Access has a scope
Agency records belong to a workspace. Roles and case assignments determine who can see and act on the work.
HELPFUL AI. CLEAR RESPONSIBILITY.
Good tools make judgement easier.
AI can prepare work and bring context into view. Your agency keeps authority over decisions, with review and access controls built into the workflow.
Approvals
Your agency, togetherVIEWING ENQUIRY
Human reviewReview the prepared reply
- From
- Harbour & Co. <lettings@example.test>
- To
- Aoife Kelly <aoife@example.test>
- Subject
- Your viewing enquiry — Pembroke Lane
Complete message
Hi Aoife,
Thanks for your interest in 14 Pembroke Lane. We’ve noted Thursday afternoon as your preferred viewing time. We’ll confirm availability with you before making a booking.
Kind regards,
The Harbour & Co. team
Interactive example · Select a record to explore. Changes stay in this page.
See the proposed action before it happens.
Review the recipient and complete message together. The application binds approval to the proposed action and rechecks permission when it executes.
This example lets you explore the review experience without sending anything.
Evidence stays connected
Case activity, documents and communication context support the next decision. Review history should explain what happened and who took responsibility.
Readiness is explicit
Live workflows require the relevant provider and operational checks. A working example or connected account alone does not enable regulated actions.
A clear view of the current stage.
The Ireland product is in pilot development. This page describes product controls, not a security certification or a guarantee of regulatory compliance. Your agency retains its professional and legal responsibilities.
Before a live pilot, we will need to agree data handling, access, retention, support and the approved workflow with your team. Client-money handling and automated regulatory decisions are not offered through this website.
Read about the Ireland pilot →START WITH YOUR WORKFLOW
Let’s see where Proply fits.
A practical walkthrough, built around your agency’s day.