Country and language: International, English

Language

International (no prices)

Other countries

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

Contact us
Menu

Language

International (no prices)

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.

  • 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.

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
Ask about this solutionTell me when it is available in my country

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
See the solutionTell me when it is available in my country

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
Ask about this solutionTell me when it is available in my country

Quarterly document collection with a tax calendar

Warns each client before the tax deadlines, lists what they must send, checks each invoice and receipt and files it in the quarter's folder.

Before each tax deadline, 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
Ask about this solutionTell me when it is available in my country

New client: identification and signed engagement letter

The assistant collects the new client's identification documents by email and runs the beneficial-owner questionnaire your firm needs before taking on the engagement. 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
Ask about this solutionTell me when it is available in my country
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?

In the countries where NordixAIgency has its own edition, you set it up yourself, with about 15 minutes for your business profile. Tell us where your business is and we will let you know when it opens there.

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.

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