Meet Carme
She's a tax advisor at a law firm. She works with case files, clients and keeps constant communication with contacts. Just like lawyers, legal consultancies and collection agencies.
The answer
There's one channel.
Smart inbox, case files, contacts and clients — verified communication between your office and your clients.
Verify replaces WhatsApp, email and missed calls with a single CRM — traceable, with legal value. Case files, invoices, collections, contacts and clients in one place. Built for law firms, tax advisors, legal consultancies and collection agencies.
Product Nº 01 of the A21 Atelier
SMART INBOX. ZERO NOISE.
Three channels, one smart inbox.
Case-file tracking, management completed, verified. Informed client at every step.
Direct messages, case-file chat and formal announcements — all with verified read receipts. Smart inbox with case-file tracking so every management action is completed, verified and traceable. Goodbye to "I never got your message".
- Direct 1:1 messages with any client or contact
- Case-file chat with context always at hand
- Formal announcements with verified reads and immutable log
- Real-time green ticks, without leaving Verify
Verify · expediente 2026-04-118
Buenos días Marta, te adjunto el modelo 303 firmado del 1T.
acuse de recibo · 10:42
Recibido, lo reviso y firmo esta tarde.
Marta · cliente · 10:43
Modelo 303 · Marta López · 15:28 · valor legal
TAX AND LEGAL CALENDAR.
The year's forms, alarms and reminders in one click.
303, 111, 115, 130, 131, 190, 180, 390, 100, 200, 347, 349.
Tax and legal calendar integrated. Linked to the right client. Automatic alarms, reminders and schedule — Verify does it for you. The calendar lawyers, tax advisors and legal consultancies actually need.
- 12 AEAT forms automatically seeded
- Push reminders to the client's phone
- Priority alarms when deadline is under 24h
- Linked to each client's fiscal profile
Próximos plazos · abril 2026
IVA · 1T
20 abr
12 días restantes
IRPF · 1T
20 abr
12 días restantes
Retenciones
22 abr
14 días restantes
THE OFFICE, ON THEIR COUCH.
Case files, contacts, clients, invoices and collections — all in one place.
Bidirectional case file. Firm→client Stories. For law firms, legal consultancies and collection agencies.
Your client doesn't just read — they work inside the case file. They mark tasks, upload documents, sign with OTP. Case files, contacts, clients, invoices and collections managed together. Plus 24h Stories bring back the human face of the practice.
- Bidirectional workspace per case file
- Digital signature with OTP integrated in flow
- Firm→client Stories with 24h expiry
- Your client installs nothing — opens the link and enters
Marta López · expediente
ActivoGestoría · 4 elementos
Modelo 303 · 1T 2026
FirmadoFactura · proveedor #28
En revisiónContrato laboral
Pendiente firmaNóminas marzo
EnviadoSPEAKS FOR YOU.
AI for lawyers, tax advisors and legal professionals.
Claude Sonnet 4 integrated per team member.
Drafts answers with full case-file context, summarizes long threads, translates instantly, cross-references regulations. For lawyers, tax advisors and legal consultancies — literally, another person on your team.
- Case-file and contact context at the AI's fingertips
- Answers with the firm's voice, not generic
- Summaries of long threads in 2 seconds
- Per-team-member quota and usage ranking
Asistente IA · sugiere
Cliente preguntó
¿Cuándo me toca presentar el modelo 200?
Sugerencia
El modelo 200 vence el 25 de julio para ejercicios cerrados el 31/12. Te he generado el borrador con tus datos.
Comparison
Verify against the Spanish market — the CRM for law firms, tax advisors and legal consultancies.
Verify is the CRM designed for law firms, tax advisors, legal consultancies and collection agencies. From case-file management and client tracking to the tax and legal calendar, with verified communication, smart inbox and client tracking that the rest don't offer. We compare against the 5 references of the Spanish 2026 market.
| Feature | Verify | a3innuva | Sage Despachos | Holded | Quipu | Kmaleon |
|---|---|---|---|---|---|---|
| Structured case files, contacts and clients | parcial | parcial | parcial | |||
| Verified communication with legal value — management completed, verified | ||||||
| Mobile app for the client — informed client at every step | parcial | parcial | ||||
| Native generative AI for lawyers, tax advisors and legal professionals | parcial | |||||
| Built-in digital signature in case-file flow | parcial | parcial | parcial | |||
| Tax and legal calendar + AEAT forms (303, 111, 130, 202…) | ||||||
| Spreadsheets, collections, invoices and result analytics | parcial | |||||
| Onboarding < 30 min, no setup phase |
Comparison based on published, verifiable features of each product as of 2026. Verify complements an accounting ERP when double-entry or payroll is needed; it doesn't replace it.
Your opinion matters
Help us improve Verify
We want to hear from you. If you've found a problem, have a suggestion, or something isn't working as expected, let us know. Every message helps us build a better product.
And one more thing
Verify is the CRM for law firms, tax advisors, legal consultancies and collection agencies — and it's just the beginning.
When you enter Verify, you don't just enter a CRM. You enter an ecosystem designed for law firms, tax advisors, legal consultancies and collection agencies. Case files, contacts, clients, collections, invoices, smart inbox, tax and legal calendar — all in one place. And more tools are coming.