Legal & finance

For firms whose case and KYC data is too sensitive for a generic bot.

Document collection, case updates, and billing tied to your own systems, handling data that can't go through an off-the-shelf integration. We build it controlled and compliant.

Discuss your build

What we build

Builds for legal and finance teams, scoped for sensitive data.

KYC & document collection

Documents collected on WhatsApp and filed into your DMS, with the controls sensitive data demands.

Case & matter updates

Clients get status updates read from your case-management system, automatically, without a paralegal typing them.

Compliant, controlled data flow

Every integration scoped and access-controlled, so nothing sensitive is ever exposed to a generic tool.

Billing & payment reminders

Invoices and dues read from your billing system and reminded on WhatsApp with payment links.

Tell us what your practice system can't do.

If your case or KYC data is too custom or too sensitive for an off-the-shelf tool, start with a conversation. No checkout, no commitment.

Discuss your build