The office dashboard is for your staff; the portal and mobile app are for your clients. Every feature below works from the same data.
One filing calendar for the whole firm. When a draft is ready, the client approves it on their phone and the approval is saved to the file.
Invoices, bank statements and receipts are read and their fields filled in. You can see how confidently each field was read.
Clients send documents the way they already do, to your firm's WhatsApp line. Each document lands in the right file.
The client portal and app open with your firm's logo and color.
Proposal amounts are compared with the official minimum fee schedule; if a fee falls below it, the system warns you.
Load your client list on day one from e-Birlik (TÜRMOB's member system), a Luca / Mikro / Logo export or an Excel template.
Checkup, valuation, bank loan presentation and tax risk reports. Every report can be verified by its QR code.
Agents read documents, chase what is missing and prepare drafts. A member of staff always finalizes the record.
Ask a client's customers and suppliers, in bulk, to confirm current-account balances and Form Ba/Bs figures (Türkiye's monthly purchase and sales notifications). The counterparty replies through a personal link, with no account needed.
Add your logo, client list and team on the same day with the setup wizard.
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