AI agent for law firms, accountants and advisors
A system that handles the enquiry while you're in a hearing or with a client, separates those looking for free advice from those who will hire, and books the initial consultation.
What gets lost by not replying in time
Not sector problems in the abstract: the concrete ways customers walk away from a firm.
The enquiry lands while you're in a hearing
People look for a lawyer or an accountant when the problem is pressing. Reply three hours later and they've already consulted someone else.
Half of them want free advice
Telling apart who will hire from who just wants a quick answer over chat burns billable time, by hand, again and again.
"How much do you charge?" comes first
It's also the hardest to answer over chat without having seen the matter. Answering badly scares them off; not answering does too.
Booking the first meeting takes longer than the meeting
Half a dozen messages to find a slot, and sometimes they stop replying by the fourth.
The same deadline questions, every month
What documents to bring, when the filing is due, what a procedure requires. Legitimate questions that don't need a professional.
What the system does
Attends even when you can't
Replies in seconds while you're in a hearing, in a meeting or closing a set of accounts.
Screens the matter before booking
Asks what it's about, what stage it's at and what they need, using the criteria you set. You receive the matter already described, not raw.
Explains how you charge without committing a figure
It can explain your fee structure — consultation, contingency, monthly retainer — without giving a number you can't stand behind later.
Books the initial consultation
Settles the appointment in your real calendar, respecting your blocks and your consultation hours.
Answers documents, deadlines and requirements
Whatever you load about procedures, paperwork and filing dates, answered as many times as needed.
Booking straight into your calendar, sending reminders or reaching back out to old contacts requires connecting your calendar or CRM: an integration we review in the diagnostic and quote separately. Without it, the system takes the request and notifies your team.
Questions from this sector
The ones people actually ask before hiring something like this for a firm.
Does the agent give legal or accounting advice?+
No, deliberately. It issues no opinions, interprets no rules and comments on no specific matter: it collects the information, explains how you work, and books with the professional. That boundary is agreed with you in writing before it goes live.
How does it handle the confidentiality of what people tell it?+
Information is handled under Colombia's Law 1581 of 2012 (Habeas Data) and stays in your system, not on a shared board. You define what is stored and what isn't, and the agent never shares one enquirer's data with another.
Can it state my fees?+
Only the ones you load and approve. If you'd rather it explained the structure and booked a consultation instead of giving figures, that's how it's configured — the most common choice for firms.
Can it turn down matters we don't take?+
Yes. You define which areas you don't handle and what to do with those enquiries: close them politely or refer them. It stops you booking meetings that go nowhere.
Does it integrate with my calendar?+
Yes, with whatever calendar you already use. It respects hearings, blocks and consultation hours so commitments don't collide.
How much does it cost?+
Nexus covers the Strategic Diagnostic. We define the investment for implementation in the proposal, with the exact scope your business needs. We only propose the system if, with your numbers, you recover at least five times what you pay in the first year. Implementation is paid in two parts (50% up front and 50% once you approve the system) and the monthly fee has no lock-in. The pricing page has a calculator to estimate what you are losing today.
Where we work
Law & accounting in Bogotá
Remote
We serve law firms and accounting practices in Bogotá remotely, with video meetings. The system is built with your practice areas, your fee structure and your criteria for accepting or declining a matter.
Law & accounting in Cali
Remote
We serve legal practices, accountants and statutory auditors in Cali remotely, with an on-site visit when the project warrants it.
Try it before deciding
Message the agent on this very site and ask it what an enquirer would ask. That's the demo — no slide deck in between.