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← All results// Case study 05 · Web Upgrade + assistant · anonymised
Modernisation + AI assistant for an advisory firm
Web Upgrade + assistant · anonymised
Client anonymised throughout — described only as a Rotterdam accounting office. Outcomes will be reported once live; nothing is invented here.
Full scope designed, security & AVG layer specified, staged delivery.
Before — Problem
- ✕ Outdated site — strong offer, weak first impression
- ✕ Enquiries handled ad hoc — no structured lead capture
- ✕ Same qualifying questions asked by phone, repeatedly
- ✕ Content depends on one person — no approval pipeline
- ✕ No documented data-processing agreement for digital tools
After — Resolution
- ✓ Modern mobile-first site with structured enquiry pathways
- ✓ AI assistant qualifies intent — hands off to a human adviser
- ✓ Hard guardrail: qualification only, no tax advice
- ✓ Content engine: draft → human approve → publish
- ✓ AVG layer signed before live data processing begins
Architecture
Staged delivery — six phases. Sequential sign-off gates. No launch dates claimed — go-live when the client is ready. Download the timeline for a printable version to share internally.
The Build
Three integrated systems being built across six delivery phases.
01
Map & scope
Automation Map, scope lock, AVG requirements. Gate: signed scope document.
02
Web foundation
Modern site, lead capture, staging review. Gate: client approves staging.
03
Qualification assistant
AI intake, no-tax-advice guardrails, UAT. Gate: assistant behaviour signed off.
04
Content engine
Draft → human approve → publish pipeline. Gate: first piece approved.
05
Security & AVG
Verwerkersovereenkomst, scoped access, EU hosting. Gate: AVG signed.
06
Verify & handover
UAT, README, optional care. Gate: client sign-off — go-live when ready.
Web upgrade & lead capture
- · Mobile-first site aligned with professional advisory positioning
- · Structured enquiry forms — not a generic contact box
- · Architecture ready for an embedded qualification layer
Lead-qualifying AI assistant
- · Intent routing: new client, existing client, general topic
- · Collects only what is needed to qualify — not tax records
- · Cannot provide tax, legal or financial advice — enforced in design
- · Human handoff with full context for the adviser
Human-approved content engine
- · AI-assisted drafts aligned with firm voice
- · Every piece reviewed before publish — nothing auto-publishes
- · Audit trail: who approved what, when — on request
AVG & data safety
For advisory firms, data handling is not optional. The AVG layer is specified before any live processing begins. This is process documentation — not legal advice.
Human-in-the-loop
Nothing publishes or deploys without your approval.
Service accounts
Scoped permissions — no passwords over chat.
EU data
Hosting and processing within the EU.
Data minimisation
Assistant collects enquiry metadata, not client dossiers.
Logged & auditable
Who did what, when — available on request.
No lock-in
README + handover to any developer.
General playbook for all engagements: How we keep your data safe (PDF) ↓. Engagement-specific AVG detail in the downloadable sheet above.
Hard boundary
Qualification only — no tax advice
The AI assistant routes and structures enquiries. It does not interpret legislation, access client filings or replace a qualified adviser. This boundary is enforced in system design — not buried in small print.
Stack
Next.jsFastAPILangGraphTailwindEU VPS
Proof
Customer-facing portal assistant
Qualification assistant in the customer portal.
Measurement
6-phase delivery, AVG layer specified · anonymised · in delivery.
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