Receive the new matter
Identify the practice area, inquiry purpose and relevant dates reported by the client. The practice defines the information needed before assessing the engagement.
WHAT YOU GETAn inquiry prepared for classification
Context for specialist work
Professional services & firms
A professional firm needs to understand a request, gather documents and coordinate the right specialist. Atiende Despachos provides a project foundation for designing intake and follow-up while preserving professional judgment and the confidentiality of the work.
Specialists start with the background already assembled.
We design matter intake, document collection and follow-up so your practice can focus on specialist work. Atiende Despachos provides a foundation for accounting operations; other services are scoped with their own requirements, permissions and owners.
THE CONNECTED WORKFLOWEvery step connected.
Every step connected.
Through to the outcome.
Follow the information, decisions and actions. Each stage prepares the next.
ATIENDE / 01
Identify the required documents
The checklist matches the contracted service or service under evaluation. Scope and requirement questions go to the professional to authorize the next step.
WHAT YOU GETRequirements matched to the service
Organize the file
Link received documents to their client and matter. In the accounting foundation, the portal supports reviewing and accepting files before including them in the client file.
WHAT YOU GETAccessible files and outstanding items
Prepare specialist review
The summary brings together background, documents and open questions. Professionals verify content, interpret it and retain advice, signature and submission decisions.
WHAT YOU GETReview time supported by context
Coordinate the next conversation
Support checks the status authorized by the practice and prepares the next meeting or document request. Substantive questions reach the specialist with the matter history.
WHAT YOU GETThe client and practice know what is pending
TALK TO ATIENDEA natural voice.
A natural voice.
Your business context.
Try the agent by voice or chat. Or hear how it guides a conversation from start to finish.
Document follow-up
Call example · Spanish
WHAT CHANGES FOR YOUR TEAMLess repetitive work.
Less repetitive work.
More work completed.
The matter has a purpose, background and reported dates.
Documents retain their client, matter and source.
Follow-up communicates authorized statuses and routes decisions.
Each client retains their own file
Discovery defines access by person, role and matter. Documents are gathered for authorized work, with explicit limits on what a response can disclose.
A concrete foundation for accounting practices
Atiende Despachos organizes documents, preparation and outstanding items for accountant review. Document acceptance and information preparation preserve separate professional approval and submission.
Follow-up that respects specialist work
We can prepare status inquiries, reminders and scheduling from authorized dates. Decisions and substantive questions are assigned to the appropriate professional.
New engagement intake
The proposed workflow collects objectives, background and minimum details before an initial meeting. It does not provide professional advice or accept an engagement on the firm’s behalf without authorization.
- Identify practice area, reason and relevant date reported by the client.
- Collect background with clear boundaries around sensitive information.
- Send a summary to the professional assessing the matter.
- A better prepared first specialist conversation.
Files and document requests
Document checklists are defined by service and stage. The workflow requests missing items, distinguishes versions and retains open questions for the team to review material quality.
- Apply the checklist relevant to the contracted or assessed service.
- Associate files with their matter and provenance.
- Prepare a summary of received and outstanding items.
- Less manual reconstruction and greater clarity about missing items.
Scheduling and status communication
Follow-up can explain approved administrative milestones and coordinate meetings. Legal deadlines, technical conclusions and professional commitments require owner validation.
- Query the authorized matter status.
- Coordinate availability for the next conversation.
- Escalate decisions and substantive questions with history.
- Informed clients without displacing specialist judgment.
RELATED SOLUTIONS
A next step for every need.
A little more clarity
Before we begin.
Does it provide automatic legal or accounting advice?
That is not the proposal described. Atiende organizes intake and follow-up; interpretation, professional recommendations and engagement acceptance belong to the firm.
How are clients separated?
The design must link every document and conversation to a file, with role-based permissions and identity validation before private information is shown.
Can it remind people of important dates?
It can work with dates recorded and verified by the team. It must not calculate or guarantee legal deadlines from a conversation without professional review.
Your next stepLess friction.
Less friction.
More possibilities.
Let’s start with a process that matters. Discover what your team could do with more time.
Book a demoOr write to us about the process you want to improve