What the AI handles for our clients

“We run a fully digital tax firm, so the inbox is where the work arrives. The audit showed us which two automation ideas to drop and which one to build first: sorting incoming client mail.”

client emails a week, pre-sorted by the AI

150+

emails the AI may send on its own

0

existing systems connected, none replaced

7

What the AI handles

Sorts incoming client emails into the firm's working categories and writes reply drafts at the press of a button.

Inside the software already there

Outlook, BMD and the firm's CRM. Master data, shareholders, onboarding and access sync automatically alongside.

The team approves

The AI cannot send any email. The acceptance test allowed zero errors on deadlines and client assignment.

“People applying as models often have questions about the process. An AI phone assistant now guides applicants through the application step by step. The applications themselves are still reviewed by our scouting team.”

help for visitors and applicants

24/7

for the AI to qualify a visitor

~30 sec

voice assistants, for visitors and for members

2

What the AI handles

Answers applicants' questions by phone and guides them through the application step by step, around the clock.

Inside the software already there

Inside the platform's existing application process, by phone and on the website.

The team approves

The scouting team still reviews every application. The AI does not decide who gets in.