Case study · Open beta
adversaria — a client portal for accounting firms
The situation
Clients send their documents and questions to an accounting firm by message, email and phone. The accountant has to collect them, sort them per client, and answer the same questions again and again.
What I built
Clients upload from the emailed link without logging in, and everything arrives tied to its own task. On the client card the accountant sees data, tasks, files and messages on one page, and each morning one list of who is stuck and what needs checking. Recurring questions are answered by an AI chatbot and a phone assistant, from the firm’s knowledge base and trusted sources, with checks.
What it does
- Today: one morning list of who is stuck and what needs checking
- Clients upload from the emailed link, no login needed
- Client card: data, tasks, files and messages on one page
- Approve or ask for a fix in one click
- On the firm's own domain, on a self-hosted server
- An AI chatbot and phone assistant for recurring questions, from a verified knowledge base
Where it stands
Open beta: it runs on the firm's own domain, on a self-hosted server.