Andorra Resident
A six-language platform for a residency and tax consultancy, with a client portal, an in-house CRM and an AI content agent.
For established businesses
AI for consultancies
Your expertise, delivered faster.
Clients pay for your judgement, not for the hours spent on research, formatting and updates. I help consultancies and advisory firms build AI on their own knowledge — so proposals, reports and client updates come together in a fraction of the time.
Sound familiar?
- 01
Research and report writing take days before the real thinking can start.
- 02
Every proposal starts from a blank page, even with years of great work behind you.
- 03
Keeping every client up to date takes more time than it should.
What it looks like
From discovery call to proposal — without the weekend
The first draft comes from your own templates and past wording. You edit and approve it, and the client accepts and books the kick-off in one place.
01Call notes in the client file
After the discovery call, your notes sit in the client file: goals, scope, timeline and budget, in one place.
02A first draft, in your words
A first draft of the proposal is put together from your own template and wording from past proposals. The investment stays open until you decide it.
03You edit every line
You edit it like any document: one paragraph rewritten in your own words, a pilot phase added. You stay in charge of every line.
04Sent through a secure portal
The proposal goes to the client through a secure portal, not as an email attachment, and you see the moment it is opened.
05Accepted and kick-off booked
The client accepts and books the kick-off straight into your calendar. The file moves to Won, without a single email back and forth.
Recreated with demo data — no real client information.
What I’d build for your firm
- Research and reports drafted from your own knowledge base
- Proposals built from your best past work
- Client updates written for you to approve and send
- An assistant that answers client questions in their own language, around the clock
- Meeting notes turned into actions and follow-ups
- A website and client portal that reflect how you actually work
Built around what you already use
No new software to learn — it connects to the tools your team works in today.
- Your proposal templates
- Google Workspace or Microsoft 365
- Your CRM
- Calendar booking
- A client portal
- E-signature
How it works
You keep running the firm. I upgrade it in parallel.
- 01
Strategy & planning
One short session with you and your team — then I shadow the work to find where the hours actually go.
- 02
Design & build
I build and test the tools next to your current way of working. Nothing changes until it’s proven.
- 03
Launch & automate
Your team is trained, has clear rules for AI, and owns everything I built.
What stays in your hands
Client confidentiality
Notes and documents stay in tools set up for confidentiality, under GDPR; nothing is used to train AI models.
Your expertise, your words
Drafts start from your own templates and past proposals, and a consultant edits and approves every one.
Nothing sent by itself
Proposals, emails and follow-ups go out only when someone on your team says so.
Already running at Andorra Resident, a residency and tax consultancy: a client portal and CRM keep every case moving, and an AI agent drafts next month’s content for approval.
What it costs
Fixed prices in writing before anything starts. Most firms start with the free AI check.
Website
A fast, multilingual site that sells.
From €2,900
- Structure, design and build
- Up to ten languages
- Forms into your CRM, sheet or inbox
- SEO, analytics and hosting set up
PlatformMost complete
Site, portal and automations in one.
From €8,500
- Everything in Website
- Client portal and admin back office
- Automated emails and lead flows
- An AI assistant or agent where it pays off
AI training
Hands-on AI training for your team.
From €950 / half-day
- Sessions on your team’s real work
- Which tasks to hand to AI — and which not
- The fewest tools that do the job
- Written rules for what data goes where
AI Transformation Sprint · From €18,000
Rebuild how your business runs — for the AI age.
Prices excl. VAT/IGI. Optional care plan — hosting, updates and small changes — from €79/month.
Already in practice
Related work
Andorra Resident’s client portal and CRM, and Tracemont’s ten-language site that explains a complex advisory service in two clear models.
Tracemont
A ten-language site for an independent intermediary in renewable gas and low-carbon fuels.
Questions
Questions from firms like yours
No — it removes the repetitive work around them. Your people keep the judgement and the client relationships; they just get there faster.
Yes. Your knowledge base stays private, access is limited to your team, and the tools are set up so your data isn’t used to train AI.
Websites start from €2,900, platforms and client portals from €8,500, and AI training from €950 per half-day; the AI Transformation Sprint starts from €18,000. You always get a fixed price in writing before anything starts (prices excl. VAT/IGI).
It depends on the scope — the proposal includes a timeline. From the first week you get previews on a live link, and nothing replaces your current way of working until it’s proven.
Yes. I start from what you have — your site, email, CRM, documents. What works stays; I connect to it instead of replacing it.
Other industries
Step by step · from first call to launch
Have a project in mind? Let's build it.
Tell me what you sell and what you need. I reply within one working day with next steps — or an honest “this isn’t for me”.