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By sector · Advisory firms and law offices

Less repeated paperwork at your firm.

I help advisory firms, gestorías and law offices get rid of manual work: asking for documents, chasing signatures, copying data from one place to another. With the tools you already use, and with great care for your clients' data.

Sound familiar?

  • Every quarter you chase the same clients for the same invoices.
  • Documents arrive by email, by WhatsApp and on paper, and someone sorts them by hand.
  • You copy data from emails into a spreadsheet, and from there into your software.
  • Repeated questions eat up hours you can't bill.

What can be automated

For example

Document collection

A form or folder per client, automatic reminders and an alert when something is missing.

For example

Client onboarding

Data is typed once and reaches the spreadsheet, the CRM or the shared folder on its own.

For example

AI drafts

Replies to common questions, summaries of long documents and first drafts of emails. A person always checks them before they go out.

How we start

  1. 01

    20-min call

    Free and no strings attached. You tell me how you work and we see if it makes sense to continue.

  2. 02

    Diagnosis

    I come to see you and we measure how much time each task takes today.

  3. 03

    First improvement

    We start with the one that eats the most hours, using your tools.

  4. 04

    Training and support

    I teach you to use and adjust it, with whatever support you need afterwards.

Other sectors: Real estate · Marketing agencies · Freelancers

Let's talk

Got a workflow worth taming?

Book a free 20‑minute call. Tell me what's holding you back and I'll tell you honestly whether pleko is a fit.

alex@pleko.es WhatsApp