Orchestrate every channel
from one intelligent
layer.
In 30 minutes we'll show you how Twinny connects to your operation and starts delivering results from week 1.
Professional services
Twinny serves your firm's clients from first contact: qualifies opportunities, collects documentation, manages cases and keeps the long-term relationship.
The professional services challenge
A law firm, a tax advisory or a consultancy lives off trust and the time of its professionals. That time goes to repetitive tasks: requesting documents, scheduling reviews, remembering deadlines, qualifying new opportunities. Every hour spent there is an hour not billed.
At the same time, today's client is demanding: expects an immediate WhatsApp reply and personalized treatment. The tension between operational scalability and premium care grows every year.
THE SOLUTION
An AI agent with the rigour your firm requires
Twinny operates as virtual reception and operational assistant. Qualifies leads, collects documentation, schedules meetings and tracks cases without your team losing context at any point.
Client qualification
Receives initial enquiries, applies the firm's criteria and routes to the right partner or department with full context.
Document collection
Requests and verifies documentation with a clear protocol and uploads it to the DMS.
Case follow-up
Keeps the client informed on the case status and alerts the team on critical deadline milestones.
Professional secrecy & GDPR
Compliance with the duty of confidentiality. Encrypted data, per-client segregation, immutable access log.
TYPICAL FLOW
How a Twinny agent operates in a firm
Real case: a new client arrives via LinkedIn requesting tax advisory for expansion to Portugal. The agent qualifies, documents and books with the right partner.
- 01
Receives and qualifies
Identifies an international tax case, non-litigious, with significant fee potential. Applies the firm's acceptance filter.
- 02
Collects initial documents
Requests company deed, last tax filing, org chart. Verifies format and uploads them to the DMS with tags.
- 03
Books with the partner
Checks tax partners' calendars, finds compatible time and books a 45-minute meeting with prepared brief.
- 04
Keeps the relationship
Follows up on the proposal, manages e-signature of the engagement letter and stays as the operational contact.
PILOT RESULTS
Outcomes measured in professional services.
+58%
Qualified-lead conversion
With 24/7 conversational qualification and contextual routing to the partner.
−72%
Document collection time
Via agent-guided protocol with automatic verification.
+11 h
Hours saved per partner/week
Billable time previously lost to operational handling.
* Average of active pilots Q2 2026. Per-case detail at /en/cases.
FREQUENTLY ASKED
What we get asked most in professional services.
Does Twinny respect professional secrecy?
Yes. Complies with the duty of confidentiality of every professional bar, with encryption, per-client segregation and immutable access logs. No training on your data.
Does it connect with my DMS and CRM?
Yes. Native connectors for the most common CRM and DMS in firms. Custom integrations available.
Can it manage e-signature?
Yes. Integration with DocuSign, Adobe Sign, Signaturit, ValidSign and recognized notarial e-signature.
Does it also work for advisories and consultancies?
Yes. The platform is the same; flows and integrations differ. Active pilots in legal firms, tax advisories, strategy consultancies and audit firms.