# M2Soft: AI automation consultancy ## Turn operational hours into margin with custom AI agents M2Soft designs, builds, and operates AI agents that automate the repetitive work inside law firms, accounting firms, consultancies, and agencies. You keep delivering the same great work, with fewer hours, less rework, and more profit per person. ## Your bottleneck isn't talent, it's process Service firms grow by hiring more people. We break that rule: we map your processes, build custom AI agents, and free your team for the work only they can do. ### The pain: Valuable hours lost to repetitive tasks **How we solve it:** Agents that run those processes 24/7 Inbox triage, proposal generation, CRM updates, client follow-up, report consolidation. We design agents that fully take these processes over and give your team back the hours that currently vanish into operations. ### The pain: Information scattered across spreadsheets, emails, and tools **How we solve it:** An agent that knows your whole operation We connect the agents to your systems (CRM, ERP, drives, WhatsApp, legal, accounting, or practice management) so anyone on the team gets answers in natural language without hunting for information. ### The pain: Fear of losing control, quality, or compliance **How we solve it:** Governance, audit, and LGPD from day one Every agent is deployed with granular permissions, full audit logs, and human review at the critical points. You stay in control of what's automated, what's reviewed, and what goes out to the client. ## The AI partner for service businesses We don't sell a generic software license. We dive into your operation, design the agents to fit, deploy them with your team, and keep operating alongside you while results show up. ### Custom delivery, not shelfware Every client has their own processes, tools, and way of serving customers. We build agents from that reality. We don't force you into a pre-packaged product. ### Senior team end-to-end From diagnosis to operations, you talk to people who understand your vertical (law, accounting, consulting, agencies) and can translate process into AI automation. ### Results in weeks, not years We deliver the first agent to production in up to 6 weeks. We start with the highest-pain process, prove the ROI, and only then scale to the rest of the operation. ### Governance, LGPD, and audit included Role-based permissions, logs of everything the agents do, and human review at the sensitive checkpoints. You're ready for audit, compliance, and your clients' legal teams. ## A complete service to automate your operation with AI No license, no template. It's diagnosis, design, build, deployment, and operation of the AI agents your business actually needs. ### Process diagnosis We map your flows with the people who run them today, identify the tasks with the highest automation payoff, and agree with you on scope and expected ROI before writing a single line of code. ### Custom agents We design and build the specific agents your business needs, connected to your tools and trained on your documents, policies, and internal standards. No generic chatbot answers. ### Integrations with your tools WhatsApp, email, CRM, ERP, Google Workspace, Microsoft 365, legal, accounting and practice management systems. The agents talk to what you already use, no stack overhaul required. ### Deployment with your team We go live alongside your team. We train the people who'll use the agents, tune them with real-world feedback, and make sure the productivity gain actually shows up. ### Continuous operation We handle monitoring, tuning, new use cases, and evolving the agents as your operation grows. You get a dedicated technical team without having to hire one. ### Security and LGPD Granular permissions, encryption, Brazil-based data residency when required, auditable logs, and human review on sensitive flows. Built for lawyers, accountants, and anyone who takes data protection seriously. ## AI agents for every area of your service business Real automation cases M2Soft delivers for partners, managers, and support functions in firms, consultancies, and agencies. ### Law or accounting firm partner Agents that read contracts and filings, cross-reference the internal library, draft documents and client reports, and answer team questions about ongoing cases directly in WhatsApp or your legal/accounting system. Connected to: - Legal/accounting system - Contract library - Case database ### Consultant or project manager Agents that consolidate client data, update project status, generate monthly reports in your house style, and answer client questions without going through the consultant's inbox every time. Connected to: - CRM and ERP - Project tools - Client data ### Head of digital agency or BPO Agents that receive briefs, distribute tasks, generate first drafts of creative work, content, or reports, and deliver the package ready for human review. The agency scales without adding another junior headcount. Connected to: - Management tools - Drive and documents - Customer channels ## From first coffee to agent in production in weeks A lean consulting journey with clear deliverables at every step. You don't buy promises, you buy outcomes. ### Step: 1. Diagnosis We spend 1–2 weeks inside your operation, interviewing the team, mapping processes, and identifying the 3 biggest wins AI agents can deliver. At the end you walk away with a prioritized plan, even if you decide not to continue with us. - Immersion with your team - Process mapping - ROI-prioritized plan ### Step: 2. Build In 4–6 weeks we design, build, and deploy the first agent to production, integrated with your tools and trained on your data. Weekly deliveries, short meetings, direct feedback from the people who'll use it. - First agent in up to 6 weeks - Weekly deliveries - Team training ### Step: 3. Operate Once the first agent delivers the promised result, we stay on for continuous operation: monitoring, tuning, new agents, and evolving the automation at your business's pace. - Continuous monitoring - New agents on demand - Dedicated team ## Built for firms, consultancies, and agencies Real automation cases M2Soft deploys for service businesses: law firms, accounting firms, consultancies, agencies, and BPOs that need to deliver more without bloating headcount. ### Automated proposals and contracts An agent that picks up the initial client conversation, drafts the proposal in your template, reviews the contract against your clause library, and sends it out for signature, in minutes, not days. Key benefits: - Proposals in minutes - Reviewed against your library - No more sales bottleneck ### Lead and client triage and routing An agent that answers WhatsApp, email or your site, figures out what the client needs, routes to the right partner, and books the meeting on their calendar. Your team only responds to what matters. Key benefits: - 24/7 intake - Smart routing - Automatic scheduling ### Automated client reporting Agents that consolidate data from your ERP, BI, and operational tools into monthly reports for every client, in your house style, with commentary and insights, without an analyst formatting spreadsheets at midnight. Key benefits: - End of manual reporting - Consistent house style - Reliable insights ### Legal, tax, and accounting document analysis Agents that read contracts, briefs, invoices, and financial statements to extract data, flag risks, and compare against your internal standards. Less junior-hour PDF checking, more senior-hour closing deals. Key benefits: - Automatic PDF reading - Risk detection - Standardized analysis ### Onboarding and internal support An agent that answers your team's questions about internal processes, policies, procedures, and case history, on WhatsApp, Slack, or web chat. Senior partners' knowledge becomes accessible to everyone. Key benefits: - House knowledge in chat - 3x faster onboarding - Fewer interruptions for seniors ## What M2Soft actually delivers Real numbers from the AI automation projects we've deployed in service businesses. - **6 wks** First agent live: From diagnosis to production - **30%+** Hours returned to the team: In automated processes - **24/7** Agent operation: No breaks, no vacation - **LGPD** Compliance-ready: Governance and audit included Security & compliance: - AES-256 encryption - Brazil data residency - LGPD - Role-based permissions ## Ready to turn hours into margin? Book a free 30-minute diagnosis with M2Soft. We'll understand your operation, find where AI agents make most sense, and show you the ROI before any proposal. - Email: contato@m2soft.com.br - Schedule a call: 30 minutes with a M2Soft specialist - Ongoing partnership: Dedicated operations for firms and agencies - Website: https://m2soft.com.br What to expect: - Reply within 24 business hours - A conversation focused on your business, not a generic pitch - Clear pricing tied to ROI - No-commitment initial diagnosis ## Frequently Asked Questions Everything you need to know about how M2Soft works. Still have questions? ### What exactly does M2Soft deliver? M2Soft is a consultancy that designs, builds, and operates custom AI agents for service businesses: law firms, accounting firms, consultancies, and agencies. We don't sell shelfware. We deliver a project: diagnosis, agent design, deployment alongside your team, and continuous operation. ### How long until the first agent is in production? Typically 6–8 weeks counting the diagnosis. Diagnosis takes 1–2 weeks; building and deploying the first agent takes another 4–6 weeks. We always start with the highest-return process to prove ROI fast. ### Does my team need to know how to code? No. M2Soft builds and maintains the agents. Your team only needs to take part in the diagnosis, validate the design, and use the agents day-to-day. We train everyone who will interact with the solution, from partner to assistant. ### Do the agents integrate with what we already use? Yes. We work with WhatsApp, email, Google Workspace, Microsoft 365, CRMs, ERPs, and the leading legal, accounting, and practice management systems. If you use a vertical-specific system, we evaluate the integration during the diagnosis. ### How does M2Soft handle LGPD and sensitive data? LGPD (Brazil's GDPR equivalent) is a requirement, not an option. We deploy with granular permissions, encryption, audit logs, human review on sensitive flows, and Brazil data residency when required. We sign NDA and DPA before any access to your data. ### How do you choose the right AI for each case? We're not tied to any single provider. For each agent, we pick the best combination of quality, cost, and compliance, including fully on-premise options when the client requires it. You don't need to worry about the technical choices; we handle that so you get the best result. ### How is pricing structured? We charge per project (diagnosis + first agent build) and, from there, a monthly fee for operation and evolution. The initial 30-minute diagnosis is free, and the detailed scope comes with a fixed quote before any delivery work starts. ### Do you offer a pilot or proof of concept? Yes. For qualified companies we run a focused pilot on a single process, with fixed scope and timeline, to prove ROI before a larger engagement. Mention it during the diagnosis and we'll see if it fits your case. ## Ready to unblock your service business? Book 30 minutes with M2Soft. You'll leave with a clear map of where AI agents can give hours back to your team, even if you decide not to hire us. **Book a free diagnosis** No commitment. Initial diagnosis is free. --- M2Soft designs, deploys, and operates custom AI agents for service businesses. We use technology to automate processes, simplify tasks, and boost efficiency.