Documents
Received via WhatsApp, validated, organized by case and sent — no one dragging a file.
Case · International legal advisory · Spain · international clients
An international legal firm running on an operating system of its own.
StudioKF — Customer service, documents, contracts, signatures, filings, billing and operational intelligence — orchestrated on top of the WhatsApp, boards and documents the operation already used.
Real data under confidentiality
This operation's numbers belong to the client. What we publish is the method — and what it builds.
The challenge
From scattered processes to an observable operation
StudioKF handles legal and administrative processes for foreign clients in Spain. The operation involves high-volume service, intensive documentation, contracts and signatures, official filings with deadlines, international billing and a distributed team tracking hundreds of cases at the same time.
Each part worked — but in different places: messages in one channel, documents in folders, processes on boards, finance somewhere else. Up-to-date information depended on someone going to look for it.
- Hundreds of simultaneous cases across multiple boards and flows
- High document volume: receiving, generating, signing
- Manual international billing and financial tracking
- A distributed team relying on scattered information
The solution
An operational layer on top of what already existed
We built an orchestration layer that connects WhatsApp service, the process boards, the documents, the signatures and finance — with AI agents up front and automations executing the work across systems.
Every execution leaves a trail. That trail feeds the second deliverable: operational intelligence — reports and audits that show what the operation alone couldn't see.
- AI agents serving clients in Brazil and Spain
- Receiving, organizing and sending documents
- Contracts and powers of attorney generated and digitally signed
- Automatic data extraction from PDFs and official forms
- Starting and moving filings across the operation's boards
- Billing and reconciliation of international payments
Automated execution
The work the operation stopped doing by hand.
Contracts and signatures
Contracts and powers of attorney generated from case data, with digital signatures and automatic completion detection.
Official forms
Data extracted from PDFs and official filing forms filled in — the rework of retyping is out of the way.
Billing
Triggering charges, tracking installments and reconciling international payments.
Records and filings
Creating and updating records, moving cards and starting filings — the operation moves itself between stages.
Communication
Clients kept informed of progress on the channel they're already on: WhatsApp.
The flow in operation
Every execution leaves a trail.
Documents, contracts, signatures, records, filings and billing — the operation moves itself between stages, and every step is recorded. It's that trail that becomes intelligence.
Autonomous execution · event loglive
- Document received
- Contract generated
- Power of attorney sent
- Signature detected
- Data extracted from PDF
- Record updated
- Filing started
- Charge triggered
Operational intelligence
The automation doesn't just execute. It reveals problems.
Data quality audit
Automated sweeps find records with an incorrect or missing phone number — profiles that would make active clients invisible to the agents. Automation doesn't just execute: it reveals problems.
Financial consolidation
The whole portfolio in a single view: paid, overdue, upcoming, arrears by bracket and amounts that slipped out of the main billing flow — what was off the radar comes back into view.
Operation distribution
The data answers management questions: who is overloaded, where cases concentrate, which ones have no owner and where the bottleneck will appear.
Financial consolidation · portfolio viewReal data under confidentiality
Portfolio monitored
Collected
Overdue
Upcoming
Arrears by bracket · funnel stage
Real structure of the dashboard delivered to the operation. Values and proportions hidden — the data belongs to the client.
Learnings
What this operation taught us.
- 01
Automation doesn't just execute. It reveals problems that were invisible — from bad records to amounts off the radar.
- 02
An observable operation changes the management conversation: instead of 'how's case X?', the question becomes 'what does the data show?'.
- 03
Confidentiality and engineering go together: the numbers of this operation belong to the client — the method is what replicates.
The complexity of your operation isn't an obstacle. It's the material.
The more disconnected parts, the greater the gain from turning them into a system. Start with the diagnostic.
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