Your practice, with an assistant that doesn't forget
For accountants, lawyers, consultants and independent professionals: agents that manage contacts, appointments and communications, while you focus on qualified work.
A professional's time is the scarcest resource
Those who practise a profession spend much of the day on activities that don't require their expertise: answering the same questions, scheduling appointments, chasing documents, remembering deadlines.
CEO·Intelligence takes care of this operational layer. The agents handle the routine with memory of the client and the context, so your time returns to the work only you can do.
What it does for your practice
The omnichannel inbox gathers messages from WhatsApp, email and other channels in a single place, with replies that take each client's history into account. The integrated calendar proposes and books appointments, while automatic reminders follow deadlines and obligations.
Persistent memory is the key difference: the organism remembers each client's cases, preferences and documents, instead of treating every contact as if it were the first.
- Omnichannel inbox with per-client memory (WhatsApp, email, SMS)
- Appointment and calendar management
- Automatic reminders for deadlines and obligations
- Document management and quick search
- Client reports and summaries always up to date
Confidentiality and control
A professional's client data is sensitive and often subject to confidentiality obligations. The infrastructure is self-hosted: the data stays within your perimeter, on servers in Europe, with GDPR in mind.
Sensitive actions — sending a communication, sharing a document — require your approval, and every operation stays tracked. CEO·Intelligence doesn't replace professional judgement: it manages the operations, the assessments stay with you.
For which professions
Accounting firms, law firms, employment consultants, business consultants and independent professionals who follow many clients and need order, memory and continuity in their communications.
If you want to see concrete scenarios for your profession, take a look at the application scenarios or request a demo on your case.
Frequently asked questions
Is it suitable for a small practice?
Yes. Even a solo professional or a small firm benefits from automating communications, appointments and reminders. You start from a concrete use case and expand calmly, without needing a technical team.
How does it handle the confidentiality of client data?
The infrastructure is self-hosted: the data stays within your perimeter, on servers in Europe, with GDPR in mind. Sensitive actions require your approval and every operation is tracked in a consultable audit log.
Does it replace my professional judgement?
No. CEO·Intelligence manages the operations — communications, appointments, documents, reminders — but it doesn't provide professional opinions nor replace your assessments. It's the layer that frees up your time, not a substitute for your expertise.
Does it remember each client's history?
Yes: persistent memory keeps each client's context, cases and preferences. Replies and reminders take this history into account, so you don't start from scratch on every contact and communication stays coherent over time.
Want to reclaim the time you lose on repetitive tasks?
Request a demo designed for your practice and your type of clientele.
Request a demo