Deeds Automation

Taxpayer Portal & Forms

Valuations & Appeals

Front Desk AI

Prop 19

Monitor

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Clerk Forms

Front Desk AI

Value Adjustment Board

Board of Equalization Software

Front Desk AI

Front Desk AI

Human-driven. AI-assisted.

One centralized view for every inbound request: phone, email, chat, walk-ins, and more.

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Trusted by 300+ Assessor’s offices, our team is here to help you:

Centralize inbound communication

Automatically triage and log email, phone, and in-person requests into one system.

Free up staff time

Eliminate manual follow-ups and use AI to draft and streamline responses

Improve visibility across teams

Shared team inboxes and user assignments ensure clear ownership and faster responses.

Boost constituent satisfaction

Citizens receive timely, transparent responses—regardless of communication channel.

Measure performance

Track response time, case volume, and trends by department, request type, or staff member.

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How it works

1

Centralize all inbound requests Automatically captures and logs requests from email, phone, and walk-ins.

2

Track cases and respond efficiently Assign requests to the right staff, track ownership, and have AI help streamline your response.

3

Report & improve Use built-in dashboards to monitor response times, workloads, and constituent satisfaction.

Features & Capabilities

Shared inboxes for communication triage
Ability to manually log phone/walk-in requests
Custom team-based inbox setup (e.g., Ownership, Exemptions, Protests)
Case assignment by team or user
Full-text search and case filtering
Real-time dashboards measuring response time and customer satisfaction
AI drafted responses and automated replies to repetitive questions
ADA-compliant chat and multi-language support

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Case Studies

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