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 phone 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 SMEs nationwide with an 80% grant for shaping digital transformation – for example, the introduction of AI – with up to 12 consulting days and a maximum grant of €11,520. A programme of the Federal Ministry of Labour and Social Affairs (BMAS), funded by the ESF Plus; coaching vouchers are available until 30/06/2028.
Matching fundingBAFA consultancy funding
The BAFA consulting grant subsidizes management consulting for SMEs at 80% in the new federal states, Lüneburg and Trier (max. €2,800) and at 50% in the rest of Germany (max. €1,750). Applications are possible until 31/12/2026. bettersorted is a BAFA-registered consultant with a focus on digitalization 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.