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Ask questions about the survey, generate Legal Issues and Risks, build a prioritised repair plan and polish any section — all from AI that knows every finding in your report and writes in your style.
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Survey Assistant
Summarise the CR3 items and suggest which trades the client will need.
Three urgent items: no insulation over the extension roof (insulation installer), a failed lintel above the rear door (structural engineer / builder) and an unvented cylinder without a service record (Gas Safe engineer). Insert into the condition summary?
✓ Inserted · marked “AI drafted — needs review”
The difference
Not a general chatbot — every tool works from the content of the report you’re writing.
saved writing Legal Issues and Risks
saved building the repair schedule
assistant that knows the whole report
How it works
Every insertion is tracked, so your audit trail stays intact.
Launch it from any Level 2, Level 3 or Building Survey report.
Type or speak your question, or generate Legal Issues, Risks or a repair plan.
Choose one or several sections and replace or append the text.
Inserted text is marked AI-drafted until you’ve reviewed it.
What's included
From quick questions to whole sections, it works from the facts in front of it.
A persistent chat per survey that sees every section, your style notes and your AI disclosure. Voice input works in any browser.
Generate both sections from your existing findings — around 45 minutes of writing in about three.
A prioritised schedule of defects with urgency, recommended trades, costs and timeframes.
Refine any section conversationally — append, replace or polish, with the conversation remembered.
Give the assistant style notes for each survey so drafts sound like you.
Track how much you change AI drafts and capture rules that shape future drafting.
Good to know
AI-drafted text is always labelled until you tick it reviewed — in line with the RICS standard on responsible use of AI.
Level 2, Level 3 and Building Survey reports.
Yes. Voice input is transcribed on our servers, so it works in every browser.
A prioritised list of defects with urgency, recommended trades, indicative costs and timeframes.
No. Your survey content is used to answer your questions, never to train AI models.
Explore the platform
Dictation drafted into RICS sections with condition ratings.
Every site photo sorted, captioned and PDF-ready.
17 UK data sources on any property in one click.
Branded PDFs, cover designer, templates and secure links.
Bookings, quotes, diary, invoices and automations.
Case studies, newsletters and local search insight.
RICS responsible-AI records and data protection built in.
RICS members only
Join the waitlist and we’ll invite you as places open.