Country and language: Spain, English

Language

Spain

Other countries

The price depends on the country, not on the language.

Sign inNew account
Menu

Language

Spain

Other countries

The price depends on the country, not on the language.

Sector

Professional services

In short

Tax and accounting advisers, lawyers and consultants get an assistant that answers the office line, books consultations and collects documents without giving advice. Each client is served in their own language, and the principal gets a daily summary.

Updated on

Who it is for

Tax and accounting advisory firms, law firms and consultants.

What gets in the way today

  • Every call interrupts the work

    Booking calls and “is my tax return ready?” questions break the day of professionals whose work needs concentration.

  • Documents chased before every tax deadline

    Advisory firms chase each client for invoices and receipts before every tax deadline, even though the deadlines are fixed and published well ahead.

    Source: Agencia Tributaria, taxpayer calendar,

  • Client identification before the engagement

    Advisers and lawyers have to identify new clients before certain engagements, and collecting documents by email back and forth delays the start of the work.

    Source: BOE, Law 10/2010 on the prevention of money laundering,

Solutions

First consultation: triage, booking and prepayment

Runs a structured intake without giving advice, creates the lead in your CRM, books with the right professional and sends the payment link.

The assistant runs a structured intake covering the area, urgency, opposing party and documents, without giving any advice. It creates the lead in your CRM, books the consultation with the right professional, sends the payment link for the consultation and reminds the client the day before. A new contact who writes out of hours gets an answer instead of calling the next office.

Channels
  • Phone calls(main channel)
  • Website chat
  • WhatsApp
  • Email
Works with
  • Google CalendarSign in with Google Calendar
  • OutlookSign in with Outlook
  • HubSpotOptionalSign in with HubSpot
  • ClientifyOptionalPaste an API key from your Clientify panel
  • ClioOptionalSign in with Clio
Setup

Easy setup

You connect it on your own, usually within 48 hours.

Plan

Reception

See prices

Create account

Office line and calendar

Recommended

Books, moves and cancels appointments in the caller's language, takes structured messages for the person on duty and sends a daily summary.

The assistant books, reschedules and cancels appointments in Google Calendar or Outlook, in the language of whoever gets in touch. When it is not a booking, it takes a structured message and passes it to the person on duty with a reference. At 8:00, the principal receives the day's summary as a PDF. It answers the phone, voice messages, WhatsApp, email, website chat and SMS.

Channels
  • Phone calls(main channel)
  • Voice messages
  • WhatsApp
  • Email
  • Website chat
  • SMS
Works with
  • Google CalendarSign in with Google Calendar
  • OutlookSign in with Outlook
  • Microsoft BookingsOptionalSign in with Microsoft Bookings
Setup

Easy setup

You connect it on your own, usually within 48 hours.

Plan

Reception

From €99 a month

VAT not included

See the solution

Collection of overdue fees and retainers

Reads your overdue invoices, sends a friendly reminder with a payment link, handles “I already paid” and passes disputes to a person.

The assistant reads the overdue invoices in your invoicing software, or in the export you send by email, and sends each client a friendly reminder with a payment link. It resends the PDF when asked, handles “I already paid”, records the payment and passes any dispute to a person, so you never have to chase your own clients.

Channels
  • WhatsApp(main channel)
  • Email
  • SMS
Plan

Office 24h plan

Price on request

Ask about this solution

Quarterly document collection with a tax calendar

Warns each client before the Agencia Tributaria deadlines, lists what they must send, checks each invoice and receipt and files it by quarter.

Before each Agencia Tributaria deadline, taken from its taxpayer calendar, the assistant warns every client of the firm and lists what they must send. It reads, classifies and checks each invoice and receipt, asks for what is missing and files it in the quarter's folder on Google Drive or OneDrive. Bank statements and identity documents arrive by email only, never by WhatsApp.

Channels
  • WhatsApp(main channel)
  • Email
  • SMS
Plan

Reception 24h plan

Price on request

Ask about this solution

New client: identification and signed engagement letter

The assistant collects the new client's identification documents by email and runs the beneficial-owner questionnaire that Law 10/2010 on the prevention of money laundering asks of obliged entities. It sends the engagement letter for electronic signature and, once it is signed, the payment link for the retainer. WhatsApp is used only for guidance, and the professional reviews and approves each file.

Channels
  • Email(main channel)
  • WhatsApp
  • Website chat
Plan

Module of the Office 24h plan

Price on request

Ask about this solution
All sectors

From message to action

A message arrives after hours. The AI assistant replies and acts in your system; for example, making the booking.

Website chatEstudio Brisa21:47

  1. 21:47

    Customer

    Hi, can I book a 45-minute appointment tomorrow morning?

  2. AI assistant

    Hello, this is the automated assistant of Estudio Brisa. Tomorrow I have 9:30 or 11:00. Which suits you?

  3. Customer

    9:30, please.

  4. AI assistant

    Done: tomorrow at 9:30, 45 minutes.

  5. The appointment is in Estudio Brisa's calendar.

Illustrative example; the business and the details are fictitious.

Frequently asked questions

Does the assistant give legal or tax advice?

No. It books, takes structured messages, collects documents and hands over to a professional. Advice always comes from your team.

Can clients send identity documents on WhatsApp?

No. WhatsApp does not allow asking for identity, bank account or card numbers, so documents and identification arrive by email or through your website chat.

Does it work with Outlook?

Yes. It works with Google Calendar and Outlook, and optionally with Microsoft Bookings.

Which languages does it handle?

It replies in the language of whoever gets in touch, among the languages set up, which helps with clients from abroad.

Can it screen first consultations?

Yes. It runs a structured intake without advice and books the consultation with the right professional.

Can it collect clients' documents before tax deadlines?

Yes. Before each tax deadline it tells every client what to send and files what arrives.

How is my customers' data handled?

Each solution asks for what its task needs. The data is handled to comply with data protection law worldwide, is not sold or passed on, and is not used to train AI models. A data processing agreement is part of your sign-up.

How long does it take to go live?

Most of the work is your business profile: about 15 minutes. Then you connect your calendar and your phone line and test the assistant before your customers use it. Some solutions you connect on your own, usually within 48 hours. Others need one request to the vendor or a one-off data load, and we help you with it.

What happens when the assistant does not know the answer?

It says it does not know, takes the customer's question in writing and hands the conversation to your team with a reference, so nobody asks twice. You set who takes it, and when.

How many calls can it answer at the same time?

Five. The line answers five calls at the same time, and that number is the same on every plan.

Sources

  1. Agencia Tributaria, taxpayer calendar ·

  2. BOE, Law 10/2010 on the prevention of money laundering ·

Not sure which solution fits your business?

Tell us how you work and we will point you to the right one.

Ask us a question