AI CRM for law firms
I am a lawyer in Ji-Paraná, in the countryside of Rondônia, Brazil. I was losing leads on WhatsApp, hunting for documents in folders, and copying client data into contracts. So I built Banca: Claude does that work with me, every day, in my firm.
The agent replies on WhatsApp, understands the case, asks for the missing document, and calls me only when it is worth it.
Reads what the client sent, figures out what each file is, renames it, and files it in the right place.
Pulls the data from the conversation and generates documents ready to sign. I review them before they go out.
Remembers the promised follow-up, the payment that came due, and tomorrow’s meeting.
Reads incoming court notices and puts each deadline on the calendar.
“Who sent an invoice and did not sign?” “How much came in this month?” I ask in plain language and it answers.
I gave Claude 36 tools of its own (via MCP) to work inside the system: read a conversation, look up a lead, generate a document, record a signature, create a follow-up and a payment charge.
Anything that goes out to a client passes through me first. No money or message moves without approval.
Banca does not give legal advice to anyone. It organizes the firm’s work; the lawyer makes the decisions.
I am Cezar, a lawyer. Not long ago, code was something from another profession to me.
I started building with Claude Code to solve my firm’s problems. It worked, and I never stopped. Today I design the system and make the decisions; Claude writes, reviews, and operates it with me.
Everything on this page was built this way, since May 2026.
All of it with Claude Code, and in real use.
Online store, point of sale, inventory, invoicing, and CRM for a real store. Estrelinho lives inside it: the owner asks “how much did I sell today?” right there, and when Estrelinho finds an error, it opens a fix request and the system repairs itself.
The official Claude extension did not do what I needed, so I built my own. Claude Code uses my browser, already logged in, with each agent in its own tab. When a task takes five steps, Ponte turns it into a single tool, and Claude itself notes what could be improved in it. It keeps spending less and doing more.
Understands the order the way the customer writes it, checks the menu, and enters it in the point of sale.
Reads the electricity bill in PDF and finds, month by month, the tax overcharged on solar energy.
I search court decisions without leaving the conversation, and search my own files by meaning.
Signs in to court portals by generating the authenticator code, with a safeguard so the account does not get locked.
Bible study guides published on the web and lyric videos for the projection screen, synced to the voice.
Hunts for promotions, generates the affiliate link, and posts to WhatsApp groups.