Law, accounting and advisory firms
A portal for your clients and fewer emails for your team
Invoices over WhatsApp, documents by email and calls to ask how a case is going: that is how many firms work. Your own portal gives each client one place to upload what is needed and see where their matters stand.
What usually happens
Problems your own app solves
Documents everywhere
Each client sends things through a different channel, and you have to hunt for them every time.
How is mine going?
Calls asking about the status of a case interrupt the work.
Deadlines that slip
Reminding each client what is missing before a date takes time.
What it includes
A typical app for the industry
- Private client area to upload and download documents
- Status of each case, visible to the client
- Forms and approval workflows
- Automatic reminders of pending paperwork
- Roles and permissions for the firm’s team
Every business is different: the assistant adjusts the features to what you need and the price changes with them.
Example price · Web app
€4,650
Fixed price + VAT · about 3 weeks
- Sign-up and login
- Roles and permissions
- Document management
- Forms and approval workflows
- Notifications
Support and maintenance from €190/month, first months included
Frequently asked questions
What law, accounting and advisory firms ask us
Can documents be signed inside the portal?
Yes, by integrating an e-signature service. Mention it as an integration in the assistant and it will appear in the quote.
Does it connect to my accounting or practice management software?
If your software has an API or can import files, moving documents can be automated. We review it with you before closing the scope.