Papers first. Then the meeting.
The agent answers your clients' standard questions, sends the right checklist, collects the documents and asks for what's missing. It only books the appointment once everything is there.
- Passportchecked
- Purchase reservationchecked
- Form EX-15requested
Appointment booked once EX-15 arrives
- 24/7replies evenings and weekends too
- 8+languages — in the client's language
- ~10standard cases that make up most of your enquiries
The explainer video is in the works.
Chasing documents costs time nobody can bill.
Missing passports, blurry photos, the forgotten form: chasing them eats hours that never appear on an invoice. The agent takes over that loop.
- 01
Recognise the case
It matches the enquiry to one of your standard cases — NIE, residencia, tax return and more.
- 02
Checklist
It answers the standard question and sends the right list in the client's language.
- 03
Check & chase
It checks uploaded documents for completeness and legibility and asks for what's missing.
- 04
Appointment & file
Only once everything is there does it book the appointment and file the case with a summary for the gestor.
- NIE
- Residencia
- Non-resident tax return
- Car re-registration
- Inheritance
- Empadronamiento
- Buying a property
- Registering as autónomo
Anything that isn't a standard case goes straight to you with a summary.
Clients write via
- Your website
Agent
answers · checks · books
Lands with you in
File
- a3
- Sage
- Google Drive
- OneDrive
Calendar
- Google Calendar
- Outlook
WhatsApp, calendar and storage stay yours. I get access, not ownership.
Setup, one-off
from €890
Start
For gestorías with one team.
€290/month
up to 250 cases a month
Plus
For practices with many clients.
€390/month
up to 500 cases a month
At 80 % of your allowance you get a message — the invoice never comes as a surprise.
From first call to first file.
How it starts
- 01
First call
We go through your most frequent cases and your storage. Free.
- 02
Cases & checklists
For each standard case we define questions and documents, you approve them.
- 03
Connection
WhatsApp, calendar and storage are connected.
- 04
Live
From now on the agent replies. For the first days I check every conversation.
What the agent doesn't do
No advice
No legal or tax advice — that's your job.
No content check
It checks whether a document is there and legible, not whether its content is right.
Open as an assistant
It never pretends to be a person.
ID copies and tax data are stored in the EU and deleted after a fixed period. The data processing agreement covers this.
What gestorías ask first.
Does the agent advise my clients?
No. It answers standard questions, collects documents and books appointments. All advice stays with you.
Which cases can it handle?
The standard cases we define together — typically NIE, residencia, non-resident tax return, car re-registration or inheritance. Anything else it hands to you with a summary.
Do I have to replace a3 or Sage?
No. The agent doesn't write into your practice software; it files the case in your client portal or a shared folder.
Where are the documents kept — and for how long?
In the EU, and they're deleted after a period we agree together. It's set out in the data processing agreement.
Which languages does it reply in?
In more than eight languages, including German, English, Dutch and Spanish — always in the client's language.
What if a client asks something unusual?
Then the agent says so honestly and hands the conversation to you straight away. It never makes up answers.
How much time does chasing cost you?
In the free first call we go through your most frequent cases. I'll show you what the checklists for them would look like.