Resources
Real cases, no client names.
Our clients are bound by professional privilege, and so are we. So here is what our agents do, profession by profession, without ever saying where.
Lawyer
Delivered
The firm that stopped losing its night-time enquiries
A Paris firm with a large following received enquiries across four separate platforms. Nobody knew who had answered whom. Urgent matters drowned among the merely curious.
- Enquiries from all four channels are now read, sorted and logged in one place.
- Urgent situations surface immediately; the rest are routed to a booking.
- Every evening the firm receives the list of people still to call back.
Enforcement officer
Delivered
The practice that stopped retyping its judgments
A practice opened its files by hand in its own software, judgment in front of them. A good fifteen minutes per file, and the constant fear of a typing error that means redoing the document.
- The agent opens the file and prepares the document from the instruction received by email.
- It stops on any ambiguity — an uncertain address, a classification that is not obvious.
- Service of process has not changed: it stays with the sworn clerk.
Surgeon
Delivered
The practitioner who got his evenings back
A surgeon answered his own messages between consultations, wrote his own newsletter, and collected supplier invoices from about ten portals, one at a time.
- Incoming enquiries are sorted and routed to a consultation, never with an opinion or a price.
- The patient newsletter is prepared and then sent to him for approval — it never goes out without a yes.
- The month’s invoices arrive filed and ready for the accountant.
Notary
Use case
What a notarial practice could hand to an agent
The notarial sector runs on three approved, closed software packages, where every draft deed is assembled from documents that arrive in no particular order. Matching the documents to the draft is entirely manual.
- Prepare draft deeds from documents already received.
- Flag inconsistencies between the draft and its source documents.
- Track formalities and chase missing paperwork.
Accountant
Use case
What an accountancy practice could hand to an agent
Production software structures the data but does not go and get it. Collecting records from clients and chasing the missing ones remains the most time-consuming work in the practice.
- Collect records from clients and chase what is missing.
- Prepare the review file.
- Track filing deadlines, client by client.
Your profession is not on the list?
If you practise a regulated profession and spend your days inside software that refuses to be automated, the answer is probably yes.