Marketing & automation systems for business

For accountants, lawyers and payroll consultants

Marketing and automation systems for professional firms.

New clients for the firm, and fewer hours lost to emails, documents and deadlines. Ovia prepares the work, then stops: every step that matters is yours to approve.

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  1. Prepared by Ovia · Call analysis2026 tax returnGiulia Fadda · 1 value to confirmWaiting

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A firm’s morning, in one minute

  1. 8:30

    Everything arrives at once.

    Emails, certified mail, client documents, calls. Every channel wants attention at the same time.

  2. 8:31

    Ovia reads and connects.

    Every call, email and document is linked to the right client and case, with no duplicates.

  3. 8:33

    It prepares the work.

    Updated records, documents and replies are ready, in the firm’s tone. No invented figures.

  4. 8:34

    Then it stops. It waits for you.

    The blue dot marks every step that needs a person. Nothing goes out on its own.

  5. 8:40

    You decide. The rest is done.

    You approve in a few gestures, and the day restarts from the work that really matters.

    Try it below
  • Emails
  • Documents
  • Calls
  • Certified mail

Build your system. Five pieces, one minute.

It’s the flow Ovia runs every day on real cases, adapted to your firm. Wherever you see the blue dot, it’s your turn.

  1. Firm
  2. Listens
  3. Understands
  4. Assesses
  5. You approve

Piece 1 of 5

What kind of firm are you?

Ovia is built on your firm’s own process, not on a generic template.

Demo example with made-up names and data.

Real case · Rialziamoci Italia

Ovia was born where a mistake costs the most.

The first Ovia system runs the pre-assessment of debt-relief cases for Rialziamoci Italia, from the first call to the freephone number to the official documents. The flow you just built comes from there.

  1. 01

    Freephone

    The operator answers and records. The case is created on its own, with no duplicates.

  2. 02

    File

    Debt, assets and income in bands: traffic light and urgency from the very first call.

  3. 03

    Interview

    The second call becomes a full record: creditors, amounts, issues, documents.

  4. 04

    Approval

    The analysis stays a proposal. An operator checks it, corrects it and signs.

  5. 05

    Documents

    Five official documents in PDF and Word, in the client’s folder.

  6. 06

    Decision

    The owner decides whether to proceed. Then the case moves to whoever handles it.

The rules that stay the same in every firm

No invented figures

Anything the client didn’t state for certain stays “not quantified”.

Many calls, one record

Information adds up with no duplicates. If two calls disagree, a person decides.

Nothing goes in without a signature

Until someone approves, the case, the assessments and the dashboard don’t change. The approver’s name stays in the log.

Every step logged

Edits, calls, approvals: who did what and when, always available.

The same method, built on your firm’s own process.

Luca Lorenzo, founder and CEO of Ovia
Luca LorenzoFounder and CEOOur story

For debt-restructuring bodies, crisis managers and consultants

A suite that follows the case from opening to discharge.

Four ready tools, each sold on its own, with a person approving every step. Live in ten days, configured by the firm without a developer. Italian only for now.

For condominium administrators

Condominium arrears handled as a procedure.

Reminder, formal notice, a page for the debtor, a ready file for the lawyer: every arrear has a stage, a deadline and the next letter ready for approval. Italian only for now. €990 activation.

Waiting list open · for accountants and employment consultants

Ovia Radar: be the first to reach the new companies in your area.

The new-company radar for professional firms. It reads the Italian Business Register every night; in the morning it shows you the companies just set up near you, with a reason to introduce yourself; it drafts the first message when you ask. It never sends anything on its own. The first 30 professionals join at €29 a month instead of €49. Italian only for now.

15,000+
cases handled with the software we built
30 minutes
for the Process Check, no obligation
Olbia, Italy
home base, operating arm of L3 Innovation Srl

They chose Ovia

  • Eurofiltri Group
  • Rialziamoci Italia
  • L3 Innovation
  • Lucrezia Trabucco, biologa nutrizionista

One method, four steps.

No sudden transformation: we start from the problem that costs you most and solve it with a result you can measure.

  1. Process Check

    Thirty minutes on your real workflow: where time is lost, where clients are lost.

  2. Plan

    We propose what to build first, with costs, timing and the expected result in writing.

  3. Build

    We build the system on the tools you already use. Your team tests it before it goes live.

  4. Measure and improve

    We measure hours saved and clients won, and improve the system month after month.

Responsibility stays with people.

Strategy and security make the money. Artificial intelligence is the tool.

Human approval

No sensitive message goes out without the go-ahead of someone on your team.

Data under control

Role-based permissions, a log of every change and, if needed, installation on your own servers.

Compliance

Systems designed in line with the GDPR, the EU AI Act and Italian Law 132/2025 on artificial intelligence.

No training on your data

Your clients’ data is never used to train external models.

Frequently asked questions

The questions people ask us before getting started.

What is Ovia, in plain terms?

Ovia builds tailor-made artificial intelligence systems for professional firms and SMEs in Italy. They handle repetitive work, such as email, documents, calls, deadlines and new enquiries, while you and your team focus on clients. We don’t sell software to install: first we observe how you work, then we build the system around you.

How are you different from companies selling software or a chatbot?

In where we start. Anyone today can buy a subscription to an AI tool. The value lies in deciding what to automate, how to protect your clients’ data and how to measure the result. For us, strategy and security make the money; AI is the tool. That’s why every project starts from an analysis of your workflow, not from a product demo.

What is the Process Check?

It’s the first step: thirty minutes on a video call about your real workflow. We look at where the time goes, what gets repeated and where information gets lost. At the end you know which tasks can be safely automated, how much time can be recovered and where it’s best to start. No jargon.

Is my clients’ data used to train ChatGPT or other models?

No. We use providers and configurations that exclude the use of data for model training, and we put it in writing. Your clients’ information stays in your system and isn’t read by anyone outside your firm.

Can I use AI in my firm? What does Italian Law 132/2025 say?

Yes. Art. 13 of Italian Law 132/2025, in force since 10 October 2025, allows professionals to use AI for instrumental and support activities, provided that intellectual work remains predominant and the client is informed in clear language. Ovia systems are designed exactly this way: the system proposes, the professional decides. We cover it in detail in this article.

What services do you offer?

Seven systems that can be combined: Ovia Second Brain (the firm’s memory), Ovia Inbox (email), Ovia Lead Generation (new clients), Ovia Calls (from phone call to action), Ovia Documents (collection and reminders), Ovia AI-Ready Websites and Ovia CRM.

How much does it cost?

It depends on what we build, because every system is tailor-made. In general there’s a set-up fee and a monthly fee covering maintenance, updates and human support. We give you precise figures only after the Process Check, when we know what’s really needed and how much time it saves you.

How long before I see the first results?

The first working core usually arrives 3–4 weeks after the Process Check, on one area and a small group of clients. We start small on purpose: first we measure, then we extend.

All 40 frequently asked questions

Press and hold to book

Waiting for you

The next step is your call.

Thirty minutes with us: we show you where the time goes, what can be safely automated and where it makes sense to begin.

No obligation. We work with a few clients at a time.