Get to know our services
Knowledge management
Would you like to harness all the information you have accumulated over the years to create an intelligent knowledge base that learns from you and your team and suggests the best responses to provide in each case?
This module transforms the knowledge accumulated in your firm, such as emails, reports, resolutions, internal notes, and any other internal or external material you wish, into an accessible, organized, and usable digital asset. It automatically searches, relates, and proposes content so that you don’t waste time or talent searching through folders, SharePoint files, hard drives, computer desktops, or email threads.
Management of proposals and agents
What if you could generate automatic quotes and choose the ideal agent in seconds, not hours? This module allows you to create commercial proposals in just a few clicks, integrating rates, fees, taxes, deadlines, and customized criteria. It also enables you to control the exchange rate applied at any given time in each proposal. Additionally, it learns from your previous decisions to recommend agents aligned with each client, type of procedure, or country.
With all this information, once the proposal is approved, you will be able to track the work of the selected correspondent, check the invoices they send you, and see if they match the agreed proposal. If you wish, you can provide that information in real time to your client.
File and deadline management
Can you imagine having all your files managed, with smart alerts and no risk of missing deadlines? Can you imagine that, automatically, your emails, documents, messages, questions, and answers exchanged are archived and immediately accessible?
Centralize all the information of each file and activate automatic reminders that anticipate the next steps. We can integrate this module with your current system or use it as the main dashboard for deadline control.
Business Development support
Would you like to know which services to offer each client at the right moment? Would you like to know who your target clients are working with? Would you like to know the performance KPIs of your competitors among your target clients?
This module analyzes the activity of your current clients and your target clients and provides you with the necessary information for data-driven sales. Additionally, we generate a sales process for you, with smart alerts that guide and prompt your relevant commercial proposals. We help you win! We can also help you visualize cross-selling growth opportunities and better segment your portfolio.
Ceramic pots with a personal touch
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Our clients say
El módulo de gestión de plazos nos salvó de más de un susto. Es como tener una segunda cabeza pendiente de todo lo importante.
Hemos reducido el tiempo que dedicábamos a tareas repetitivas en más de un 40%. Pero lo mejor es que ahora todo el equipo trabaja con más claridad y confianza.
No queríamos una solución genérica, sino algo que entendiera cómo trabajamos en propiedad intelectual. Con ThirdWish IP lo encontramos. La diferencia es clara.
