Features · Prepare

Ally does the preparation. You make the decisions.

An assistant built into every page that drafts, suggests and explains, and never changes a record on its own.

  • "Prepare me"Before any meeting: the business overview, last contact, open flags and commitments, what is missing, suggested questions and the objective.
  • Suggestions to reviewFollow-ups, flags, stale records and plans proposed with their evidence, waiting for you to accept, edit or decline, one at a time or in bulk.
  • Plans drafted for approvalAlly drafts or checks a project plan; nothing is added until you approve it.
  • Ask on any pageAsk Ally by voice or text. She can find a business, filter the map, look something up or add a planner item for you.
  • Check a draftBefore a message or report goes out, an automated check looks for figures that are not in the record, business names in board material, promises with no commitment behind them, and wording that sounds like a zoning or legal decision. It is not legal review.
  • Research & Watch CustomizeOnline research on a business, and watched public agendas and notices that mention the businesses you track.
  • Planning & Analysis CustomizeMaster plan and zoning documents you can search, a cited Project Fit Analysis for a case, and fiscal-impact models that show their formula and assumptions.

Customize features are optional additions to your subscription. See pricing.

See BRE Pulse pricing

Published prices for every package, by the number of businesses you track.