“What volume discount has Berral agreed?”
12% from 400 units per order, reviewable each calendar year.
Berral framework agreement· p.7
The platform
Everything your company knows and does, with nothing to wire up
One request cites the contract, creates the client and books the review — and all three are recorded by the same rule. That is not something you get by integrating five tools: you get it by not having five.
Knowledge
What your company knows, searchable — and only for whoever should see it
You drag in a PDF, a Word file, an Excel sheet or plain text. It is searchable in seconds. And if something fails on the way up, it tells you why.
Two layers of control sit on top. First you decide who sees it: public, team-wide or admins only. Then, document by document and person by person: read, manage, or no entry. Denial always wins.
In detail
- PDF, Word, Excel and text
- Visibility by audience: public, team-wide or admins only
- Permissions per document and person, recording who granted them
- You search by what the document says, not by what it is called
- You know who has read, downloaded or searched each document
- You delete a document and it goes entirely, searches included
Connections
The pages you care about come in on their own, and flag it when they change
You paste the address of a public page: an official gazette, a trade association circular, your own website. Voti reads it and indexes it like any other document, with its origin marked. What you watch is checked daily; your own site, weekly. And if an address stops answering, it is parked and you are told.
When a page changes, it lands in your morning alert. And with it, up to three of your own documents that resemble it. They are called related, not affected: this is proximity between texts, not a legal reading. Voti does not interpret the rule. It tells you what has moved, and where to start.
In detail
- Daily checks on what you watch; weekly on your own site
- The text joins your library and is cited like any other document
- External origin is marked, kept apart from what your team uploads
- A morning alert when a watched page changes
- Up to three of your documents related to that change, by text proximity
The assistant
The intelligence that uses the product for you
Potens answers with the indexed documents and cites which one and what page. When what it retrieved does not cover the question, it says so instead of filling the gap, and the question is logged with no author in the pending-knowledge list.
And it operates: it creates clients, checks availability, books, reschedules, cancels, opens deadlines, lists the day’s calendar and generates documents from your templates. What can be undone, it does; what cannot, it asks first. Every read and every denial land in the log with Potens as the actor.
Clients
Every client, with everything of theirs behind them
Each client is a record: legal name, tax ID, address and the tags your team files them under. Hanging off it are their contact people — with role, email and phone — the history of what has happened, the team’s notes, the linked documents and their case files. The origin of the record and the person responsible stay traced.
You import your CSV or your Excel and map which column is which field. Voti validates the emails, skips duplicates and tells you how many came in, how many were skipped and how many failed. If one record clashes with another, it blocks it and stores the reason.
In detail
- A record with legal name, tax ID, address and tags
- Several contact people per client, one of them primary
- History, notes and linked documents on the record itself
- Case files opened per client
- Active or archived: a register, not a sales funnel
- Traced origin for every record, with an assigned owner
- You import your CSV or your Excel, mapping which column is which field
- Load summary: imported, skipped and failed
- A conflict list that blocks intake and stores the reason
Calendar and deadlines
A deadline has an owner, an urgency and a notice
The calendar has day, week and month views, type and location per meeting, and team availability by day and time slot. Deadlines are something else: type, due date, owner and status, with a severity that comes from the days remaining.
Every morning, what is critical reaches whoever it falls to. In the app and by email, in their language. You switch it off with one toggle. Before a meeting you ask for the brief: what is on record for the client and their documents. It is a brief to prepare with, not minutes. Voti does not record or transcribe.
In detail
- Day, week and month views
- Type and location per meeting, with attendees
- Deadlines with type, due date, owner and status
- A daily alert for what is critical, in the app and by email
- Each person receives it in their language, and you switch it off with one toggle
- Prepare the meeting with what is already on record for the client
- Team availability by day and time slot
Documents
Your templates, filled in with the data already inside
A template is a .docx with variables or a PDF with fillable fields. It works with your templates exactly as they are: variables are detected on their own.
On generation, client data comes from their record and the issuer block — legal name, tax ID and address — comes from Settings. You download the document as Word and as PDF, and it is stored with the exact values used and the record it came from. What is generated does not go back into knowledge: what the company produces cannot later be cited as what the company knows.
In detail
- .docx templates with variables, and PDF forms
- It works with your templates exactly as they are
- Filled in from the client record
- Issuer block with legal name, tax ID and address
- You download the document as Word and as PDF
- Each document keeps the values it was generated with
- Generation under explicit confirmation, including when Potens asks
Team and control
You know who has touched what
You invite with a single-use link. It expires, and you revoke it while nobody has used it. Whoever comes in arrives with their role already set. They sign in with a password or with their Google account. And if you require two-step verification, anyone who has not set it up does not get in.
Every access lands in the audit log with its actor, the resource, the moment and the outcome — and the actor can be a person or Potens. Global search (Ctrl K) covers clients, documents, meetings and conversations, and returns only what the person searching is allowed to see.
In detail
- You assign each person the role they come in with
- Single-use invitation link, with expiry and revocation
- Sign in with a password or with a Google account
- Two-step verification enforceable across the organisation
- Audit log with actor, resource, moment and outcome
- The recorded actor can be a person or Potens
- Global search, limited to what each person may see
- A notification inbox per person
- You see how much of your plan you have used, at any moment
- Organisation export and deletion from Settings
One product, not five wired together.
Bring your documents and your clients, invite your team and check it for seven days. From €59/month, no lock-in.