Less time on follow-up. More time for professional work.

We automate the retrieval and extraction of information from official websites and other authorized sources.

The system identifies updates and notifies the responsible professional by email or WhatsApp for review and follow-up.

We connect updates and notifications with dates, tasks, and deadlines.

Depending on the process rules, dates can be calculated taking business days, holidays, and special periods into account, added to the calendar, and accompanied by reminders for professional review.

We use the practice's templates and the details of each client or matter to prepare contracts, authorizations, letters, and routine documents.

The professional receives a draft ready to review, adjust, and complete.

We add tools to flag missing information, inconsistencies, or clauses that require attention, following the practice's criteria and checklists.

Final assessment and approval remain the professional's responsibility.

We connect the time spent on each client or matter with fees and invoicing.

The solution can be adapted to hourly services, one-off assignments, or recurring retainers, according to the workflow defined by the practice.

We automate calculations using the rates, indices, reference units, and rules applicable to each practice.

Amounts are available for review before they are included in documents, payment calculations, or communications.

We automate reminders for appointments, meetings, and other occasions that require the client's participation.