Knowledge
Document assistant with verifiable citations
Ask in plain language about precedents, contracts, reports and firm memos. Every answer cites the document and page — no invented clauses or data.
−65% time on internal lookups
Service · AI agents · Professional services
AI agents for professional services that give billable hours back.
Document assistants with citations, proposal drafting, client email triage and RFP analysis — agents that lean on the firm's knowledge and escalate to the partner when professional judgement is needed.
What we solve
Firm knowledge shouldn’t live in heads and stray folders.
Every proposal gets drafted from scratch. Every RFP touches three people before it has a plan. Juniors lose afternoons hunting for the right precedent across email, SharePoint and the head of a partner who is on a flight. By the time the work goes out, nobody remembers the criteria the firm applied last time.
We design agents that read the firm’s knowledge base, cite the source with a link to the document and draft in your firm’s voice. Where professional judgement is needed, the agent prepares the material and escalates to a partner or senior with the context already organised. The result: less time on format and search, more on what the client actually pays for.
What we build for this sector
Use cases that ship to production.
Sales
Proposal and quote drafting
From a client briefing, drafts a proposal with scope, team, milestones and fees — based on similar historic proposals and templates the firm has approved.
Draft in 12 min vs. 3 h
Operations
Client email triage
Reads the shared inbox, classifies by urgency and matter, drafts an initial reply when it's standard and opens a task in the PMS or CRM with context attached to the thread.
< 5 min to first response
Analysis
Reading long RFPs and briefings
Summarises 80-page RFPs, tenders and briefings, extracts requirements, critical dates and evaluation criteria, and flags the points where the firm should request clarification before quoting.
Structured summary in 8 min
Reporting
Weekly hours and matter close-out
Cross-references calendar, email and team notes to suggest the time entry, links it to the right matter and lets the professional review and approve — no rewriting required.
+22 min recovered per person per day
A real scenario
A boutique law firm with 35 professionals.
Commercial law firm, three practice areas, offices in Madrid and Barcelona and an in-house PMS connected to Microsoft 365 and SharePoint. Numbers measured four weeks after the agent went into production.
Before
Each new proposal eats 4–6 hours of a senior associate hunting precedents and rewriting scope. Internal lookups ("what did we put in case X back in 2023?") interrupt the partner 8–12 times a day. Average first reply time on client email: 9 hours during peak hours.
With agent in production
The agent prepares proposal drafts in under 15 minutes with directly linked precedents. Internal lookups go through the document assistant first and only 18% reach the partner. Email triage brings average first reply time down to 38 minutes. Juniors spend 1.5 more hours per day on billable work.
−72% time on internal search and first drafts
We connect to your stack
Integrations that matter in this sector
CRM
HubSpot
Mid-market CRM with broad APIs — a natural fit for sales agents and lead enrichment.
CRM
Salesforce
Enterprise CRM with fine-grained permissions — AI workflows that respect the data model.
CRM
Zoho CRM
CRM with strong adoption among Spanish SMBs — automations and agents at a contained cost.
CRM
Microsoft Dynamics 365
Enterprise CRM/ERP suite in the Microsoft ecosystem — native fit with 365 and Power Platform.
ERP
Holded
Spanish cloud ERP widely adopted by SMBs — invoicing, expenses and reconciliation automation.
ERP
Odoo
Modular open-source ERP — AI agents and workflows on top of sales, inventory and project modules.
COMMS
Microsoft 365 / Outlook
Email, calendar and SharePoint as channel and context — triage, drafting and RAG over your inbox and files.
Frequently asked
What clients ask us
- 01
How do you guarantee client-attorney confidentiality and sensitive data?
We work on EU infrastructure, with isolation per client and no model provider training on your documents. We define with the firm which folders are accessible to the agent, log every query with full traceability and apply your retention policy. If you operate with conflict-of-interest walls, the agent respects them.
- 02
Does the agent replace partner or senior judgement?
No, and it shouldn't. The agent handles search, reading, summarisation and drafting. When an answer requires professional judgement, risk assessment or a strategic call, it prepares the material and escalates. The firm still owns the judgement — the agent removes the friction of getting there.
- 03
Does it work with our current PMS, CRM and SharePoint?
Yes. We integrate with HubSpot, Salesforce, Microsoft 365, Google Workspace, SharePoint, Notion and the most common sector PMS (Lexnet, Aranzadi, A3, Sage and similar) via API or connector. We don't ask you to change stack to get started — we work from what you already have.
- 04
How long until it's in production and how do we measure ROI?
A first use case (document assistant or email triage) is usually in production in 4–6 weeks. Before we start, we define the success metric (hours recovered, response time, proposals delivered) and measure it against the firm's real data — not estimates.
Same sector, other services
Same service, other sectors
Trust
Safe, traceable AI,
enterprise-ready.
We design for privacy from the start, human control, traceability, usage limits, permissioning and documentation. For sensitive processes, we help assess risk and applicable obligations under GDPR and the EU AI Act.
- 01We never train models on your data without explicit authorization.
- 02Human review built-in for processes where risk demands it.
- 03Traceability: prompts, sources, permissions, errors and metrics — documented.
- 04Privacy, security and control integrated from day one.
- 05Solutions engineered to be maintained, audited and improved over time.
GDPREU AI ActAEPDISO 27001 readyEU data residency
Personal diagnosis
We work with
few clients.
Every engagement is led personally by one of the partners. If there's a fit, you get a personal first read of your case within one business day — not a canned demo.
How we work
- 01Tell us which process eats your time
- 02Personal reply within one business day
- 0320-minute call — no demo, no pitch