Appointments take coordination
Preparing for an appointment means finding the relevant conversations, documents and people to keep informed.
Private beta in 2026 For real estate agents
Make it easier to prepare case files and appointments. Bring documents and conversations together, and invite your clients and the notaries involved into one shared space.
Designed to connect with your AI assistants.
AI connection coming soon.
The problem
Documents, conversations and follow-ups all take time to gather when preparing a case file or appointment.
Preparing for an appointment means finding the relevant conversations, documents and people to keep informed.
When files and conversations stay in separate email threads, finding the right context takes time.
Without the latest conversation in view, you have to search for the context before deciding whom to follow up with and about what.
Before and after
Documents and conversations brought together in Lucian give you one reference point for preparing case files, follow-ups and appointments.
Today
With Lucian
The shared case file
Documents, conversations and appointments are available in the case file according to each participant's permissions.
Find documents shared in the case file and see the access granted to each participant.
Keep case conversations with the information needed to prepare them.
View appointment information available according to participants' permissions.
Coming soon with your AI assistants
Coming soon: connect Lucian to assistants such as ChatGPT or Claude, depending on the compatibility available at launch.
AI connection coming soon.
Ask for a summary of conversations and documents relevant to the case.
Draft a follow-up based on the latest conversations.
Gather useful information before an appointment.
Security and confidentiality
Case files can contain sensitive information. Lucian controls access to documents and conversations according to each participant's permissions.
Document storage is configured with OVHcloud in Gravelines. Emails are sent separately through Brevo, with declared storage in France, Germany and Belgium.
Connections to Lucian use HTTPS/TLS. Access to content is controlled according to each participant's permissions.
Each participant reaches the case through a private link and sees only what concerns them.
Are you a real estate agent? Request access to learn how to bring documents and conversations together and invite your collaborators.