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
- AI assistantAsesoría Castillo, you are speaking with the office's automated assistant. How can I help?
- CustomerHello, I moved here last year and I need help with my first tax return.
- AI assistantI can book you a consultation with the adviser who handles returns for foreign residents. Is Wednesday at 11:00 good for you?
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
- Set per country: ask us for the price where your business is
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
- 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.
- 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.
- 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
- 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.
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
- 21:47
Customer
Hi, can I book a 45-minute appointment tomorrow morning?
AI assistant
Hello, this is the automated assistant of Estudio Brisa. Tomorrow I have 9:30 or 11:00. Which suits you?
Customer
9:30, please.
AI assistant
Done: tomorrow at 9:30, 45 minutes.
The appointment is in Estudio Brisa's calendar.
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.
- 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
- AI assistantAsesoría Castillo, you are speaking with the office's automated assistant. How can I help?
- CustomerHello, I moved here last year and I need help with my first tax return.
- AI assistantI can book you a consultation with the adviser who handles returns for foreign residents. Is Wednesday at 11:00 good for you?
- CustomerWednesday at 11:00 is fine.
- AI assistantBooked for Wednesday at 11:00. I have sent the confirmation by email, with the list of documents to bring.
- 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
- CustomerHi, is my tax return already filed?
- 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.
- CustomerGreat, thank you.
- 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
Prices are set per country
The plans work the same everywhere; the price depends on the country where your business is. Tell us where it is and we will send you the plans and prices for it.
- 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
| — | Today | With the office line |
|---|---|---|
| Calls during a file | Every call interrupts | Answered without interrupting |
| Clients in other languages | Hard to follow | Answered in their language |
| Messages for the team | Sticky notes and memory | Structured, with a reference |
| Who books what | Whoever picks up | The right professional's calendar |
| Overview of the day | None | A 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.
How much does it cost?
Prices are set per country. Tell us where your office is and we will send you the plans and prices for it.
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
- How we look after data
Operated by AD Caldas Innotec SA, the company named in the legal notice.
Keep your concentration, not your phone
Set up the office line, connect your calendars and let the assistant take the next call.