Your client work.
Moving forward with InVice.
InVice carries client work across your tools and team. You choose the direction and the permissions.
One process
Every client moving
Start with one client outcome. A Mission keeps the context and follows through. An Operation applies your process across the client book, while your team handles the exceptions.
InViceInteractive example · fictional workspaceLatest activity
Following up on the photo ID. The intake meeting is already on the calendar.
Latest activity
The appointment is booked within the scheduling rules. InVice is preparing the file for the meeting.
Latest activity
The requested extension crosses the deadline you set. Review the proposed date before InVice updates the file.
Select a client to see their context and next step.
Your brief, client context and permissions stay together. The agent handles the next steps across your tools and outside contacts.
An Operation applies a shared process across client Missions. You see progress and exceptions without opening every file.
The Newsletter is the one-to-many layer alongside Missions and Operations: campaigns drafted by your agent, personalized per recipient, and approved by you before anything sends.
The same workspace
Your way of working
Open a practice to see the brief, trigger, decision points and Missions you can launch. These examples keep the professional decisions with you.
You load
Your documents, procedures, and the contacts the agent can reach.
Trigger
The inbound, date, or signal that sets the work in motion.
Surfaces to you
The exceptions, uncertainty and approval requests that need your judgment, alongside a record of completed work.
Missions you can launch
Quick, self-contained jobs you start on top of the operation whenever you need them.
Mortgage BrokerForty to two hundred files, each racing a closing date
Active-file coordination desk
Runs every active file from application to close, chasing conditions and answering borrower questions from your rate sheets. When an appraisal or lawyer is needed, a sub-mission books it.
- You load
- Your condition checklists, rate sheets, and lender guidelines, plus your lender and referral contacts.
- Trigger
- A file opens, a document arrives, or a borrower emails.
- Surfaces to you
- The files at risk of slipping this week, with the blocker on each.
Missions you can launch
Stale-lead revival
Find leads idle 40+ days, ranked by warmth, with a re-opener drafted for each.
Rate-watch reminder
Monitor the next rate decision and draft a client-ready note when it lands.
Property ManagerDozens of units, owners, and tenants all expecting a fast reply
Tenant and owner front desk
Handles every tenant and owner inbound the way you would, answering from your procedures and judging what is urgent. On a maintenance request that fits a known fix, a sub-mission dispatches the right vendor.
- You load
- Your leases, building procedures, and owner-approval rules, plus your vendor and contractor contacts.
- Trigger
- Every inbound from a tenant or owner, by email or form.
- Surfaces to you
- Anything above an owner approval threshold, a negotiation, or a request with no standard process.
Missions you can launch
Lease-renewal sweep
For every lease ending in 90 days, open a renewal on owner-approved terms.
Turn-ready coordination
When a unit goes vacant, line up cleaning, inspection, and photos, then report when it is rent-ready.
Real Estate AgentA pipeline of buyers and sellers needing you at unpredictable moments
Buyer and seller desk
Nurtures every buyer with matched listings and keeps every seller updated, so no relationship goes cold while you are out showing homes. When an offer moves forward, a sub-mission coordinates the inspector or lawyer.
- You load
- Your buyer-criteria intake and the way you present listings, plus your lender, inspector, and stager contacts.
- Trigger
- A new listing matching a buyer, an inbound, or a cadence point.
- Surfaces to you
- This buyer wants Saturday, or an offer that needs your strategy.
Missions you can launch
New-listing match
When you take a listing, find every buyer it fits and send a personal heads-up.
Past-client check-in
Reach clients who closed a year ago with an anniversary note and a value estimate.
Insurance AgentA book of policies that renew, lapse, and review on their own clock
Renewal and service desk
Runs your renewal calendar and service inbox, gathering updated information and preparing comparisons so every client is handled before the deadline. When a quote needs a carrier, a sub-mission requests it from the right rep.
- You load
- Your carrier guidelines, coverage explainers, and renewal questions, plus your carrier-rep and adjuster contacts.
- Trigger
- A policy approaching renewal, a life event in a record, or a service inbound.
- Surfaces to you
- A renewal packet ready for your approval, or a client who now qualifies for better coverage.
Missions you can launch
Lapse-risk watch
Watch for missed payments or no engagement and reach out before a policy lapses.
Coverage-review push
Find clients with no review in 12 months and book review calls.
RecruiterMany roles, more candidates, and coordination that eats the day
Candidate pipeline desk
Keeps every candidate moving across every open role, scheduling interviews and sending stage-aware follow-ups so coordination never eats your day. When a reference or background check is needed, a sub-mission runs it.
- You load
- Your role briefs, screening questions, and interview process, plus your hiring-manager and panel contacts.
- Trigger
- A candidate advancing a stage, an inbound application, or feedback going overdue.
- Surfaces to you
- Two finalists waiting on the hiring manager, or a candidate needing a call.
Missions you can launch
Warm-bench reactivation
When a role opens, search past silver-medalists for fits and draft a re-approach.
Stalled-candidate sweep
Find candidates not moving in 7+ days and bring back why, with a next step each.
Customer Success ManagerA portfolio where the quiet accounts are the ones to worry about
Account-health desk
Watches the health of every account and runs your playbook, preparing check-ins for the ones drifting and staging renewals before they are urgent. When an account needs technical help, a sub-mission loops in the right engineer.
- You load
- Your onboarding and QBR playbooks and health thresholds, plus your solutions-engineer and support contacts.
- Trigger
- A health signal dropping, a usage change, a support inbound, or a renewal window.
- Surfaces to you
- A quiet account that renews in 60 days, or a churn risk with the evidence.
Missions you can launch
At-risk early warning
Monitor usage across the book and alert you the moment an account crosses into churn-risk.
Expansion-signal scan
Find accounts showing growth signals and flag the real upsell moments with an opener.
Financial AdvisorClient trust built on timely, professional touchpoints
Client-care desk
Keeps every client review on schedule and handles routine touchpoints within your compliance guardrails, gathering what is needed and preparing meeting context. When paperwork needs a custodian or estate specialist, a sub-mission coordinates it.
- You load
- Your review cadence, approved message templates, and meeting-prep checklist, plus your custodian and specialist contacts.
- Trigger
- A review coming due, a life event in a record, or a client inbound.
- Surfaces to you
- A client who just had a life event, with a suggested outreach, or a message that needs your sign-off.
Missions you can launch
Review-overdue sweep
Find every client overdue for an annual review and book the meetings.
Market-event briefing
On a major market event, prepare a calm, professional note and a list of who is most exposed.
Account ExecutiveA pipeline where the deal that slips is the one that went unfollowed
Deal pipeline desk
Keeps every open opportunity moving, sending stage-aware follow-ups and preparing meeting briefs, and surfacing deals going cold before they die. When a deal needs a demo or security review, a sub-mission coordinates the right contact.
- You load
- Your sales process, talk tracks, and objection handling, plus your solutions-engineer and partner contacts.
- Trigger
- A deal stage change, an inbound reply, or a meeting booked.
- Surfaces to you
- A deal gone quiet with a re-engagement draft ready, or one that needs your strategy.
Missions you can launch
Cold-deal revival
Find open deals idle 14+ days and draft a re-opener tailored to where each stalled.
Pre-meeting prep
Before every booked meeting tomorrow, prepare a one-page brief on the company and people.
The same approach can support legal intake, accounting, advisory and other relationship-based work. Define the process, connect the relevant tools and keep professional judgment with the right person.
Your whole book of
client work, handled.
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.