Consolidates client, financial and market information for partner decisions.
Developed in Germany · Hosted in the EU or on-premises
Delivered together with
Sovereign hosting in Germany, single-tenant from the first user.
Legal, tax and compliance expertise for legally sound deployment.
Advisory and implementation for the public sector, starting with the AI readiness assessment.
The figures live in three systems: utilisation and fees in the ERP, new engagements in the CRM, contracts and powers of attorney in document management. For every agenda item, data is exported separately, copied into a spreadsheet and brought up to the same date. Anyone who asks a question in the meeting gets the answer at the next one.
Twenty-seven individual exports become a single run: 60% less preparation time is the difference between two days of lead time and a single morning.
The 60% reduction in preparation time is this agent's headline figure. Nine agenda items, three systems and two days of lead time describe a typical partners' meeting; they are not measured values.
The agent brings utilisation, fees to date and new engagements to a single cut-off date. Where two systems contradict each other, it shows both values with their source.
Paper for the partners' meeting on 6 October, cut-off 30 September, 2 discrepancies shownThe agent models the effect of each option under consideration on utilisation and fees to date. For every option it names the assumption it rests on.
3 scenarios for the public procurement law practice group, 4 named assumptions eachFor each agenda item, the agent compiles the options, each with its reference. The partners' meeting chooses from this paper.
vorlage_partnerrunde_0610.pdf, 9 items, 21 referencesIt sets the options side by side with their assumptions. The partners' meeting decides which one to choose.
If the fees to date in the ERP differ from the entry in the CRM, it shows both values. The accounts team corrects the figure in the leading system.
It shows the two discrepancies between ERP and CRM at the cut-off of 30 September with both values and their origin. The firm's chief of staff decides which value goes into the paper.
Connected systems
Operations
A pilot typically runs on your own data within 4 to 6 weeks. The agent connects to your existing systems rather than running as a separate, parallel environment.
EU cloud, private cloud or on-premises. Processing is GDPR-compliant and models are never trained on your data. Details in the Trust Center.
It is based on experience from comparable projects and process benchmarks, not a commitment. We work out the realistic effect for your organisation during the assessment before the pilot.