Legalan estate planning firm
Contracts without copy and paste.
Meetings recorded in the browser become transcripts with speakers and minutes.
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Portfolio · cases in production
Systems already running, by industry.
From operational problem to delivered system: see how customer service, documents and management work together. Cases are presented by industry, preserving company identities.
AI-generated photo.
Client work
For clients
- Meeting recorded in the browsertranscript and minutes
- Planner · 00:12Let’s start with the holding company and leave the will for our next meeting.
- Client · 00:31I’d rather do it that way. Do all the rental properties go in?
- Planner · 00:48All three, yes. The family home stays out for now.
Minutes readyDecision: a holding company with the rental properties. To do: the property certificates.
Contract generated from the CRM, in Word · review before signing
- Law firmonline
- Customer: Good evening. I was let go last week and my severance still hasn’t been paid. Do you take cases like this?19:05
- Company: We handle employment cases. So the lawyer can assess it: what date were you dismissed, and did you sign the termination agreement?19:05
- Customer: On the 12th. I signed it, but the money never came in.19:07
- Company: I’ve booked you a call with the lawyer tomorrow at 2 PM. If you can, bring the agreement and your last three pay slips.19:07
Legala law firm in Ribeirão Preto
Every lead reaches the partner already screened.
Lead CRM with lead scoring, conversations, scheduling and campaigns.
See the case - Meeting briefingThursday, 10 AM
- Calendar
- Previous minutes
Meeting on the customer service pilot
From the last meetingThe pilot starts with one office. Weekly report on Mondays.
Open commitmentsName an owner for the pilotdue Thursday
Send the revised timelinedone Tuesday
Sources: 1 email · 3 messages · 1 set of minutes
ZexIA productFourfecta, a large education group
No promise slips through.
Email, WhatsApp, calendar and meetings in one searchable memory, with priorities, promises and deadlines detected automatically.
See the case - Schedule and patient filetoday, 07:30
- 08:00confirmed
- 08:30confirmed
- 09:00reminder sent
- 09:30filled from the waitlist
Lab report PDF, now dataFerritin38 ng/mL96% · acceptedVitamin D27 ng/mL64% · human reviewHealthcareLIA Clinic, an obstetrics and gynecology clinic
No follow-up visit falls off the schedule.
Any lab report becomes structured data, a history over time and a file ready before the appointment.
See the case - CRM · pipeline by storetodayNewLead from an adcame in 21:12Website leadcame in 22:05QualifyingWhatsApp leadasked about delivery timeInterestedWhatsApp leadmoved by AIWalk-in leadvisit pendingReadyReferred leadvisit tomorrow, 10 AMEvidence logged
“I need to close by Friday, can you deliver next week?” Message at 22:31. Stage: Qualifying to Interested.
Retaila chain of 14 mobile phone stores
Fourteen stores, not one lost conversation.
A sales agent on WhatsApp that answers, qualifies and leads the customer to an offer.
See the case
Illustrative scenes, with synthetic data.
Built in-house
Our own tools
Built for ZexIA’s own operation and for the people who use them with us.
ZexIA productTranscritor, an in-house meeting transcription tool
Meetings become minutes without leaving the machine.
Audio and video transcription on a local GPU, without the file ever leaving the machine.
Architectureat a glance
- Audio or video file
- Transcription on a local GPU
- Speaker separation
- Minutes and summary for review
ZexIA productFluente Digital, the learning platform for the Fluente Digital course
Your own course, no fee on every sale.
A custom learning platform, with video lessons and progress tracking.
Architectureat a glance
- Checkout and payment
- Automatic enrollment
- Lessons, prompt library and progress
- Certificate and admin dashboard
40-minute call, free
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