Professional services · Law firms, accounting firms, and independent professionals
AI assistants over WhatsApp for firms and professionals
Together with Crossity S.A.S.: the query arrives over WhatsApp, gets classified, requests the necessary documents, and ends up scheduled.
- Client
- Law firms, accounting firms, and independent professionals
- Sector
- Professional services
- Product
- CronexIA
In numbers
The initial problem
Professionals lose hours answering repetitive initial queries, requesting the same documents, and coordinating appointments by message instead of working on the case.
The previous process
Each query arrived over WhatsApp and required a full conversation to understand what it was about, which documents were needed, and when it could be handled.
The solution implemented
AI assistants over WhatsApp built by practice — legal, accounting, and other activities — that take the initial query, classify it by subject, request the necessary documentation, schedule the meeting, and send reminders, with the regulatory configuration matching each province. Developed together with Crossity S.A.S.
How we did it
One assistant per activity
Instead of a generic bot, each practice has its own assistant with the vocabulary, regulations, and requirements of its field.
Intake and classification
The assistant asks what the professional would ask in a first consultation and classifies the case before it reaches the desk.
Documents and scheduling
It requests the documentation matching the case type, keeps it organized, and books the meeting with automatic reminders.
Integrated systems
- Calendar
- Document management
- Configuration by province
The result
The professional arrives at the first meeting with the case classified and the documentation complete, and stops losing time on initial coordination.
What changed in the operation
- The initial query is taken automatically, at any hour.
- Cases arrive classified by subject.
- Documentation is requested and organized before the meeting.
- Appointments are booked and reminded without the firm stepping in.
Frequently asked questions about this case
Why one assistant per practice instead of a single one?
Because each activity has its own vocabulary, documentation, and regulations. A specialized assistant takes the query better than a generic one.
Does it give professional advice?
No. It takes the query, classifies, requests documents, and schedules. Professional judgment comes from the person, with the case already organized.
Does it account for differences between provinces?
Yes. The regulatory configuration is set per jurisdiction, so what is requested and reported matches the consultant's province.
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Tell us what you need to solve
In a 30-minute discovery call we review the process, the systems and the numbers, and tell you what's worth building, what isn't, and what return to expect. No cost, no commitment.