Martínez & Solís Asociados
Full process audit and internal knowledge assistant for a multidisciplinary firm that grew from 5 to 18 professionals in two years.
Martínez & Solís grew from 5 to 18 professionals in two years, but critical firm knowledge remained locked in the two founding partners' heads. Juniors constantly interrupted with queries already resolved in previous case files.
There were no documented processes or structured way to access accumulated knowledge. Partners spent up to 3 hours daily answering internal queries instead of serving clients.
Query: "How is the Model 303 base calculated?"
First we mapped all the firm's processes, then built an assistant that puts information within reach of the entire team:
Department-by-Department Process Audit
Structured sessions with each area (tax, labor, accounting, legal) to map workflows, identify bottlenecks, and document the partners' knowledge into formal procedures.
Internal Knowledge Assistant
Assistant trained on the firm's documentation, case law, internal criteria, and procedures. Any professional asks what they need and gets the answer with a reference to the original document.
ROI & Results
<2s Internal Response
Queries that previously required interrupting a partner are now resolved instantly from the assistant with verifiable sources.
70% Fewer Interruptions
Partners recovered 3 hours daily that they now dedicate to clients and business development.
4 Departments Integrated
Standardized, documented processes across tax, labor, accounting, and legal. Getting new hires up to speed went from weeks to days.