Hand off the file's work. Keep the judgment.
The Assistant brings your reports, your Vault and the public record into one place. From one box you can check a draft, fill a comparables chart in Excel, pull the public record for an engagement or watch the documents behind your files, and every figure and quotation comes back cited. Start with "Check this draft before it goes to the partner."
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Agents run the other workflows end to end on your instruction and bring you in where judgment is needed.
For appraisal firms
The file's work done by an agent that learned the firm's method.
For valuation teams
A review of any report commissioned, run on a schedule, returned cited.
Take on more at once
Your hours go to inspections, clients and the opinion of value while the agent works the file in the background.
One task or ten.
Hand off the record pull, the export screen and the chart fill together, and the agent runs them in parallel and returns one review.
Scheduled work.
The assessment roll checked on every active file the morning it publishes.
Any input.
A scanned engagement letter, a workbook, a listing sheet, a plan drawing, and the work product back as the section, the chart or the memo the task needs.
Control the quality of the work
Shape the plan before it runs and review the work before it goes out. The judgment is always yours.
Plan first.
See the steps, the sources and what will be written, and change them before anything starts.
Brought in when it matters.
The agent stops and asks when a figure conflicts or a source is silent, then carries on.
Every step logged.
Each number cited and each step recorded, so the partner and a practice reviewer can verify it.
Built to the firm's method
Agents that work the way the firm's partners do.
From the firm's reports.
The agent learns the method from the signed reports in the vault: the units, the order of the approaches, the wording.
Firm-built agents.
Write a standing instruction once, such as "land updates: direct comparison first, per net acre", and it is applied every time.
Memory.
How each appraiser works, remembered and applied across Word, Excel and Outlook without repeating the instruction.
How firms use it
A land update run from the prior report.
The chain read, the chart refilled, the moved sections drafted, the review placed.
A sales export screened and charted.
The search checked against the brief, the keepers written in with reasons.
A draft checked with the findings placed in the text.
Ready for the partner's read, finding by finding.
The assessment roll swept across every active file.
New values beside old, the morning the roll publishes.