AI automation for law firms and tax advisers
Law and tax firms lose a lot of time to documents that arrive incomplete and to reviews that follow a fixed pattern. We build AI agents that collect, prepare and flag. Legal and tax judgement stays with you.
Book the automation checkWhere the time goes today
Client receipts arrive late, incomplete and in every format imaginable.
Contracts are read clause by clause against the firm's own standards.
Assessments and deadlines come in through several mailboxes and have to be logged immediately.
How an agent runs in your business
The exact steps depend on your process and your systems.
Collect
The agent reminds clients about missing receipts and accepts them by email or upload.
Read
It captures amount, date, service and VAT rate and spots duplicates.
Pre-code
Every receipt gets a booking proposal with the reasoning behind it.
Check and import
Your team reviews the proposals and imports them into DATEV as usual.
Office X: your digital office
Give it a try.
Start Office X
A selection of our projects
We build every solution individually for each business. This is only a selection, and your process does not need to be on it.
Legal
Intelligent Document Management
90% faster document search and 70% less manual filing work through AI classification.
View project →
What an agent can take on for you
Use case: how this could work for you. Not a client project.
Contract review by a team of agents
One agent reads the contract, a second checks each clause against your playbook, a third looks up recent case law on contested points. The result is a marked-up version with suggested changes and citations. The lawyer decides.
Cutting red tape in law and tax firms
A German tax assessment can be appealed within one month, counted from the fourth day after it was sent. The agent compares every assessment with the return that was filed, flags differences and logs the deadline. It reads incoming messages in beA and beSt, the secure mailboxes for lawyers and tax advisers, straight away and files them with their deadlines.
Your systems stay
The agent works with the software you already use, for example:
- DATEV
- Practice management software
- beA and beSt
- Document management
Where people decide
Assessment, advice and signature stay with the professional. The agent drafts and flags where it is unsure.
How we work
Three steps: selection, proposal, pilot. In the free automation check we work out which process is the right place to start and which system access we need. Our proposal comes with a cost-benefit analysis at a fixed price. We build an agent in one to two days and test it with real cases the same week. The result belongs to you.
Data protection
We work GDPR-compliant on European infrastructure, with a data processing agreement as standard. If you prefer, the models run locally on your own hardware, so the data never leaves your premises.
Impact
Depending on the process, we cut process costs by 20 to 80 percent on average. That is our own figure at Sophera, not a study. Above all, your people get time back for the work they were hired to do.
Frequently asked questions
How does this fit with professional confidentiality?
We sign a contractual confidentiality undertaking, as German professional rules require for service providers to law and tax firms. If you prefer, the models run locally in your firm. Otherwise we work GDPR-compliant on European infrastructure, with a data processing agreement.
Do we have to change anything in DATEV?
No. The agent works upstream of DATEV: it collects, reads and pre-codes. Your team imports the results the way it always has.
How quickly is the first agent running?
We build an agent in one to two days. Testing with real cases happens the same week, and the pilot usually starts within the first week. Before that, we agree on the system access we need.
What does an automation cost?
We only work at a fixed price. You get the price in our proposal, once the open questions are settled in the free automation check. After that, the only running cost is the usage of the AI models, billed directly to you. No subscription, no operating fee.
Who looks after the automation once it is live?
Every automation comes with a maintenance agent included in the fixed price. It monitors operation, checks every interface for changes and tests changes against past cases. Anything it cannot fix itself becomes a ticket for your IT team.
Which of your processes is the right place to start?
We work it out together in the free automation check, along with the system access we would need.
Book the automation check