A Custom AI CRM a CA Firm Runs Their Whole Practice On
Nexgale built FilingsCorner a bespoke, AI-powered CRM that turns scattered client messages and filing work into a single, private system of record — running on the firm's own network, with their confidential client data never leaving it.
The challenge
A chartered accountancy firm lives or dies by how well it keeps track of client work. FilingsCorner was managing client communication across WhatsApp and other channels while the actual work — filings, follow-ups, document requests — lived somewhere else entirely. Conversations and tasks drifted apart, and nothing acted as a single source of truth for where each client stood.
The firm also handles confidential client and financial data. Any system that touched it couldn't sit on the open internet or inside a generic third-party tool. The solution had to be theirs, kept inside their own environment, and built around how a CA practice actually works — rather than a generic sales CRM bent into shape.
Our approach
Nexgale designed, built, and operates a CRM made specifically for FilingsCorner — not a configured off-the-shelf product, but a system shaped around the firm's real workflow. Client communication channels, starting with WhatsApp, connect directly into the CRM, so messages and the work they relate to live in the same place.
AI is woven through the system rather than bolted on: it helps triage incoming client messages, handles routine communication, and keeps client work organised so nothing falls through the cracks. The whole thing runs on the firm's private network — the data stays theirs, inside their walls, and Nexgale keeps it running.
What we built
A single system of record
All of the firm's client work and communication is managed through one CRM, so every conversation, request, and task for a client sits in one place instead of being spread across inboxes and chat threads.
WhatsApp and multi-channel intake
The CRM connects directly with WhatsApp and the firm's other client channels, pulling incoming messages into the same system where the work is tracked and answered.
AI message triage and routine replies
AI sorts and prioritises incoming client messages and handles routine communication, so the team spends its attention on the work that needs a person.
AI-assisted organisation of client work
The system uses AI to keep client matters structured and on track, helping the firm see where each engagement stands without manual chasing.
Private, on-premise deployment
The CRM runs on the firm's own private network and is built for internal use only. It handles confidential client and financial data without being exposed on the public internet.
Outcome
FilingsCorner now runs its whole practice out of one system. Client messages that used to scatter across WhatsApp and other channels land in the CRM, get triaged by AI, and stay attached to the client and the work they belong to — so the team always has a current view of where each engagement stands, and routine back-and-forth no longer eats the day.
Because the system is theirs and runs on their own network, confidential client and financial data never leaves the firm. And because Nexgale designed it, built it, and keeps operating it, the firm got a working system — not another tool to babysit.
What it runs on
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Tell us the work slowing your team down. We design, build, and run the AI that handles it — in your stack, with your data staying yours.