For advisors, lawyers, CPAs, and estate planners with cross-border clients
Koravi reads every client file and tells you the next move.
It scans every client's structures, assets, and deadlines around the clock — then surfaces the exact opportunity or risk, why it matters, and what to do next. You review and act. Nothing slips, nothing walks out the door.
Everything
scattered across your email and folders
Every client
with needs you're not seeing
One place
where it finally all comes together
Fully branded to your practice
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
It works your whole book while you sleep.
Koravi isn't practice management. It's an analyst that never sleeps — monitoring every client, surfacing missed opportunities, and telling advisors exactly what to do next.
It watches.
Every client swept continuously. The moment a deadline nears, an asset moves, or a structure goes stale, Koravi sees it.
It finds.
Koravi runs every client against a library of cross-border patterns and flags what needs attention — before it becomes a problem or a missed opportunity.
It hands you the next move.
Every finding comes with why it matters and the exact next step, in English and Spanish. You accept it as a task, dismiss it, or snooze it.
The input
Everything Koravi needs — without lifting a finger.
Your firm already produces the data. Koravi just listens to the channels you already use — and turns the noise into structure.
Drop a file.
Koravi reads it, tags it, files it against the right client.
Connect an inbox.
New client emails and attachments become structure, not clutter.
Speak after a meeting.
Voice notes turn into next actions, deadlines and follow-ups.
Sync your calendar.
Filings and review dates surface before they slip.
Chat on WhatsApp.
Clients forward docs, photos and voice notes on the channel they already use. Advisors query Koravi the same way.
What it catches
The kind of things Koravi catches on its own.
Real patterns it surfaces across your book — so the next matter finds you, instead of the other way around.
A deadline approaching with no supporting document on file.
A structure that's gone dormant — likely overdue on a filing.
A trust, foundation, or holding missing its core formation document.
Significant estate value with no will or incomplete succession documents.
Assets spanning several jurisdictions — flagging double-taxation risk or a treaty opportunity.
An offshore asset with no matching tax-residency information.
A client changes tax residency — Koravi flags the structures, accounts, and filings now exposed.
A new foreign asset appears with no matching structure or compliance trail.
Koravi knows the thresholds and filing rules across the jurisdictions your clients touch — and tells you the moment one is crossed.
How it works
Your practice, always in motion.
Your agents watch every client, every day. You stay in control of every move.
Koravi detects and flags — it never advises your client and never contacts them. Every move is yours to approve.
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. No advisor can track all of it by hand. The ones who put an always-on system on every client 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.
Questions advisors ask before they start.
No. Koravi is advisor-facing only. It detects and flags issues for you — it never communicates with your client and never gives legal or tax advice. Every action is yours to review and approve.
Koravi is built for cross-border work. It tracks structures, assets, and deadlines across the jurisdictions your clients actually touch, and knows the filing rules and thresholds for each.
Your data is yours. It stays yours, it's exportable in full at any time, and nobody contacts your clients but you. Koravi runs under your brand — your clients never see anyone else.
Only if you tell them. Koravi is fully white-labeled — your portal, your name, your brand throughout. To your clients, it's simply your practice working at a higher level.
Not at all. If you can use email, you can use Koravi. There's nothing to install, configure, or maintain — you open one screen and your findings are waiting, sorted by priority. The technology runs in the background; you just review and act.
No. Koravi is the extra capacity — it does the continuous monitoring and follow-up that would otherwise take a full-time analyst, without adding to your payroll. A small firm gets the reach of a much larger one, with the team it already has.
Two ways. It saves time by doing the work you can't do by hand — sweeping every client, catching every deadline and gap, and drafting the next step so you never start from a blank page. It makes money by surfacing the next matter on clients you already have, so fees you'd have missed stay in your practice instead of walking out the door.
You load your clients' structures, assets, and documents, and Koravi starts sweeping immediately. No long implementation — in the demo you'll watch it run on your own clients and surface findings on the spot.
No — it sharpens it. Koravi does the continuous watching no human can do by hand. You decide what's right for each client. It removes the blind spots, not the advisor.
An affordable monthly subscription per firm, with tiers that scale as Koravi takes on more of your practice. Book a demo for pricing.
Still have a question? Let's answer it on a 30-minute demo.