Manage your clients, not piles of paperwork.

Make month-end work visible

Ask Olric to organise PDFs, photos and spreadsheets by client, period and document type. It can surface missing fields and unresolved items instead of hiding uncertainty behind a polished answer.

• Separate incoming and outgoing invoices
• Create client folders by period
• Prepare a missing-document list

Example instruction“Classify this month’s invoices by client and list anything that still needs attention.”

Turn statements into a review table

Bank statements arrive in different layouts. Olric can extract dates, descriptions and amounts into a consistent working table, highlight duplicates and leave the accounting decision to you.

• Read PDF statements into a table
• Search by date, amount or description
• Flag unusual or repeated movements

Turn regulatory monitoring into a routine

Schedule a digest for topics that matter to your practice. Olric can summarise new material with its source and date and clearly separate a summary from a professional interpretation.

• Receive a morning digest
• Compare changed passages
• Create a client or team checklist

Ask for the work list from Telegram

When you are away from the desk, ask which client files are waiting and why. Olric works from the folders and applications you have approved, and should ask for confirmation before consequential changes.

Example instruction“Summarise clients with approaching deadlines and the documents still missing.”