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Law and accounting firms

Software for law and accountancy firms

Enquiries, case files, signatures and fee notes for your firm, in one place.

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Tell us what you repeat every week and we will tell you what can run by itself. 25 minutes, free, no obligation and no lock-in.

18 solutions for your firm
74 tools on a single platform

Five places where a firm loses hours.

  1. BAI

    First thing, the new enquiry that stops you

    For any business

    The receptionist answers at any hour, asks what you would ask, quotes and saves the details in their record.

    See the solution: Receptionist that quotes
  2. BAI

    When opening a matter, the paperwork

    For any business

    Your templates in one place: pick the client and document, it fills in their details and is signed from home. You only choose.

    See the solution: Documents and e-signatures
  3. BAI

    All morning, the calls asking "how is my case going?"

    For any business

    Each client sees the status of their file without calling.

    See the solution: CRM for your business
  4. BAI

    Every week, reminding yourselves of the tasks

    For any business

    Each matter carries its tasks, its date and its alert before it falls due, and the hours are measured.

    See the solution: Tasks and projects
  5. BAI

    At month end, the fee note nobody has collected

    For any business

    Fee notes, numbered and with Verifactu, chase themselves when they fall due.

    See the solution: Invoicing and getting paid
  1. First thing
  2. When opening a matter
  3. All morning
  4. Every week
  5. At month end

What BAI doesn't do: automatically calculate court deadlines; they're kept as tasks with a date and an alert.

How each solution works in your firm

BAI's solutions, with the before-and-after scene in a business like yours. You will find them all in the solutions catalogue.

No customer left unanswered

  • Receptionist that quotes

    Answers out of hours, says which matters you handle and books the appointment.

    Read more

    Answering the phone and WhatsApp without being tied to them

    Before

    Eleven at night. Someone with a fine writes to the firm to find out whether you're handling their case. Nobody answers until tomorrow.

    After

    The receptionist tells them which matters you handle and books their appointment for the next day while you sleep.

    How it removes it
    1. The receptionist, an assistant with artificial intelligence, answers calls and WhatsApp on behalf of your business, with your greeting.

    2. If they ask for an appointment, it books it into your free slots and saves their details.

    Your firm books appointments while you sleep.

    See how it looks in your business
  • Online booking and diary

    The client picks a day and time on the firm's link and gets confirmation.

    Read more

    Running the diary and appointments without paper or phone calls

    Before

    An advisory firm sorts out every appointment by phone between one tax return and the next; half the calls are to move a time.

    After

    The client chooses the day and time on the firm's link and receives the confirmation.

    How it removes it
    1. You create a booking page per service, with its length, your opening hours and the breaks between appointments.

    2. The customer chooses from the free slots, with no account and no call, and receives the confirmation.

    Not one more appointment sorted out by message.

    See how it looks in your business

Convert and sell more

  • CRM for your business

    One record per client, with their details and their whole history.

    Read more

    Managing my customers and suppliers

    Before

    An advisory firm has each client's details scattered between email, a spreadsheet and the paper folder.

    After

    Every client has a single record with their details and their whole history.

    How it removes it
    1. You upload your customer spreadsheet and the duplicates are merged by their email and phone.

    2. Whatever arrives through forms, bookings or the chat is saved in that same record.

    Every customer, one record with their whole history.

    See how it looks in your business
  • Repeat customers

    Reminds the client of a closed matter of the formalities that usually follow.

    Read more

    Getting customers to come back and managing the relationship with them

    Before

    An advisory firm closes a client's inheritance and never hears from them again; another firm does their tax return that year.

    After

    The client of a closed matter receives, on time, the reminder of the formalities that usually come next.

    How it removes it
    1. Every visit, purchase or service goes into the customer's record, with what was done and when.

    2. For each service you decide when it makes sense to come back, and the invitation goes out by itself with its link.

    Your customers come back without you having to remember.

    See how it looks in your business

Get found and get chosen

  • Professional website

    A website with your specialities, team and how to book a first consultation.

    Read more

    Having a website for my business

    Before

    A young firm lives on word of mouth and has no website: anyone who is given its name and searches for it finds nothing.

    After

    Its website shows its specialities, its team and how to ask for a first consultation.

    How it removes it
    1. BAI designs your website with your brand, your services and your own domain.

    2. It connects it to your BAI space: your catalogue, your forms and your chat appear on it.

    Your business, with a website that speaks for you.

  • Search engine ranking

    A page for each service, built around what your city searches for.

    Read more

    Showing up higher on the internet and getting found

    Before

    A neighbourhood advisory firm with good reviews is on the second page when someone searches for tax advice in its city.

    After

    Every service has its own page, built around what its city searches for, and each month it sees how many people find it.

    How it removes it
    1. BAI checks your website the way Google sees it: pages it can't find, titles and speed.

    2. It fixes what holds it back and prepares a page per service, with its title and its description.

    Your website, prepared for what your area searches for.

  • Your Google Business Profile

    A sober reply to each review, with no details of the matter or personal data.

    Read more

    Knowing what my customers think and replying to reviews

    Before

    A firm gets a review from an unhappy client and doesn't know how to reply without talking about the matter.

    After

    The reply goes out in a sober tone with no details of the matter: it never carries personal data.

    How it removes it
    1. The reviews on your profile reach BAI, and artificial intelligence drafts each reply in your tone.

    2. The good ones are published by themselves if you allow it; the criticisms wait for you as a draft.

    No review without a reply, and you decide on the criticisms.

    See how it looks in your business
  • Content and social media

    Posts with a link to ask for an appointment, and which ones bring enquiries.

    Read more

    Being on social media and running ads that bring in customers

    Before

    A firm posts on Facebook every week without knowing whether any post brought it an enquiry.

    After

    Every post carries its link to ask for an appointment, and at the end of the month it sees which ones brought enquiries.

    How it removes it
    1. Every post invites one thing only, booking, ordering or writing, with its link.

    2. The link says which post each visit comes from and how many bookings each one brought.

    Your social media, measured in customers who arrive.

    See how it looks in your business
  • Campaigns that bring in customers

    A campaign for one service, with its page and ad, and the enquiries it brings.

    Read more

    Filling the quiet days and getting more customers

    Before

    An advisory firm has a full diary in April and an empty one in summer.

    After

    In summer it launches a campaign for its self-employed service, with its page and its ad in the area, and sees how many enquiries it brings.

    How it removes it
    1. BAI prepares the offer, its ad for the people in your area and the page where people book.

    2. It's tested with a little, and only what brings bookings gets more budget.

    You fill the quiet days with a measured offer.

    See how it looks in your business

Get paid and stay compliant

  • Invoicing and getting paid

    Each fee note chases itself when due, with a payment link.

    Read more

    Getting paid by customers who don't pay or pay late

    Before

    A firm has fifteen overdue fee notes, and chasing them is awkward with lifelong clients.

    After

    Each fee note chases itself when it falls due, with its payment link, without the lawyer calling anyone.

    How it removes it
    1. When an invoice falls due unpaid, your customer receives a reminder with the invoice and the link to pay.

    2. If they pay by card, the payment is entered by itself and the reminders stop.

    You collect what you've already earned without calling anyone.

    See how it looks in your business
  • Team compliance

    Payslips calculated each month, their cost going into the firm's accounts.

    Read more

    Calculating payroll and keeping the accounts without mistakes

    Before

    A firm with four people waits every month for the payslips to find out how much the team costs.

    After

    Each payslip comes out calculated at the start of the month, and its cost goes into the firm's accounts by itself.

    How it removes it
    1. Every month, each person's payslip comes out calculated: gross pay, tax withholding and Social Security.

    2. You add what changes that month and its cost goes into your expenses by itself.

    The month's payroll, calculated and in your accounts.

    See how it looks in your business

Automate your business

  • Ready-made automations

    Write the email once; it goes out on each date and creates the review task.

    Read more

    Taking admin work off my plate and organising the business's processes

    Before

    An advisory firm sends each client, by hand every quarter, the reminder to send in their invoices.

    After

    It wrote it once: on each date the email goes out and the task is created to review what arrives.

    How it removes it
    1. You choose what starts it: a new customer, a completed appointment or a payment.

    2. You decide what happens: send an email, wait, tag or create a task.

    Write it once and stop remembering.

    See how it looks in your business
  • Custom automation

    An automation built for you: an alert when a matter has sat still for days.

    Read more

    Going digital without knowing where to start or having the time

    Before

    A firm loses matters that go days without movement, and nobody on the team has time to set up an alert.

    After

    BAI builds its automation: when a matter has been still for days, the person in charge receives an alert to pick it up again.

    How it removes it
    1. You tell us what you do by hand every week and which tools you use.

    2. BAI designs and builds the automation; you decide when to switch it on.

    You carry on with your work; BAI builds your automation.

    See how it looks in your business

Paperwork in one click

  • Documents and e-signatures

    Open the client's record on your phone and the document is there.

    Read more

    Being able to work remotely and keep files in the cloud

    Before

    A lawyer is at court and needs a client's document that stayed in the folder at the office.

    After

    They open the client's record from their phone and the document is there.

    How it removes it
    1. Every document is saved in your BAI archive, linked to its customer, sale, product or expense.

    2. You open it from anywhere, with your BAI login.

    Your papers, to hand and in their place.

    See how it looks in your business

Your team, organised

  • Tasks and projects

    Every matter with its tasks, and each lawyer's hours measured for the fee note.

    Read more

    Organising job sheets and my team's hours out on the road

    Before

    A lawyer spends hours in courts and meetings and, at the end of the month, doesn't know how many went on each matter.

    After

    Every matter has its tasks, and each lawyer's hours are measured for its fee note.

    How it removes it
    1. Every call-out is a task linked to its customer, with its steps, its photos and its time measured.

    2. The job sheet comes out with the customer's details and is signed when the job is done.

    Every job with its sheet and its hours, without paper.

    See how it looks in your business
  • AI assistant

    Ask the firm's assistant inside BAI: it answers with your data.

    Read more

    Using artificial intelligence in my business without risking my customers' data

    Before

    A lawyer pastes a client's pleading into a free artificial-intelligence chat. Afterwards she wonders where that text has gone.

    After

    Now she asks her firm's assistant, an artificial intelligence for her team inside BAI, which answers with her data.

    How it removes it
    1. The assistant answers with your business's data and documents, with the rigour you set.

    2. Before changing anything it shows you what it will do, and you switch the artificial intelligence off whenever you like.

    Artificial intelligence in your business, on your terms.

    See how it looks in your business

Your stock and your products

  • Connected online shop

    Fixed-price services on your website: the client buys and pays right there.

    Read more

    Selling online with an online shop

    Before

    A firm offers its fixed-price services by email, and each one ends up as an exchange of messages.

    After

    Its website shows each fixed-price service, and the customer buys it and pays for it right there.

    How it removes it
    1. Your website shows your real catalogue, with photo, price and a page per product.

    2. The customer fills the basket and buys on your website, with the VAT of each product.

    Your website sells at all hours, without anyone answering messages.

    See how it looks in your business
  • Stock and inventory

    Paper, toner and folders with their minimum, reordered before they run out.

    Read more

    Controlling stock and purchases from suppliers

    Before

    A gestoría (an administrative agency) runs out of toner in the middle of the tax-return season. Nobody saw there were two cartridges left and the order arrives late.

    After

    Paper, toner and folders carry their minimum, and the gestoría orders before the season.

    How it removes it
    1. You set the minimum for each product you track.

    2. When it drops below, the alert goes out and you see in a list what to reorder.

    You find out before you run out.

    See how it looks in your business

A firm's questions

Does it calculate court deadlines?

No. Each deadline is kept as a task with its date and its alert before it falls due, and the firm decides the date.

Where do I start with my firm?

First. The platform: clients with their case file, documents and signing, and fee notes. Then. The website with a page per speciality and the search ranking for the questions people ask most. Why this order. First win back the hours; then be found by people who don't know your name.

Solutions firms use most

Ask for a demo with your own case

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