AI agents · Law and accountancy firms
Half the morning spent answering the same email.
Get your morning back from the same email.
An agent that explains what the firm does, which papers are needed and how long each procedure takes, gathers the whole case and leaves it in your client manager before you speak to anyone.
Free · 3 steps · no commitment
- Replies instantly
- Leaves the case in your system
- Alerts you to anything urgent
This is how it replies.
A Monday, 08:15
- Client:
Good morning, what documents do I need for this year’s tax return?
- Agent:
Good morning. In your case — self-employed, on the “módulos” flat-rate regime — there are four: withholding certificate, this quarter’s invoices, self-employed contribution receipts and the previous Modelo 130.
↳ Checks which regime you are on - Client:
I’m not sure I still have the previous 130
- Agent:
I have it here: I’ll attach it. I’ll also leave you the folder to upload the rest when you have it.
↳ Searches your document system - Client:
Perfect, thanks
- Agent:
I’ll remind you a few days before the deadline if anything is missing. And I’ll let Ana know you’re underway.
↳ Schedules the reminder and alerts the person in charge
With an agent
- Email arrives
- Documents sent
And the client, looked after.
Without an agent
- Email arrives
- Answered between two appointments
- A document is missing
- Third email of the day
No follow-up
It is not the time of one email. It is the time of the three that follow it.
Example conversation. The agent uses your information and your rules, and says it is an automated assistant.
What it does for you.
Replies on the spot
08:16 · not mid-morning
- Answers: included
- Manages: included
- Decides: included
Three levels
How much you want it to decide alone.
01 · Answers
Procedures, paperwork and deadlines
Explains what the firm does, which papers are needed and how long each procedure takes. No more half-mornings on the same email.
- Needs
- Your services and the list of papers for each procedure.
- Uses
- Nothing else. Only what you gave it.
02 · Manages
The case, already in your system
Gathers the whole case before you speak to anyone, leaves it in your client manager and alerts you.
- Needs
- Knowing which questions you always ask the first time you talk to a client.
- Uses
- Your client manager and your email.
03 · Decides
The briefs that suit you
Separates the case that suits you from the one that does not, and drafts the proposal on your terms.
- Needs
- Your criteria: which cases you accept and which you refer on.
- Uses
- Client manager, email and proposal templates.
Frequently asked questions.
Can it give legal advice?
No, and it is set up so that it does not. It informs about procedure, deadlines and paperwork: what is already on your website, said twenty times. The judgement is yours.
What happens to the client’s data?
It stays in the tools you already use. The agent writes where you write; it does not build a separate archive.
Do I have to change my client manager?
No. It connects to the one you already use.
Less by hand.
Tell me about your case and I will tell you which level suits you.
