Law & tax firms: automate groundwork, keep responsibility
Client mail, receipts, deadlines: AI can pre-sort. Assessment and advice stay with you.
Where automation applies here
Inbox
Sort client mail, flag deadlines.
Receipts
Prepare and assign receipts.
Appointments
Capture appointment requests.
What agents do here – and what not
Handles itself
- Sort mail
- Prepare receipts
Submits for approval
- Replies to clients
Never does
- Provide legal or tax advice
- Forward confidential content without a rule
Answers to the most common questions
Professional secrecy?
Special requirements apply to professionals bound by secrecy (e.g. § 203 German Criminal Code). We clarify architecture and contracts beforehand; your professional-law adviser reviews.
Where is data processed?
We disclose this beforehand and fix it contractually.
DATEV?
Depending on setup; we clarify in the analysis.
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