Overview — What is Harold?
Transform scattered deal context into disciplined pipelines, documents, and client-ready outputs — without losing the judgement that makes transactions defensible.
Documentation index
Fetch the complete documentation index at: https://docs.haroldproperty.co.uk/llms.txt
Use that file to discover all available pages before exploring further.
What Harold is
Harold is an operating workspace for property investment and brokerage teams. It connects pipeline, deals, documents, inbox, reporting, distribution, and tasks so decisions are made with context — not from scattered files and forwards.
What you can do
- Run a disciplined deal pipeline with clear stages, ownership, and accountability.
- Keep deal documents organised, versioned, and aligned to the transaction narrative.
- Centralise deal-linked email so context does not live only in individual inboxes.
- Generate institutional-quality reports and controlled distribution from approved templates.
- Use an assistant that accelerates drafting and navigation while respecting workspace boundaries.
Harold handles the operational glue — stage discipline, document structure, thread linkage, and repeatable outputs — so your team can focus on judgement, negotiation, and client outcomes.
How it works
Capture context
Bring deals, threads, and documents into one workspace so the story of the transaction stays coherent.
Operate with discipline
Use pipeline, tasks, and approvals to keep work attributable and client-ready materials consistent.
Ship outputs
Generate reports and controlled sends from templates so quality scales with the desk — not despite it.
How to use Harold
Core surfaces
Each module is documented in depth in the left navigation. Start with the ones you use daily.
Assistant
Drafting, summaries, and navigation with guardrails.
Pipeline
Triage signals, stages, and forward motion.
Deals
The deal record as the operational anchor.
Documents
Deal workspaces and diligence structure.
Inbox
Threads linked to the right operational context.
Reports
Templates, review, and outputs.
Distribution
Controlled sends to the right audiences.
Tasks
Accountable follow-ups with dates and owners.
Settings
Workspace configuration and access.
Use cases
Teams use Harold to run transaction operations with fewer gaps and faster client-ready cycles.
Investment & asset management
Pipeline hygiene, IC packs, mandate context, and repeatable reporting across deal types.
Brokerage & agency
Inbox triage, document completeness, controlled distribution, and clear task ownership across mandates.
Security & trust
Harold is built for institutional expectations. Formal assurance artefacts are shared through your commercial and security review — not inferred from marketing pages.
Get started
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