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Professional Network
Those Going Quiet
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Smart Alerts
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Market Intelligence
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Activity Feed
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Inbox
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Message
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ACCOUNTING
Production
·
·
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Your Matters
—Active
—Total value
—Fee potential
—Exceptions
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Relationship
›
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THE FLYWHEEL
·
Business Development
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MARKETING›
The Studio
Draft
↺ replaces Mailchimp
authoring · audience · analytics in Alfred — delivery via ESP backend
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Templates
Upload standard templates — AI drafts documents in one click
Click to upload or drag and drop templates here
Reservation Contract, PPC, Due Diligence, KYC, Expense Breakdown…
Alfred
Specialist in Spanish property, immigration & corporate law
Alfred
Hello. I'm Alfred — your legal assistant specialising in Spanish property law, immigration, corporate matters and Spanish wills. How can I help?
Alfred
Spanish law · Property · Immigration · Corporate · Wills
No declared context
SEE AS
Declared context — Alfred names what it knows on arrival. Never a silent scope change.
Hello. I'm Alfred — your legal assistant specialising in Spanish property law, immigration, corporate matters and Spanish wills. How can I help you today?
Alfred draws on Spanish legal sources and internal firm knowledge. Always verify advice independently before acting.
Law — Alfred Lex
Alfred Lex
Laws indexed—
Articles—
Judgments—
Treaties—
Practice areas
Laws
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Admin
Spanish Legal Corpus
BOE legislation · Andalucía regulations · CENDOJ jurisprudence · Double taxation treaties
Search above or select a law from the sidebar to browse articles.
Jurisprudence — CENDOJ
Tribunal Supremo · Audiencia Nacional · Audiencia Provincial Málaga
Search by keywords, parties, ECLI, or topic.
Double Taxation Treaties
All ~100 CDIs Spain has signed — click to view key provisions
Select a country or search by keyword.
Case Documents
All indexed contracts, deeds, and property documents
Search by filename, client name, or case number. Populated from Kleos import.
Market Intelligence
Transactions
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Avg €/m²
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Min price
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Max price
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Market Intelligence
Proprietary Costa del Sol transaction data — sourced from Kleos case history
Search a location, urbanisation, or address to see comparable sales.
Property Intelligence
Property Intelligence
Institutional recall — what the firm holds on record for any property
Search an urbanisation, full address, or 14/20-digit cadastral reference to see the recall card.
Knowledge Bank
Knowledge Bank
Internal firm precedents & standard templates
Search or filter to browse precedents.
Settings
SettingsAccount & Privacy
Account & Privacy Your devices, your language, your data.
Active Sessions
Devices currently signed in to your account.
Sign-in & Devices
Devices that have signed in to your account. Revoke any you don't recognise.
Interface Language
Choose the language Alfred uses when responding to you. Morning Brief, Alfred chat, and section labels will follow your preference.
Currently — English
Privacy
Alfred collects anonymous, aggregated usage data to improve the interface. No individual actions, identifiers, or content are ever stored.
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Compiled for Peter · Reviewed by Alfred
People & Access
Staff Directory
The firm's staff list — used for responsible solicitor and originator dropdowns throughout Alfred.
Temporary Case Access
Grant a solicitor or paralegal time-limited access to a case outside of their assigned load.
| User | Case | Expires | Status |
|---|
Permanent Case Access
Grant or remove permanent case access for team members.
Compliance
GDPR Compliance
Franke & de la Fuente — Data Protection Obligations
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Alfred Sign-off Audit
Full record of every action Alfred has queued, approved, or rejected.
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Alfred
Workload Baselines
Capacity baselines used to compute workload index per role. Adjust to reflect actual firm expectations.
| Role | Max Active Cases | Max Pending Items |
|---|
Roles with fewer people than this are hidden
Pending Item Thresholds
Thresholds used to flag stale and urgently-aged items on the partner dashboard.
Items older than this are flagged stale
High/urgent items older than this are flagged
Case Health Scoring
Configure factor weights (must sum to 100) and severity thresholds. Changes take effect on next refresh.
Factor Weights (must sum 100)
Sum: —
Severity Thresholds (score ≥ N)
MasterMind — Automated Scoring
Schedule nightly case health scoring. Alfred processes cases oldest-first in a background thread. Manual run is always available regardless of schedule state.
10–200 cases · default 50
Run History
Last run: —
Cases scored: —
Errors: —
Next scheduled: —
Automation Coverage — Task Taxonomy
Adjust task weights and automation levels. Weight (1-100) controls how much each task contributes to the coverage score. Automation level: full = always automated, partial = sometimes automated, human = always manual.
| Task | Category | Weight | Automation | Active | Save |
|---|
Test Launch
Seed Wave 1 onboarding tasks for Peter, Julian, Jazmin and Álvaro. Idempotent — safe to run more than once.
Users & Roles
User Management
Create, deactivate, and reset passwords for team members.
| Name | Role | Status | Last login | ||
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Security
All Active Sessions
All sessions currently active across the firm.
| User | Device | IP address | Last active | |
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Login Policy & 2FA
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Require a verification code on login for selected roles
Email user when an unrecognised device signs in
Comma-separated role names
Don't alert if user just registered the device
Integrations
Email (SMTP)
Configure outbound email for portal invitations, magic links, and stage notifications. If not configured, email content is logged to the server console instead.
Stripe (optional)
Leave blank to use SEPA only. Webhook: /portal/client/tax/profile/stripe-webhook
✓ Stripe is active
Google Places API
Enable address autocomplete. Get API key →
No key set — address fields work as plain text
Email & Social
Connect Mailchimp to send email campaigns directly from the CRM wizard. Optionally connect Buffer for social scheduling.
Format: key-serverprefix (e.g. abc123-us6)
Portal
Portal Settings
Configure the client and agent portal — the base URL for email links and auto-invite behaviour.
Portal Agent Accounts
Manage referring agent / agency owner accounts. Agents log in at /portal/agent to see their cases.
Create Portal Agent Account
| Name | Agency | Owner | Active | Last Login | |
|---|---|---|---|---|---|
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Documents
Templates
Templates used in the AI Drafting tab. Upload DOCX files and use {{buyer_name}} and other placeholders — Alfred fills them automatically.
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Finance
Tax Fees
Fees stored here drive Alfred's auto-quotes for every tax case. MasterMind records every change.
Firm Bank Details
Used in SEPA payment block of every client proforma.
NR Client Import
Bulk-import legacy non-resident clients from NR_confirmed.xlsx. Place the file in the project root before running.
Invoicing
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Email Delivery
D30 / D60 / D90 reminder templates
A3 Accounting Export
Real Estate Agencies
Companies & Individual Agents
| Agency Name | Location | Partnership | Agents | Cases | Total Value | Last Referral | |
|---|---|---|---|---|---|---|---|
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Alfred's Suggestions
Review each suggestion and take action. Alfred never changes records without your approval.
Alfred is reviewing agency records…
| Name | Current Agency | Tier | Referrals | Total Value | Last Referral |
|---|---|---|---|---|---|
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Agent
Alfred Suggestion
Alfred — Internal Summary
Generating summary…
First name
Last name
Email
Phone
Mobile
Nationality
Address
Current Agency
Tier (visible to partners only)
Tier notes (internal)
Referrals
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Total Value
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Last Referral
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| Case # | Client | Property | Value | Agency at time | Date | Solicitor |
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Internal Notes
Loading CRM data…
Add Agent
Add Agency History Entry
Agency
Partnership status not yet reviewed for this agency. Mark as Active Partner or Not a Partner.
Agency Details
Contact person
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Email
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Phone
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Address
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Status
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Partnership since
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Contact frequency
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Last contacted
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Notes
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Relationship owner
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Partnership
Status
Partner since
Partnership notes
Period
Cases Referred
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Active Now
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Property Value
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Fees Earned
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Avg Deal Size
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Referrals — last 12 months
Property Value — last 12 months
Interaction History
Cases referred
| Case # | Client | Property | Price | Status | Date | Solicitor |
|---|
Agents
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Notes
Internal notes — commercial follow-up, relationship context, special arrangements.
CRM Intelligence
Tasks
Your work, your team's work, and case tasks — all in one place
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Mine
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Overdue
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Due today
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Total open
Reports & Analytics
Business intelligence from your case data
Total Cases
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in selected period
RE Cases
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real estate transactions
Avg Purchase Price
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RE transactions
Total Fees
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all services
Cases by Type
Cases by Status
Client Nationalities
Language Preferences
Cases by Responsible Solicitor
Cases by Originating Member
Top Real Estate Agencies
Cases by Office
Monthly Case Volume
Agency Performance
Top 10 agencies by number of cases
Top 10 agencies by property value (€)
Top 10 agencies by fees earned (€)
TAX
›
The Determination Surface
split-M absolute · Alfred assembles, Elena renders
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TAX & ACCOUNTANCY
›
Department
mgr
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Tax Clients
Post-sale tax services — Modelo 210 · Wealth tax · Rental income · Residency advice
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Active Clients
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Modelo 210
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Rental Income
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Filed This Year
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Welcome Queued
New Clients
Upcoming Contacts
All Clients
Proformas
Awaiting Assignment
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Contacts due in the next 30 days
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| Client | Services | Assigned to | Status | Next contact | |
|---|---|---|---|---|---|
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Awaiting Payment
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Payment Declared
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Declined
Payment Declared — needs confirmation
Awaiting Client Payment
Declined
Tax Profile
Tax Department
Client portfolio · Filings · Certificates · Documents
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Active Clients
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Pending Filings
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Certs Expiring
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Certs Expired
Portfolio
Filings
Certificates
Documents
🗂
No clients yet
Add clients manually or wait for Elena's import.
| Client | Accountant | Modelo | Period | Due | Filed | Status | File |
|---|
No filings match the current filter.
No certificates match the filter.
No documents uploaded yet.
Invoicing
Facturas · Honorarios · Gastos · Suplidos
TEST MODE ACTIVE — Invoices issued now carry no fiscal/legal value. Toggle off in Settings → Invoicing when ready for live operation.
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Issued
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Paid
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Overdue
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Total Outstanding (€)
Invoices
A3 Export
| Invoice # | Date | Entity | Recipient | Total (€) | Status |
|---|---|---|---|---|---|
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No exports yet.
Invoice
Open Items
Your cross-matter action queue
Firm Pending Items
Operational view — all open items across the firm
| Question / Item | Category | Priority | Age | Dept | Assigned | Status |
|---|---|---|---|---|---|---|
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AML / KYC Compliance
Ley 10/2010 PBCyFT — Identity verification & risk management
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Total Records
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Pending
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Complete
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High Risk
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Suspicious
⚠ Overdue Reminders
All Records
Suspicious
Policies & Training
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No suspicious activity flagged.
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Feedback
In-app feedback from the team
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Open
—
In Progress
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Resolved
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Total
| Title | Submitted by | Role | Date | Priority | Status | ||
|---|---|---|---|---|---|---|---|
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Data Reconciliation
Badge vs DB · Counts vs actual rows · Integrity across all 10 checks
Not yet run this session
FIRM
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OPERATIONS
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TAX DEPARTMENT
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REVENUE
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PIPELINE
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Inbox
Items requiring attention
Decisions
Partner voting & resolution
Tasks
Operational task board
Meetings
Log & action items
Contracts
Leases, insurance & service agreements
Vendors & Suppliers
Supplier register by category & office
People & HR
Staff directory, contracts, leave & evaluations
Documents
Drop a file — Alfred reads and classifies it automatically
Drag & drop documents here
PDF, Word, images — Alfred will read and classify automatically
Pulse
Full firm stats — updated every load
New cases opened
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Firm pending items
View breakdown →
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Automation coverage
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Financial key figures
Monthly · Year on year
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Satisfaction pulse
Clients
CLIENT PORTAL
No portal satisfaction data yet — responses will appear here once portal clients begin to interact.
Partners
REFERRING AGENCIES
No agency feedback yet — partner pulse will populate as referring agencies log activity.
Outstanding fee exposure
Agreed fees not yet fully received
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ALFRED Partner Intelligence
Ask about the full firm — analytics, financials, agencies, HR
Compiled for Partner · Reviewed by Alfred
UI Intelligence
Aggregate usage patterns — no individual data
Privacy by design. All data in this view is aggregate. No individual usage data is stored or displayed. Session tokens are random UUIDs that expire when the browser tab closes and are never linked to a user identity.
Total Events
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Top View
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Dead Click Hotspots
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Open Insights
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Insights
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Event breakdown by role
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Most visited views (last 24h)
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People
Team directory
Post-Sale Inbox
Awaiting Delegation
NIE Queue
Active Cases
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Hub
Business intelligence, financial control, and people management
Alfred · Partner Mode
Agency Classification
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—
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Keyboard: 1 Company · 2 Individual Agent · 3 Agency Owner · S Skip
Active Cases
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currently open
Revenue (YTD)
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estimated fees
Avg Purchase Price
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RE transactions
Agencies Active
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referring this year
Case Volume
Estimated Revenue
Top Agencies by Cases
Client Nationalities
Average Purchase Price
Property Locations
Practice Areas
Cases by Solicitor
Market Intelligence Documents
All Companies
| Company | Type | Total Revenue | Total Costs | Net P&L | Periods | |
|---|---|---|---|---|---|---|
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Company Detail
Select a company above to view financial records.
Active Partner Agencies
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Total Agents
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Agent Referrals (YTD)
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Transaction Value (YTD)
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Top Agencies by Cases (YTD)
Top Agencies by Transaction Value (YTD)
| Agency | Cases (YTD) | Value (YTD) | Tier | Entity Type |
|---|---|---|---|---|
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Top Agents by Referrals (YTD)
| Agent | Agency | Referrals (YTD) | Transaction Value (YTD) | Tier |
|---|---|---|---|---|
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Total Staff
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Partners
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Associates
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Offices
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This Week
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Add Leave Entry
All Leave
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Select a staff member to view performance data.
To log training or upload certificates, open the staff profile (Team tab → click a person → Training)
Select a staff member to view training records.
Staff Checklist
Select a staff member to view their onboarding checklist.
Role Templates
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HR policies and procedures
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Firm-wide HR document library
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Operations Command
Open Tasks
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Overdue
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Decisions Pending
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Contracts Expiring
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On Leave
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Decision Queue
Contract Deadlines
Priority Tasks
Alerts
HR Alerts
Leave Calendar
Supplier & vendor register
Staff meeting log with action items
Client services onboarding pipeline — NIE, portal setup, activation
Clients
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| Name ↑ | Nationality | Tier | Cases | Solicitor | Last Contact | Date Added |
|---|
No clients found
Try adjusting your search or filters.
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Client
Identity
Relationship
Cases
—
Last Contact
—
| Case # | Type | Role | Solicitor | Status | Date | Value |
|---|
| Date | Service | Case | Department | Notes |
|---|
Clients Referred
| Referred Client | Case | Date | Notes |
|---|
Referred by
Internal Notes
Network
Professional contacts directory
| Name | Firm | Type | Location | Phone |
|---|
No contacts yet
Add notaries, lawyers, brokers and other professional contacts.
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Contact
Contact Details
Linked Cases
No linked cases found.