How it works

Three building blocks.
Eight real desks.

Invice is the agentic operating system for client-facing work. You describe the work in plain language; your agent runs it across the tools you already use and brings you only the decisions. This page shows the three building blocks first, then eight real desks running on them.

The core idea

You direct. Your agent runs
the work. You decide what matters.

A Mission runs one job. An Operation runs your whole book of clients, around the clock. The Newsletter reaches everyone at once. Learn these three and you can model almost any client-facing job: the agent does the operational work, and every judgment call comes back to you.

Mission
Point your agent at anything.

One job it owns end to end, finite or ongoing. Monitor a signal, search your stack, coordinate with an outside party, or hold a standing reminder.

Operation
Run your whole book, 24/7.

Inbound-triggered and always on. It spawns a mission per client, handles the roughly 80% that is operational, and escalates only the decisions that need you.

Broadcast layer
Reach your whole book at once.

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.

How the pieces fit

Operations spawn missions.
Missions spawn sub-missions.

An operation sits at the top, watching every inbound. Each one becomes a mission that handles a single client, and a mission spawns a sub-mission when it needs to coordinate a resource. A mission can also start on its own, straight from you.

Reading the desks

What every desk
is made of.

Every desk below follows the same pattern: the person and a live look at their agent, then the operation that runs their book, described in the same four parts each time.

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 one judgment call it brings back, and only that.

Missions you can launch

Quick, self-contained jobs you start on top of the operation whenever you need them.

Lending & property
Mortgage Broker

Forty to two hundred files, each racing a closing date.

Operation

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 Manager

Dozens of units, owners, and tenants all expecting a fast reply.

Operation

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 & insurance
Real Estate Agent

A pipeline of buyers and sellers needing you at unpredictable moments.

Operation

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 Agent

A book of policies that renew, lapse, and review on their own clock.

Operation

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.

Talent & customer success
Recruiter

Many roles, more candidates, and coordination that eats the day.

Operation

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 Manager

A portfolio where the quiet accounts are the ones to worry about.

Operation

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.

Advisory & sales
Financial Advisor

Client trust built on timely, professional touchpoints.

Operation

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 Executive

A pipeline where the deal that slips is the one that went unfollowed.

Operation

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.

Beyond these eight

The same shape
fits far more.

Attorneys and paralegals, accountants and bookkeepers, agency owners and consultants, relationship bankers, healthcare coordinators, event and wedding planners, and membership managers all carry a book of relationships with predictable steps and judgment at the turning points. If you can describe the work, Invice can run it.

Free for 15 days

Your whole book of
client work, handled.

Brief it in plain language. Ground it in your own documents. Invice runs the 80% of your client work that is process and brings you the 20% that is judgment.