Less follow-up.
More time for clients.
InVice’s AI agents handle follow-ups, documents and appointments in your connected tools. You keep the decisions.
From first contact to a complete file
InVice handles follow-ups, documents and appointments, so you can focus on advising clients.
InVice follows up from the client’s context and your instructions, so you can pick up the conversation where it matters.
InVice requests outstanding documents, organizes what arrives and flags what needs your review.
InVice proposes times from your connected calendar and coordinates the details with the client.
Your expertise stays at the centre
InVice handles the coordination. Advice, commitments and professional decisions stay with you.
Describe the process and connect the tools you use. Clients keep their usual email and channels.
Approval is the default. You can enable autonomous work within explicit limits; exceptions and judgment calls come back to you.
See what has moved forward, what is waiting and who needs to act, with a record of the work done.
What this looks like in your work
Explore the client work, documents and decisions specific to your practice.
More client files.
Less repetitive work.
Register your interest for the 2027 launch. No account, trial or subscription starts today.