From the planner’s letter to a complete application

What Applicai does today

Requirements, straight from the letter

• A requirements register built from the letter

  Riley reads the authority’s letter and proposes each requirement, numbered and grouped the way the letter numbers it, with the letter’s own words beside it. You accept, edit or reject each one, attach the documents that satisfy it, add comments, and mark what has been submitted. Export the register to Excel or PDF.

• Decisions, when there is more than one route

  When a planner offers a choice — a temporary use permit or a rezoning, say — the job gets a decision setting out each option in the planner’s words, with its references, and with fees and timelines where the planner gives them. Choose a path and Applicai creates the applications that go with it. Email the owner the open decisions in your firm’s template.

• A document library that builds from references

  When a planner points at a bylaw, a form or a guideline, Riley finds it on the authority’s website and files it with the job, so the library grows from what planners actually cite. Where a site won’t allow it, drop the file in yourself. Every document is virus-scanned and keeps its earlier versions.

• Tasks Riley suggests

  When a condition calls for notice — a week’s notice to the ministry before each inspection, say — Riley suggests the task and dates it from the milestone once you enter it. It is added only when you choose to add it.

Riley, the assistant on every file

• Ask Riley, with sources

  Ask a question about a job in plain words. Riley searches the job’s emails and documents and the shared library of authority documents, and answers with the sources it used, so you can check them — or ask it to summarise a long thread or document. Conversations stay on the job for everyone working on it.

• Drafted replies and forwards

  Riley drafts a reply, reply-all or forward from the conversation on the file, in your own style, for you to review. Nothing goes out until you approve and send it.

• Scans become readable

  Scanned PDFs and photographed pages are read with OCR, so an old survey or a signed form is text Riley can work with, not just a picture.

Everything about the job, on one file

• An email address for every job

  Each job has its own address. Mail sent to it is filed on the job automatically, threaded and kept exactly as received. Outgoing mail uses your firm’s template and signature, with your file number and the authority’s at the top.

• Consultants and quote requests

  A directory of consulting firms by discipline, nearest to the property first. Riley drafts a request for quote with the documents you choose; the quotes come back to the job, side by side.

• The Morning Brief

  The day at a glance: outstanding email, open tasks, upcoming deadlines and reports you are expecting. Optionally delivered by email or text at a time you choose.

• Search

  Search a job’s documents, emails and tasks from inside it, or every job at once from Home.

• Owners and their authorisation

  Record who is on title and who has authorised you to act for them. Applicai fills in the authority’s agent authorization form from the job — the CSRD’s is set up first — ready for the owners to sign, and the signed copy goes back on the file.

• BC property lookup

  Find a property by civic address or by the parcel identifier on a tax notice, and see which jurisdiction it falls in — with zoning and bylaw references where that jurisdiction is connected.

• Notifications, and a record you can trust

  Get a text or email when new mail lands on a job you are waiting on — off by default, set job by job. Every action is written to a tamper-evident audit log.