Industry overview. Each project may have a different scope.
Professional practices
Less time on follow-up. More time for professional work.
We develop solutions to automate administrative tasks, organize documentation, and keep the information used by professional practices up to date.
We connect information sources, documents, calendars, and communications to make it easier to follow up on each client, procedure, or matter.
Connected processes
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Updates from official sources
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.
Deadlines and scheduling
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.
Document generation
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.
AI-assisted document review
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.
Hours, fees, and invoicing
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.
Calculations and updated amounts
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.
Client reminders
We automate reminders for appointments, meetings, and other occasions that require the client's participation.
Supporting operations
Adapted to each specialty
Sources, templates, and rules are configured for each practice. It is possible to start with a specific task and gradually connect other processes.
The next step
What could work better in your operations?
Tell us what you need to connect, organize or simplify.