Industry
Tax adviser
Tax firms spend a great deal of time on document entry, client communication and recurring enquiries.
Typical time sinks
Enquiries regarding missing supporting documents or paperwork are a recurring issue with many clients
Telephone enquiries on routine matters (deadlines, documents, preferred appointment times) interrupt the actual work
Internal templates and client documents are scattered across various filing systems
Use cases
Not sure where to start?
In our AI consultancy, we look at your workflows together and tell you honestly which use case pays off first.
AI consultancy
bettersorted’s AI consultancy uses a structured process to identify which processes within your business are suitable for automation, and concludes with a concrete implementation plan rather than a mere list of ideas. The consultancy is BAFA-approved and is eligible for up to 80 per cent funding via INQA Coaching.
Matching productAI phone assistant
The AI telephone assistant answers incoming calls, records the enquiry and forwards it to the appropriate department.
Matching productAI chatbot
The AI chatbot answers questions on the company’s own website — using the company’s own records, not information from the general internet.
Matching productProcess automation
Process automation links recurring workflows seamlessly, from quotation to archiving.
Matching productAI document search
The AI document search answers questions directly from your own documents — such as manuals, contracts or internal policies — by citing the source, rather than providing general answers from the internet.
Matching fundingINQA Coaching
INQA Coaching supports the introduction of AI and digitalisation in small and medium-sized enterprises with a grant of up to 80 per cent — up to €11,520 for 12 days of consultancy. Funded by the Federal Ministry of Labour and Social Affairs (BMAS) using funds from the European Social Fund Plus (ESF Plus).
Matching fundingBAFA consultancy funding
The BAFA consultancy grant subsidises up to 80% of the costs of management consultancy — for consultancy services worth €3,500, the grant amounts to up to €2,800, with a minimum contribution of €700. bettersorted is a BAFA-listed consultancy specialising in digital transformation and AI.
Frequently asked questions
Is that compatible with client confidentiality?
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Data processing takes place exclusively on servers in Germany under a data processing agreement (DPA) in accordance with Article 28 of the GDPR; no data is passed on to third parties.
Can this be integrated with my law firm’s software?
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During the initial consultation, we will assess whether integration with standard law firm software is possible, depending on the available interfaces.
How much time can a telephone assistant save the law firm?
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This depends on the volume of calls and will be assessed during the initial consultation based on your law firm.
Is the consultancy eligible for funding?
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Yes, through INQA coaching or the BAFA consultancy grant, depending on your practice’s circumstances.
A 30-minute conversation, free of charge.
A 30-minute consultation, free of charge. We’ll take a look at your processes and give you our honest opinion on whether automation is worthwhile.