AI FOR · ACCOUNTING & LEGAL FIRMS
A firm that answers before the client panics
Your clients don't write on a schedule. They write when a letter from the SAT arrives, when a payroll is due, when a contract lands. An agent answers in minutes, in plain language, collects the documents you were going to chase anyway, and only interrupts a partner when judgment is required. Deadlines stop depending on someone's inbox.
Free diagnosis · 30 min · no strings attached
Where the hours go today
- Partners spend billable hours answering "did you receive my invoice?" and "when is my return due?"
- Chasing client documents (CFDI, statements, IDs) every month by hand, and every month someone is late
- Collections postponed because nobody enjoys asking for money, so cash flow pays for it
What we build for accounting & legal firms
- Client support agent on WhatsApp: status, deadlines, plain-language explanations, escalation to the right professional
- Document intake automation: requests, receives, reads and files invoices, statements and contracts, flagging what is missing
- Collections agent: reminders that escalate politely, confirm payments and reconcile against invoices
The agents behind it: Customer Service · Finance · Operations
A week with Be Genius
Monday, 8am: the agent has already asked 40 clients for the month's statements and filed the 26 that arrived overnight, extracted and named. A client writes, scared, about a SAT notice; the agent explains in plain words what the letter is, calms them down and books 15 minutes with their accountant. At 5pm, 9 payment reminders go out, polite and on schedule. Nobody on your team wrote a single one.
What it needs to start
- Your WhatsApp Business and the inbox where client documents arrive today
- A list of clients with their deadlines and recurring documents (a spreadsheet is enough)
- Your firm's tone and the topics that must always reach a partner
First agent live in 14 days, narrow role first, more autonomy as it earns trust. It starts with a free 30-minute diagnosis.
See it live
CASE STUDY · ACCOUNTING & TAX, MEXICO ALTA Firma Empresarial An accounting firm that sells calm instead of jargon: brand, site and WhatsApp funnel built around one idea, stop fearing the SAT.Frequently asked questions
Our clients' information is confidential. Where does it live?
In infrastructure you control, with access rules and an audit log from day one. The agent reads only what it needs, keeps a trace of every answer, and nothing trains public models.
Will it give tax or legal advice?
No. It explains, informs and organizes; it does not advise. Anything that resembles a professional opinion routes to a human with the context ready, which is exactly how your firm protects itself.