Business operations & HR

Photo booth business management: manage leads, bookings, appointments, availability, packages, payments and expenses

Legal: create matters, upload documents, analyze expert reports, queue briefs and run cross-examination sessions

Field service management: jobs, accounts, invoices, payments, equipment and referrals

Insolvency case management: creditors, cash book, meetings, remuneration, voidable transactions and Xero sync

Localization projects: manage projects, quotes, clients, vendors, files and invoices through the XTRF Home Portal

Business operations engine: lean and quality tools, rules, projects, playbooks and OAuth tokens

Global employment: manage employments, contractors, payroll, invoices, offboarding and benefits

Construction workforce: track timecards, crews, projects, expenses and equipment

Field service management: CRM contacts, appointments, call analysis, quotes and integrations with QuickBooks and Intacct

Gestão jurídica: acesso de agentes de IA aos dados do escritório via conector MCP autenticado

Job board platform: publish jobs, manage companies, candidates, email templates, webhooks and custom domains

Organizations: manage members, invitations, join requests, email domains and SSO connections

Leasing and property management: manage prospects, appointments, units, pricing and maintenance work orders

Company operations: finance, sales, support, fulfillment, print, manufacturing and bookings in one platform API

Accounting firm operations: clients, staff, work boards, close status and chat-source links

Quotes, orders and materials for manufacturing: request parts, accept quotes and track orders

Legal research: search Brazilian court decisions, STJ precedents and case-law themes

Time tracking and billing: capture time entries, manage clients and matters, and proxy LLM completions

Backend for the eh-webapp: manage users, coaches, kits, requisitions, lab results and billing

Customs trade compliance: file entries, classify products, look up duty rates and manage uploads

Absence management: track leave requests, members, departments, allowances, overtime and out-of-office messages

Legal tech: store vaults, search and extract documents, run OCR and AI models, verify citations

Manufacturing cost estimation: upload CAD or drawings, get itemised should-cost quotes and calibrate costs

Audit reports and schedules: generate compliance reports, manage audit schedules and enroll resources