AI agent for law firms and accountants in Cali
We serve legal practices, accountants and statutory auditors in Cali remotely, with an on-site visit when the project warrants it.
How we work in Cali
- Video meetings and a sandbox before the agent speaks to a real enquirer.
- Configured with your practice areas and what you don't handle, so you don't book meetings that go nowhere.
- On-site visit when the scope justifies it.
What a firm in Cali loses by not replying
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.
Frequently asked
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?+
Plans are published on the pricing page: from $290 USD per month plus implementation. The calculator lets you estimate what the enquiry you couldn't answer is worth.
Running a firm in Cali?
Message the agent on this site and ask it what an enquirer would ask. If it convinces you, let's talk.