Advisers and lawyers

Your office line, answered in your client's language and booked into your calendar.

Books, moves and cancels consultations in Google Calendar or Outlook, takes a structured message when it is not a booking, and sends you the day's summary at 8:00.

  • Calls answered in the client's language
  • Consultations booked with the right professional
  • A summary of the day's messages at 8:00
Phone callsAsesoría Castillo10:12 · 1 min 35 s
  1. AI assistantAsesoría Castillo, you are speaking with the office's automated assistant. How can I help?
  2. CustomerHello, I moved to Spain last year and I need help with my first tax return.
  3. AI assistantI can book you a consultation with the adviser who handles returns for foreign residents. Is Wednesday at 11:00 good for you?
Illustrative example: the business, the people and the amounts are fictitious.

In short

The office line answers calls, WhatsApp, email and website chat in your client's language, books the consultation in Google Calendar or Outlook and sends you the day's summary at 8:00. It never gives legal or tax advice: anything that needs judgement goes to your team.

Updated on

At a glance

For whom
Tax and accounting advisers, law firms, consultants and other offices that work by appointment.
What it does
Answers the office line in the client's language, books consultations with the right person and takes structured messages.
Channels
Phone calls, Voice messages, WhatsApp, Email, Website chat and SMS
Works with
Google Calendar, Outlook and Microsoft Bookings
Getting started
Connect Google Calendar or Outlook, list your team and services, and forward your office number.
Price
From €99 a month · VAT not included

What interrupts an office every day

  • Every call interrupts a file

    A question about an appointment or a document breaks the concentration of whoever picks up, several times an hour.

  • Clients who speak another language

    Foreign residents and companies call in their own language, and the call ends without a clear next step.

  • The peak of the tax season

    In the weeks of the annual tax campaign the phone does not stop, and clients who cannot get through look for another adviser.

How it works

  1. Step 1

    Connect your calendars and your number

    Sign in with Google or Microsoft to connect Google Calendar or Outlook for each professional, and forward your office number.

  2. Step 2

    Describe your team and services

    Tell the assistant who handles what, how long each consultation lasts and which questions it may answer, and which ones always go to a person.

  3. Step 3

    It answers, books or takes the message

    The assistant books the consultation with the right person, or takes a structured message with a reference for your team. At 8:00 you get the day's summary.

Also for your business

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.

Where your clients reach you

Your office answers on each channel clients use.

  • Phone calls(main channel)Calls answered with your office's name, in the client's language.
  • Voice messagesVoice messages turned into a written summary for your team.
  • WhatsApp
  • EmailThe safe channel for documents: the assistant never asks for identity documents or account numbers on WhatsApp.
  • Website chat
  • SMS

What a call looks like

  • Phone callsAsesoría Castillo10:12 · 1 min 35 s
    1. AI assistantAsesoría Castillo, you are speaking with the office's automated assistant. How can I help?
    2. CustomerHello, I moved to Spain last year and I need help with my first tax return.
    3. AI assistantI can book you a consultation with the adviser who handles returns for foreign residents. Is Wednesday at 11:00 good for you?
    4. CustomerWednesday at 11:00 is fine.
    5. AI assistantBooked for Wednesday at 11:00. I have sent the confirmation by email, with the list of documents to bring.
    6. Booked in the adviser's Outlook calendar: Wednesday 11:00, first tax return, in English.

    The consultation is in the right professional's calendar, with the client's language noted.

    Illustrative example: the business, the people and the amounts are fictitious.
  • WhatsAppAsesoría CastilloThursday · 18:40
    1. CustomerHi, is my tax return already filed?
    2. AI assistantHello, this is the automated assistant of Asesoría Castillo. I cannot see the status of your file, so I have passed your question to your adviser with the reference ESC-00118.
    3. CustomerGreat, thank you.
    4. AI assistantYour adviser will reply tomorrow morning. If you need to send a document, please use email, never this chat.

    A structured message for the team, in the 8:00 summary.

    Illustrative example: the business, the people and the amounts are fictitious.

Works with what you already use

Consultations go into Google Calendar or Outlook, one calendar per professional, and Microsoft Bookings if your office already uses it.

  • Google CalendarSign in with Google Calendar
  • OutlookSign in with Outlook
  • Microsoft BookingsSign in with Microsoft Bookings

+Thousands of possible integrations

Plans for your office

Choose the plan that fits the calls and messages your office receives each month and the number of calendars you need. The prices come from the price list of your country.

Reception

24h Line

€99 a month

€119.79 with VAT (21%)

Included every month

  • 100 messages
  • 200 minutes of calls
  • 1 phone number

Recommended

Complete

€149 a month

€180.29 with VAT (21%)

Included every month

  • 120 messages
  • 250 minutes of calls
  • 1 phone number
  • Day-before confirmation included

Pro

€199 a month

€240.79 with VAT (21%)

Included every month

  • 150 messages
  • 400 minutes of calls
  • 1 phone number
  • Day-before confirmation included

Beyond what is included

  • €0.08 per extra message
  • €0.35 per extra minute of calls
  • €0.25 a minute while a call is passed to a person

Add-ons

  • Day-before confirmation

    The day before each appointment, your customer gets a message asking them to confirm it.

    • 100 appointments a month included
    • €0.40 per extra appointment

    By plan

    • 24h Line+€39 a month
    • CompleteIncluded
    • ProIncluded

Custom solution

Does your business run on its own system, or on one that is not on our list? We can connect it too. We quote the integration work before we start, and the solution then runs on the plan you choose.

Conditions

  • No setup fee
  • No minimum term
  • 14-day free trial
  • Cancel any time
  • You set a monthly spending cap

VAT not included

Under each monthly price you also see the amount with 21% VAT.

In the Canary Islands, Ceuta and Melilla VAT does not apply: IGIC or IPSI is charged instead.

No surprises at the end of the month

You see your usage in your panel and set a monthly spending cap. At 80% of the cap you get a notice. If the cap is reached, the conversations go to your business: callers hear a recorded message with your contact details, and nothing more is billed that month.

  • The 24h Line plan includes 1 calendar, the Complete plan up to 3 and the Pro plan up to 8, one for each professional in Google Calendar or Outlook.
  • The assistant books, takes messages and passes calls on; it never gives legal or tax advice.

Today and with the office line

—TodayWith the office line
Calls during a fileEvery call interruptsAnswered without interrupting
Clients in other languagesHard to followAnswered in their language
Messages for the teamSticky notes and memoryStructured, with a reference
Who books whatWhoever picks upThe right professional's calendar
Overview of the dayNoneA summary at 8:00

Questions from offices

Do my clients know they are talking to an assistant?

Yes. In its first reply the assistant says it is your office's automated assistant, and clients can ask for a person at any time.

Does it give advice to clients?

No. It books, takes messages and passes calls on. Any question that needs professional judgement goes to your team.

What about confidentiality and client data?

The assistant asks only for what it needs to book or to pass a message on. The data is handled to comply with data protection law worldwide, and is not used to train AI models.

How does it know who is calling?

It asks for the name and the reason for the call, and it recognises the phone number of a client it has spoken to before. It never asks for identity documents by chat.

Can it pass an urgent call to someone?

Yes. You set who is on call and when; urgent calls go to that person with a reference and a summary.

We use Outlook, not Google. Does it work?

Yes. It books in Outlook calendars through your Microsoft account, and in Microsoft Bookings if you use it.

Which languages does it speak?

It answers in the language the client uses, among the languages set up for your office.

Why offices can rely on it

  • Your clients' data is handled to comply with data protection law worldwide
  • It never gives legal or tax advice
  • It never asks for identity documents by chat
  • Urgent calls go to the person on call
  • Operated by AD Caldas Innotec SA, the company named in the legal notice.

    How we look after data

Keep your concentration, not your phone

Set up the office line, connect your calendars and let the assistant take the next call.

Questions? Write to us here

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