missing, and assembles the file so the decision takes minutes rather than a call.
InVice follows up on your cadence and tells you which enquiries are still live.
Enquiries arrive grouped by what they are and what they still need, not as a flat inbox.
From your real calendar, with your notice period, confirmed both ways.
InVice gives no legal advice and takes no position on a matter. It gathers, schedules, follows up, and hands you the decision.
InVice connects to anything that speaks MCP or exposes an API, through a guided setup. Every permission is explicit, scoped, and revocable.
No. InVice does not advise, assess a matter, or take a position. It runs intake around your judgment: acknowledgement, questions, scheduling and follow-up.
It gathers the information a conflict check needs and puts it in front of you. The check itself, and the decision that follows, stay with the firm.
The database and file storage are configured in a Canadian region, encrypted at rest, and isolated per workspace at the database layer. AI and connected services may process data elsewhere. No model is trained on it, and nobody at InVice reads what your agent sends.
Another desk? Mortgage brokers · Property managers · Insurance advisors · Realtors · Recruiters · Immigration consultants.
Brief it in plain language. Ground it in your own documents. InVice runs the repeatable client work and brings you the decisions that require judgment.