AI intake and document agents for professional services
Intellex builds intake and document agents for law firms, accounting practices and agencies in Bulgaria that talk to new clients, gather the files you always need, check nothing is missing and draft from your templates, so partners review a complete file instead of building one.
Billable people spend their day chasing documents.
Partners lose hours to intake calls, collecting the same files from every client, and reminding them again and again. Nobody has time to update the CRM.
An intake agent that qualifies, collects, and drafts.
It asks the questions you always ask, gathers the documents, checks nothing is missing and drafts the engagement letter from your templates. The partner reviews a complete file.
Hardware we can install
Only devices built for AI: they listen, see, or run the models on your premises.
Integrations
Questions we hear on the first call
Is client data safe with an AI agent?
The agent works inside your own systems and never trains on your data. For firms that need it, we run the models on a server in your office so nothing leaves the building.
Can it draft documents in our house style?
Yes. It drafts from your templates and past documents, and a person always reviews before anything is sent.
Which practice management or CRM tools do you support?
Microsoft 365, Google Workspace, SharePoint, Notion, HubSpot and Pipedrive directly. Bulgarian accounting software such as Ajur and Microinvest through their exports or database.
How do partners interact with it?
Mostly they don’t. The agent does its work in email, the document store and the CRM; partners see a complete file and a short summary when it is their turn.
Which process
goes first?
Two ways to start.
We will confirm your visit date by email within one working day. The receipt from Stripe is in your inbox.
A 30-minute call about one process.
No deck. You describe the work that eats your week; we tell you honestly whether AI should do it and what it takes.
- Video call, pick a slot that suits you
- With a founder, not a sales rep
- You leave with a clear yes, no, or what-it-takes
Or just write to us: [email protected]