Today · at a glance
↑ 14% vs avg
14
meetings today · 9 confirmed
New clients3
AI handled47 conversations
Day revenue1 420 €
WhatsApp pending2 unread
🚨 Attention today
4 open
4
actions need attention
Form 303 · 4 clients · deadline 20 Jun
Manuel R. · engagement letter 30d unsigned
Overdue >30d · 3 invoices · 3 240 €
Sara R. sick leave · 3 meetings to reassign
Pulse · this week
↑ 8%
7 240 €
production · vs 6 720 €
M · T · W · T · F · S · S
AI · next actions
3
scheduled next hour
Confirm 10:30 Manuel R.
Reminder Andrés S. · Form 303 deadline
Review request after meeting
Automations running now
7 active · 132 executions today · 0 errors
WhatsApp receptionist 24/7
47 executions · last 2 min ago
Tax deadline reminders
8 sent · upcoming 30/15/7 days
Engagement letter follow-up
5 open · 2 signed today
AS
Meeting reminders · 24h before
14 sent · 2 rescheduled auto
Google review request
8 in queue · fires after matter closed
SII billing · AEAT remittances
3 batches generated · auto Friday
A3
Onboarding document request
2 new clients · docs pending
Birthday · automatic campaign
3 today · personalised message
Client inbox · today
14
active conversations
↑ 18%
MR
Manuel RocaHere are the quarter invoices 📎
now
SA
Alpha Services · newCan you help us with corporate tax this year?
2 min
LP
Lucía PérezThanks, confirmed 👍
14:08
AS
Andrés SotoNeed to reschedule to another day
12:42
IG
Isabel GarcíaOn my way, 10 min to the meeting
11:55
⚠ Unconfirmed · next 2h
5
of 14 meetings pending
10:30 · Manuel Roca · tax advisory
11:00 · Javier Molina · corporate merger
12:15 · Lucía Pérez · employment consultation
Calendar · this week
LX
LX
38
meetings · 87% capacity
↑ 12%
AI · firm · today
62
automated actions today
Deadline reminders sent8
Invoices classified by AI34
Documents received from clients11
Meetings confirmed by AI9 / 14
Follow-up · inactive clients
12
+6 months no contact
Manuel R. · contract renewal
Javier M. · payroll pending
Lucía P. · banking claim
Andrés S. · replied
Proposals / engagement letters
8 420 €
5 open · 2 closed today
↑ 18%
Day 0
Carmen R. · commercial defence
2 450 €
Day 7
Andrés S. · corporate merger
1 890 €
Day 15
Lucía P. · banking claim
640 €
Google reviews · this week
4.8
+3 new
"Super fast on WhatsApp even on a Sunday — had a confirmed meeting booked in 5 minutes."
Collections · May
28 940 €
↑ 22%
vs. 23 690 € in April
Outstanding payments
4 280 €
6 open invoices
Manuel R. · annual advisory final
Andrés S. · invoice +45d unpaid
Lucía P. · banking claim 14d
Other 3 invoices
Outstanding · client aging
A3
A3
12 480 €
to collect
A3
Alpha Services Ltd
5 240 €
collected
TechNova S.L.
3 110 €
pending
MR
Manuel Roca
2 460 €
collected
LP
Lucía Pérez
1 670 €
pending
Documents pending · clients
3 urgent
3
needed to file
Alpha Services · Form 036 signatureurgentdue 20 Jun
Manuel R. · last Form 130 filedpendingQ2 quarter
TechNova · updated articles of assoc.pendingCIT 2025
Isabel G. · IAE registrationpendingonboarding
Team · in office today
6 people
AG
Ana García · partnertax · 9:00–14:00JM
Jorge Martínez · partnercorporate · 10:00–18:00LC
Lara Castroemployment · 9:00–17:00SR
Sara Romeroreception · 8:30–15:00
Upcoming meetings · today
14 today
10:30
next · Ana García
10:30 · Manuel Roca · tax advisory
11:15 · Javier Molina · corporate merger
12:00 · Lucía Pérez · banking claim
14:00 · Andrés Soto · payroll review
Billed · quarter
↑ 22%
38 240 €
billed · 3 months
Tax advisory14 280 €
Employment / payroll10 920 €
Corporate / contracts13 040 €
Deadlines · next 2 weeks
3
filings · 1 today
Form 130 Manuel R. · filed
Form 303 × 4 clients
CIT Alpha Services Ltd
Tax dashboard · forms filed vs pending per client
A3
A3
| Client | Form 303 | Form 130 | Corp. Tax | Due |
|---|---|---|---|---|
| Alpha Services Ltd | filed | filed | pending | 25 Jun |
| Manuel Roca | docs pending | filed | — | 20 Jun |
| TechNova S.L. | pending | — | filed | 20 Jun |
| Lucía Pérez | — | filed | — | — |
| Andrés Soto | filed | pending | — | 20 Jun |
Profitability · hours vs billed
↑ 12% margin
82%
avg margin · Q2
Tax
Annual tax advisory
88%
Employ.
Payroll + registrations
76%
Corp.
Corporate merger
62%
KPIs · May in progress
↑ 14% vs April
87%
calendar · 152 active matters
Meetings held342
Proposals accepted68% (32/47)
Clients reactivated9 / 12
Avg review score4.8 ★
Revenue · last 6 months
↑ 18% YoY
162 K€
cumulative · vs 138 K€ 2025
Dec · Jan · Feb · Mar · Apr · May
Top services · May
Tax
leader · 36% of billing
Tax advisory9 240 €
Employment / payroll6 480 €
Corporate / M&A4 120 €
Claims3 850 €
Contracts / due diligence2 940 €
Funnel · lead capture → meeting
42% conversion
218
inbound leads this month
WhatsApp / web148 leads
→ Information provided187 (86%)
→ Meeting booked92 (42%)
→ Proposal accepted32 (15%)
Contracts / engagement letters signed
AS
DS
9 / 12
this week
Tax advisory · Manuel R.
Banking claim · Lucía P.
Merger · Javier M.
Payroll contract · Andrés S.