"How's my case going?" gets an answer.Orbi gives it for your firm.
Deadlines, missing documents and the status of each case: Orbi answers with what your team logged and passes the professional what needs their judgment.
Andreanow
What Orbi did
Fewer billable hours lost to chat
Low-value questions stop interrupting your professionals.
Documents arrive complete
Orbi tells each client what's missing and when it's due.
Every client knows how their case is going
Orbi answers the status, not a professional.
What Orbi does in your firm.
What Orbi did: Sent Andrea the documents needed for her income tax returnAnswers which documents are needed
For each filing, from your instructions: what to send, in what format and by when.
How Knowledge works- What Orbi did: Sent Mario the status of his state tax registration
Reports the status of each case
Each case is an order with its status and the person in charge, and Orbi answers with the latest.
How Orders works - What Orbi did: Logged a quote request for an estate case
Logs quote requests
He takes the case, the client's details and the urgency, and leaves it for the professional to price.
How Orders works - What Orbi did: Passed Ms. Suárez a question about a dismissal
What needs judgment goes to the professional
A technical or legal question goes to the professional in charge of that client, with the whole conversation.
How Chats works
Orbi Copilot
Ask for what you need. Orbi does it for you.
Orbi is also your team's copilot. Ask him in your own words to find a customer, create an order, update your catalog or give you the week's numbers, and he shows you every change before saving it. You get time back to grow your business.
- Contacts:
Find the students who owe this month's fee
- Orders:
Which repairs are ready for pickup?
- Catalog:
Update the price of the full car service
- Metrics:
How many quotes were approved this month?
Orbi
Martinanow
Income tax 2025
- #1204MarioComplete, in review
- Send Andrea what she's missing?Approve
On your channels and in your systems.
Your clients write on WhatsApp or your website, and Orbi works with the documents and systems your firm already uses.
See all appsChannels
- Your website
Apps for firms
Google Drive
Google Sheets
Xubio
Colppy
Odoo
Questions from firms.
Still have a question?
Message us on WhatsAppNo. He answers about documents, deadlines, fees and statuses. A question that needs judgment goes to a professional.
Each case is an order with its status, which your team updates from the Panel. Orbi answers with the latest.
He logs the request with the case details. The professional sets the fees and Orbi generates the PDF with your template.
Your team, from the Panel. Each conversation stays on the client's record with its history.
You start with a 7-day free trial of the Pro plan, no card needed. Then you pick the plan based on the channels your business needs.
Still have a question?
Message us on WhatsAppHow to get started
Start working with Orbi in minutes.
- 7 days of the Pro plan, free
- No card needed, instant access
- No coding needed
- 1
Create your account
All we ask for is your business name, and you are in your Panel.
- 2
Tell Orbi how you work
Add your catalog, your hours and what it needs to know about your business.
- 3
Connect your channels
WhatsApp, Instagram and your website. From then on, Orbi attends 24/7.