Sector use case · GLOBAL CS
⚖️ Professional Firms
configured for your reality.
Lawyers, notaries, chartered accountants, architects — every unbilled minute is value lost.
+35%
Billable hours
−45%
Collection delay
−70%
Report time
0
Unbilled expenses
PILLAR 01
📞
UCC — IP Telephony
Automatic time-tracking, encrypted call recording
Duration of each call charged to the case file. Access restricted to the partner handling the file — professional compliance.
What this changes in practice
🏢
Multi-site IPBX
A single switchboard for all your offices, warehouses and sites. One number for your clients — the IVR routes calls automatically.
📱
Softphones & webphones
Your team makes calls from their PC, smartphone or browser using the company number. Call history automatically logged in the CRM.
🎙
Intelligent IVR
Multilingual Interactive Voice Response (French, English, local languages) with voice recognition. No-code configuration from the web interface.
📹
Call recording
100% of calls recorded, timestamped and archived in the EDM. Live supervisor monitoring with whisper coaching. DGI export and regulatory compliance.
+35%
Billable hours
−45%
Collection delay
−70%
Report time
PILLAR 02
🎧
Omnichannel contact center
Qualified mandates, emergencies handled
WA chatbot collects issue type, urgency and budget. Pre-filled file sent to the partner within 2 minutes.
What this changes in practice
🖥
Unified agent console
All channels (voice, WA, Teams, email, SMS) in a single interface. The agent sees the full client history — regardless of the incoming channel.
🤖
AI chatbot 24/7
Intelligent chatbot on WhatsApp and voice. Handles 35–55% of routine requests: balance, order status, appointment confirmation, FAQ. Transfers to agent with full context.
🔀
Intelligent routing
Automatic routing based on: agent skill, language, client sector, priority, history. Urgent cases bypass the standard queue.
📊
Supervision & SLA
Real-time supervisor dashboard: queue, sentiment, available agents. Configurable SLAs by request type. Automatic alerts.
+35%
Billable hours
−45%
Collection delay
−70%
Report time
PILLAR 03
🤝
CRM — Prospecting & Customer Relations
Mandate pipeline, fee follow-ups, cross-sell
Fee follow-ups: D+30 email → D+45 WA → D+60 call. Automatic cross-sell across practice areas.
What this changes in practice
📋
Multi-stage pipeline
Kanban or list view of all your opportunities by stage. Drag & drop, filters by sales rep, sector or value. Consolidated manager view.
📞
CTI — Screen pop on ring
When a client calls, their profile appears before you pick up: history, active opportunities, notes, outstanding amounts. Zero re-entry.
🎯
AI lead scoring
Score 0–100 calculated in real time based on activity: email opened, WA replied, call answered, site visit. Your sales rep always knows who is hottest.
🔄
360° history
Calls, WA, emails, visit notes, ERP orders, after-sales complaints — all in a single record. A sales rep leaving = zero information lost.
+35%
Billable hours
−45%
Collection delay
−70%
Report time
PILLAR 04
📊
ERP — Unified Business Management
Time-based fees, recharged expenses
Hours captured automatically (calls, meetings) → invoice at agreed rate. Mobile expense reports with photo receipts.
What this changes in practice
📋
Quotes & orders
Catalogue with client-negotiated pricing. One-click order conversion. Electronic signature. Real-time status tracking.
📦
Delivery notes
Generated from the approved order. Offline mobile confirmation in the field. Stock automatically updated on delivery.
💳
Automatic invoicing
Automatically generated from the approved delivery note. Legal formats. One-click email and WA sending. Automatic overdue follow-ups.
🏪
Multi-warehouse stock
Real-time management across all your sites. Automatic reorder thresholds. FIFO or WAC valuation. Offline mobile inventory.
+35%
Billable hours
−45%
Collection delay
−70%
Report time
PILLAR 05
🤖
AI — Insight & Customer Relations
Consultation transcription, extracted action items
Every commitment (document to send, deed to draft) → CRM task with deadline. −70% report writing time.
What this changes in practice
📝
Transcription & summary
Every call transcribed in real time. Structured summary: needs, objections, commitments, actions. Injected into the CRM with no re-entry.
💡
Sentiment analysis
Client sentiment analysed in real time across all channels: positive, neutral, negative, urgent. Discreet indicator for the agent, supervisor dashboard.
🎯
Hot lead scoring
AI detects buying signals in conversations: budget mentioned, urgency, competitive comparison. Score 0–100, automatic alert when threshold exceeded.
🤖
Deflection chatbot
35–55% of contacts handled autonomously: balance, status, FAQ, appointments. Transfer to agent with full context. Continuous improvement through learning.
+35%
Billable hours
−45%
Collection delay
−70%
Report time
6 Extended capabilities
Additional modules
tailored to your sector.
📁
EDM & Archiving
Encrypted case documents, versioned deeds, partner-level access.
📱
Mobility
Partners in hearings access case files from their mobile device.
💬
WhatsApp API
Secure client communication with legal archiving.
🟦
Teams Direct Routing
Arbitration and mediation meetings in Teams.
🧠
Knowledge Base
Case law, deed templates, procedures by jurisdiction.
📣
Campaigns & Surveys
Automated legal newsletter, seminar invitations.
Your sector deserves
a platform that understands it.
30 minutes for a presentation tailored to Professional Firms — UCC, CRM, ERP and AI calibrated to your real use cases.