For cross-border advisory firms
Know every client deeply enough to see what they need next.
You design structures that live for decades — but once they're in place, you lose track. Deadlines slip, clients change, assets move, and the next matter goes to someone else. Koravi tracks every client's structures, deadlines, and life changes across borders, so you always see the full picture and know what to offer next.
See your whole practice in one place. 30 minutes.
Sound familiar?
It's not that you're disorganized. You've never had a system built for this.
You're a small firm doing the most complex work there is — and nobody ever gave you the tools the big firms have. So it all falls on you, manually, one client at a time.
Nothing is in one place.
A client emails a question, and you spend ten minutes digging through old threads just to remember their full situation before you can answer. Every time.
You can't sell what you can't see.
You don't track where each client is in their life — so you miss what they need next. They end up buying it from someone else, not because you couldn't help, but because you never saw it coming.
The money's already in your book.
Every past client keeps generating needs. But following up on all of them by hand is impossible, so you don't — and the fees just sit there, uncollected.
How many of your clients are about to need something you cannot even see?
How it works
Imagine opening one screen and seeing everything.
Koravi isn't practice management. It's one thing done exceptionally: understanding your clients well enough to grow with them.
Track every structure, deadline, and asset.
Every LLC, foundation, trust, and succession plan — with its deadlines and the assets behind it — monitored continuously. You never miss a date again.
Understand the whole client.
When a client moves countries, buys property abroad, or opens a new entity, you see it. The full picture stays current — not scattered across your inbox.
Anticipate the next matter.
With the full picture, the next need becomes obvious — the exposed structure, the missing will, the new filing. You offer it before the client looks elsewhere.
Keep the work in-house.
When a client needs something adjacent — tax, asset protection, estate, structuring — you keep the relationship instead of referring it away and losing them.
How it works
Your practice, always in motion.
Your agents watch every client, every day. You stay in control of every move.
Why now
The advisors who finally see their clients will own this decade.
Cross-border work only gets more complex — more rules, more filings, more at stake for every client you serve. The advisors who centralize and truly understand their clients will keep them and grow. The ones still working out of an inbox will keep losing them, quietly, one missed need at a time.
Positioning
The big firms got the technology. Now you do too.
Your data
Your clients. Your data. Your name on everything.
Your clients stay yours. Nobody contacts them but you.
Your data leaves with you, anytime, in full.
Your brand, front and center. Your clients never see anyone else.
See your whole practice — finally in one place.
Book a 30-minute demo and watch it work on your own clients.