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AI for law firms and tax advisors, with professional confidentiality in mind.

AI for law firms and tax advisors sorts client mail, records receipts and prepares drafts and replies, on your own servers if you prefer.

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Free and without obligation. Or see use cases

Use cases for AI in your firm, from inbox to draft.

AI agents and automations handle these tasks particularly well in tax advisory, law and audit firms.

  • Sort client mail

    The AI reads incoming emails and letters, assigns them to the right client matter and creates a short summary.

  • Detect deadlines

    Deadlines are extracted from assessments and letters and suggested for your deadline calendar.

  • Record and request receipts

    Receipts are read and pre-coded. If documents are missing, the AI prepares a friendly request to the client.

  • Prepare draft letters

    Cover letters, objections and standard pleadings are drafted from your templates. The professional review stays with you.

  • Research your own knowledge

    An AI assistant searches your template letters, notes and files and cites the source with every answer.

  • Answer client requests

    An AI assistant answers simple questions about documents, appointments and procedures. Expert questions go straight to the responsible advisor.

Where time gets lost in everyday work today.

AI for law firms and tax advisors takes over the routine between the client and the expert work. AI agents sort client mail, record receipts, keep track of deadlines and prepare drafts. To keep client data protected, the AI models can run on your own servers.

  • Inbox and deadlines

    Client requests, tax assessments and letters from authorities arrive every day. Everything has to be read, assigned and given a deadline.

  • Receipts in every format

    Clients send photos, PDFs and paper. Until everything is complete and correctly assigned, a lot of time goes into follow up questions.

  • Recurring texts

    Cover letters, client newsletters and standard pleadings are very similar and yet get written from scratch every time.

  • High demands on confidentiality

    Professional secrecy and data protection rule out simply copying client data into any AI service.

How we bring AI into your firm, confidential and traceable.

  • AI on your own servers

    If you wish, the AI models run in your firm or on a server in the EU that we operate only for you. Client data never goes to third party providers. Learn more under self hosted AI models.

  • Connected to your practice software

    We connect the AI with your inbox, document storage and practice software, as far as they offer interfaces.

  • Professional decisions stay with you

    The AI prepares, you decide. Every step is logged so it stays traceable what the AI has done.

Matching services for Law and Tax Firms.

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Questions and answers about AI for law firms and tax advisors.

How can law and tax firms use AI sensibly?

AI delivers the most in the routine around the expert work, such as sorting mail, recording receipts, tracking deadlines and drafting recurring letters. The professional work and decisions stay with the qualified professional.

May tax advisors and lawyers use AI with client data?

That depends on where the data is processed and who has access. That is why we prefer to use AI models on your own servers for firms, so client data never goes to third party providers. The assessment under professional law in each case is up to you or your professional chamber.

What does AI on your own servers mean?

The AI model runs on a server in your firm or on a server in the EU that is operated only for you. Your data is not used to train third party models.

Does this work with our practice software?

Many programs for law and tax firms offer interfaces or exports. In the initial consultation we check which connection is possible in your case.

Can the AI detect deadlines reliably?

The AI extracts deadlines from letters and assessments and suggests them. They are only added once your team confirms them, so no deadline lands in the calendar unchecked.

How do we get started with AI in our firm?

With a free initial consultation. Then we choose a workflow with a lot of routine, such as the inbox, and implement it as the first project.

AI solutions for other industries.

Your next step: a free initial consultation.

Tell us which tasks take up a lot of time in your company. We will tell you honestly where AI pays off and where it does not.

  • Video call or on site
  • Free and without obligation
  • Servers in the EU
Book a free consultation

What happens next

  1. Send a request

    A few sentences about your plans are enough.

  2. Consultation

    We listen and give you an honest assessment of what is worth doing.

  3. Clear plan

    You receive a proposal and decide in your own time.