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AUTOMATION FOR PROFESSIONAL FIRMS

What your firm does by hand, running on its own.

Communications, invoicing, deadlines, and government portals. Everything your team manages manually every day, operating on its own. Without changing software.

40%
Reduction in time spent on administrative tasks
0
Missed deadlines with automatic alerts
24/7
Runs on its own, 24 hours
<4 wks
Average implementation time
The Problem

Your team wastes hours every day on tasks that should take seconds

01

Manual client communications

Individual WhatsApp messages, repetitive emails, unanswered calls. Each communication not sent on time can mean a lost client.

02

Copy-pasting between programs

Data from management to accounting, from email to calendar, from one Excel to another. Your team acts as an intermediary between tools that are not connected.

03

Manual tracking of critical deadlines

Court deadlines, tax deadlines, registry deadlines. Tracking them manually is a professional liability risk. A single oversight can cost a case.

04

Hours on government portals

AEAT, DGT, Social Security, LexNET. Logging in every morning to check notifications consumes hours of productive work.

The Solution

Time-consuming tasks, operating autonomously

We integrate with the software you already use and automate what is currently managed manually.

01

Your clients receive all communications automatically

Appointment reminders, document requests, expiration notices, payment reminders. Everything is sent on its own via WhatsApp and email.

02

Your tools talk to each other

MN Program, a3asesor, Ten Solutions, Sage, Gmail, Dropbox... When something changes in one, the rest update without you touching a thing.

03

Invoices that generate themselves

Time is tracked per case file, the invoice is generated, sent to the client, and if they don't pay, they're reminded at 7, 15, and 30 days. VeriFactu compatible.

04

No deadline gets missed

Court and administrative notifications are captured automatically. They're sorted by urgency and the responsible person is alerted before the date passes.

05

Portals check themselves every night

AEAT, DGT, Social Security, LexNET, registries. A system accesses every night, downloads pending notifications, and sorts them by urgency. First thing in the morning, everything organized.

06

Without changing software

We don't replace MN Program, Lex-ON, a3asesor, or any tool you already use. We integrate with what you have and enhance it.

Results

What changes when you implement it

40%

Reduction in time spent on administrative tasks

0

Missed deadlines with automatic alerts

24/7

Runs on its own, 24 hours

<4 wks

Average implementation time

Real examples

Automations already running in firms

01

Automated tax return campaign

Tax advisory with 200 clients: automatic WhatsApp delivery of required documentation for tax filing. After 7 days, a reminder. After 14, escalation to the advisor.

02

AEAT notification capture

Administrative consultancy with 300 clients: bot accesses AEAT every night, downloads notifications, classifies by urgency, creates tasks, and alerts the manager. By 8:00 AM, everything organized.

03

Automatic case file invoicing

Firm with 80 case files: at month-end, automatic generation and delivery of all invoices. After 7 days, reminder to those who haven't paid. After 30, escalation to the partner.

04

Workflows between management and accounting

When a case file closes in MN Program, the invoice generates itself, is sent by email, recorded in accounting, and a 30-day follow-up is scheduled.

Questions about automation

No. We connect to MN Program, Lex-ON, a3asesor, Ten Solutions, Sage, Bitrix24, and any tool that allows connection. We don't replace anything.

Standard automations between connectable tools: 1-2 weeks. Complex workflows with multiple systems or tools without direct connection: 3-4 weeks.

It depends on the scope and complexity. After analyzing how your firm works, we present a detailed proposal with investment and estimated return.

Every automation has backup systems and alerts. If something fails, you're notified immediately and the process follows an alternative path. Nothing is lost.