See what we've automated
Concrete examples of automations we've implemented for advisory and management firms. Each case is different, but they all share something: they now work better.
This is what we've done
Each client has different needs. Here we show you concrete examples of automations we've implemented.
* Company names have been changed to protect our clients' confidentiality.
TopGestio
TopGestio needed to optimize communication with their clients and ensure no deadline slipped through. We worked with them to automate the entire notification flow.
What we've automated
Automatic notification system
Automatic sending of notices to clients when there are updates in their files, pending documents, or upcoming deadlines.
Intelligent re-notification
If the client doesn't respond, the system escalates automatically: first email, then reminder, finally alert to the manager.
Automated onboarding
New client enters and automatically receives the necessary documentation, forms, and steps to follow.
Expiration reminders
Automatic alerts before important deadlines expire, for both the team and clients.
“LexFlow has completely transformed the way we work. What used to take us hours now happens automatically.”
— Operations Director, TopGestio
Asesores Merino & Vidal
A family advisory firm with over 20 years of experience that wanted to modernize without losing its essence. We helped them digitize document management and automate reports.
What we've automated
Automated document management
Documents are classified, named, and filed automatically according to client and document type.
Quarterly reminders
Before each quarter, clients and team automatically receive the list of necessary documents.
Invoice tracking
System that detects pending invoices to receive and sends automatic reminders to clients.
Automatic monthly reports
Each month, clients receive a summary of their tax situation generated and sent automatically.
“We were afraid that automation would distance us from our clients, but it's been the opposite. Now we have more time to serve them.”
— Founding Partner, Asesores Merino & Vidal
GestPro Levante
GestPro manages hundreds of administrative procedures per month. The volume made efficient manual tracking impossible. We implemented a complete tracking system.
What we've automated
File tracking
Each file has an automatically updated status as it progresses through the different stages of the procedure.
Real-time notifications
Clients receive automatic updates every time their file changes status.
Appointment system
Online calendar where clients can book appointments, with automatic reminders for both parties.
Metrics dashboard
Control panel with visibility of all files' status and team performance.
“We went from constantly putting out fires to having everything under control. Our clients receive automatic updates.”
— General Manager, GestPro Levante
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Every advisory firm has its own challenges. Tell us yours and we'll design together the automation that will transform the way you work.