One platform from intake to report
Capture requests from any channel
Email, a public intake form, manual entry, or a private client portal — every channel feeds the same pipeline so nothing gets re-keyed or lost in a thread.
- AI extracts property details, fees, and timelines from inbound emails
- Public bid form with magic-link or TOTP authentication for new clients
- Staff can create requests manually when intake arrives by phone or referral
- Private portal gives existing clients a self-service submission path
Scope the engagement
Move from intake to a formal bid with scope, fee, and timeline in one proposal. Track every bid through a multi-stage pipeline until it converts to an assignment.
- Kanban board with configurable pipeline stages
- AI-extracted fields displayed on approved bids
- One-click bid-to-assignment conversion
Research and analyze
The assignment workspace connects comparable selection, property enrichment, and map-based analysis. Every team member works from the same data.
- Searchable property database with PUCS classification
- Multi-type comparable selection (sale, lease, income, cost)
- Map-based analysis with parcel overlays and split-view
- Customizable workflow stages with team assignments
Populate the deliverable
Word and Excel output pulls from the same live data used during research and review. No copy-paste between systems.
- Office Add-in inserts comparable tables directly into templates
- Subject property fields sync from the assignment record
- Value summaries stay connected to live data
Close the loop
Billing ties back to the assignment lifecycle. Generate invoices and sync to QuickBooks without re-entering engagement details.
- Invoice generation from assignment fee and scope
- QuickBooks sync keeps accounting in one place
- Full audit trail from intake through billing
See the workflow on your own assignments and comparable data.
Start with a guided walkthrough if you want to evaluate the workflow first, or begin self-serve onboarding when you are ready to activate a workspace.