Accountants, lawyers, consultants
For accountants, lawyers and consultants: less admin nobody bills for.
Clients emailing to ask how far along their file is, intakes and documents collected by hand, and hours of admin nobody bills for. We build a client portal with status and uploads, intakes that run on their own and automations between your email, files and bookkeeping.
- Client Portal
- A client portal with status updates and uploads
- Follow-up & Reminders
- Intake forms and reminders that run on their own
- Workflow Automation
- Automations between your email, files and bookkeeping
Where it hurts
Three moments where clients and time slip away.
Intakes and documents collected by hand
Intake forms and reminders that run on their ownHours of admin that nobody bills for
Automations between your email, files and bookkeepingWhat we build
Three parts, one system.
You do not have to do it all at once. We start with what costs you the most, and add more once it pays off.
- 01A client portal with status updates and uploads→
Through Client Portal. Checklist, uploads and status per client, so you stop chasing documents.
- 02Intake forms and reminders that run on their own→
Through Follow-up & Reminders. The second and third follow-up that never gets sent now, sent at the right moment.
- 03Automations between your email, files and bookkeeping→
Through Workflow Automation. Your tools connected, so data, invoices and reports flow on their own.
In practice
This is what it looks like.
An example of Client Portal, as it could work for your business.
Example for illustration.
Control
You stay in control.
The AI only answers what you approved and hands anything complex to you or your team. You see every conversation, booking and result in your dashboard.
How you measure it
- How many files are complete without chasing
- How many intakes ran on their own
- How many hours of admin dropped away
What stays with you
- All substantive advice
- Complex questions, which go to you or your team
- Anything you have not approved up front
FAQ
Questions from your industry.
Will my customers know they are talking to AI?
Yes. Our AI always says it is an AI. It sounds natural, only answers what you approved, and hands anything complex to you or your team.
Do I need technical knowledge?
No. You fill in one form and we have one 30-minute kickoff. We build, connect, test and maintain everything.
How long does it take?
It depends on what we build. Most systems are live within a few weeks, bigger builds like a client portal take longer. You get the exact timeline in your proposal, before you commit.
How does pricing work?
A one-time setup and a monthly fee. You choose: a fixed monthly amount, or a lower amount plus a share of the revenue we bring in. You get a clear price after a short call.
How do you handle data and privacy?
We work under a processing agreement, host in the EU wherever possible and share the list of providers we use. Conversations are only recorded with notice.
Last question
Start with a 30-day pilot.
We agree on a clear goal in writing up front. If we don't reach it within 30 days, we keep working for free until we do, up to 30 extra days.