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Every new client costs your firm 2 to 3 hours of manual work. Excel spreadsheets, Word templates, a Sirene tab open, an INPI tab open, a Pappers tab open, emails back-and-forth to chase a missing pièce d'identité or a justificatif de domicile. Multiply that across a portfolio and you're losing days every month to data entry that your software was supposed to handle.
Cabinet AI replaces it with one chat. The agent does the pulling, the reading, the asking, and the drafting.
Whether you're picking up an existing company or creating a new one — the same agent handles both.
Drop a SIREN — or even just a company name — in the chat. The agent pulls everything from Sirene, RNE/INPI, Pappers, and VIES: legal form, head office, NAF code, share capital, directors, fiscal regime, applicable collective agreement, fiscal calendar. Then it asks you only for the human bits it can't deduce.
Say “I want to create a company.” The Founder Intake Wizard walks the user through 7 steps — project, legal form, founders, capital, registered office, spouse status, beneficial owners. ID cards and proofs of address are read by vision OCR. The legal form (SAS, SASU, SARL, EURL, SCI, EI) is suggested by a 5-question rules engine.
Live tool cards. Inline forms. Branded artifacts. Nothing hidden.
Suggestion chips for the most common moves: Reprendre un dossier, Créer une société, Générer un devis, Lettre de mission, Courrier officiel, Récap de mon mois.
When the agent needs missing info, it surfaces a structured form right in the chat — not a wall of plain-text questions. The user fills, the agent continues.
Word, PDF, and PowerPoint outputs appear as cards in the conversation. Each one carries your firm's logo, color, address, SIRET, and signature.
Everything you'd hand to a new client — produced from the same conversation.
And every document the agent produces uses your firm's templates — see the next section.
Cabinet AI doesn't generate generic legal text. It fills your firm's own .docx.
Upload your firm's engagement letter templates once. Cabinet AI opens each .docx, finds every red-coloured span — your firm's convention for "to fill" — and replaces them deterministically from the data the agent has collected. Where a span is ambiguous, the AI takes over with full context.
The result: a document that looks like your firm wrote it, because your firm did. We just filled in the blanks.
Entre [NOM CLIENT] SARL Dupont & Fils, ci-après dénommé "le Client",
Et le Cabinet ABC, SIRET 812 456 789 00012, représenté par [NOM EXPERT] M. Jean Martin.
Honoraires forfaitaires : [MONTANT] 3 600 € HT / an.
red = template placeholder · green = filled by agent
Cabinet AI runs on Understand Tech's sovereign AI infrastructure.
All client data and uploaded documents stay in EU storage. Row-level security per cabinet. No data leaves your tenant.
Right to erasure, data minimisation, audit log. The architecture is designed to pass an OEC audit on day one.
Use Understand AI for fully private inference — your client documents never leave your perimeter. Or pick a public model when speed matters more.
Built so your next OEC audit doesn't find a surprise.