Velasco Asesores
24/7 AI capture agent on web and WhatsApp, and automated tax document generation system for a tax advisory firm during tax filing season.
Velasco Asesores was losing after-hours inquiries that never came back. During tax filing season, the team spent hours drafting repetitive documents while new requests piled up unanswered.
Without an active capture system outside business hours, potential clients contacted competitors. The document generation bottleneck limited the firm's capacity during peak season.
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We deployed two AI agents working together to capture clients and accelerate document production:
24/7 Capture Agent
Assistant on the website and WhatsApp that answers basic tax questions, identifies if the client fits the firm's services, and automatically schedules an appointment with the available advisor.
Tax Document Generator
Agent trained on current tax regulations that generates drafts of tax forms, letters to the tax authority, and tax planning proposals from guided questionnaires completed by the client.
ROI & Results
35% More Capture
The agent converts late-night and weekend inquiries into real appointments. Clients who would have been lost now enter the funnel without manual steps.
5 Min per Document
Tax drafts that previously required 2 hours of manual writing are now generated in minutes, ready for advisor review.
×2 Campaign Capacity
During tax filing season, the firm handled twice the number of returns without hiring additional staff, thanks to document automation.