Tax live · Immigration in early access

Inbound inquiries become consultant-ready briefs — in any EU language.

Portiva is an AI intake platform for European advisory firms. We qualify new inquiries, collect the right facts in the client's language, and deliver a structured brief before a consultant opens the case.

Book a 20-min demo Explore tax intake
Multilingual intake Structured briefs 24/7 first response GDPR-ready
30–40%
of senior time spent on first qualification
~5 hrs
per week on repetitive intake questions
1 in 4
leads lost to slow or missing first response
< 2 min
median first response with Portiva
Why change now

Slow intake costs more than you think.

Without Portiva

Inbound leads sit unanswered for hours or days
Senior consultants repeat the same first questions
Multilingual clients take longer to start
Lead information arrives incomplete and unstructured
Scaling requires proportional hiring

With Portiva

Every inquiry gets a response in under 2 minutes
Consultants open a pre-qualified, structured brief
Intake runs in any EU language, automatically
Every case arrives with facts, urgency, and next steps
Handle more inquiries without proportional hiring
Product proof

From messy inquiry to structured
case brief in minutes.

Not AI magic. A workflow tool with a real output your team can act on immediately.

01 INCOMING

Client inquiry

MR
Marco Rossi
"I moved to Germany from Italy last year, I work remotely for a US company, and I'm not sure where I'm tax resident or what I need to file…"
via intake.portiva.eu · 2 min ago · IT
02 PORTIVA INTAKE

Structured collection

residenceGermany (since Mar 2025)
citizenshipItalian
employmentRemote, US employer
incomeSalary + freelance
urgencyFiling deadline in 6 weeks
languageEnglish preferred
85% complete
03 CONSULTANT BRIEF
Case #2847 — Tax BriefReady for review
Issue typeTax residency + DTA
ClientMarco Rossi, IT → DE
Key unknown183-day rule status
Missing docsEmployment contract, IT tax return
UrgencyMedium-high
Next stepDTA review, request docs
How it works

Three steps. Zero admin overhead.

01

Client starts the conversation

Via hosted link, website widget, or Telegram. Portiva engages instantly, in their language. No waiting, no forms, no phone tag.

02

Portiva collects structured data

Asks the right first questions based on the scenario. Builds a case profile in real time. Requests documents when needed.

03

Your team receives a ready brief

Client facts, issue classification, missing documents, urgency, recommended next step. Your consultant starts with context, not chaos.

Platform

One intake engine. Built for advisory verticals.

Starting with tax. Immigration coming soon. Same core, different expertise packs.

● Available now

Portiva Tax

Turn inbound tax inquiries into consultant-ready briefs. From first contact to structured case — automatically, in any EU language.

ResidencyRelocationFreelancerDTAExpat filingCross-border
Explore Portiva Tax
Early access — 2026

Portiva Immigration

Turn visa and permit inquiries into structured case briefs for immigration advisors.

Work permitDigital nomadFamily reunificationFounder route
Join immigration early access
Firm workspace

What your team sees every morning.

Desktop-first workspace. Queue, briefs, documents, assignment — everything to turn intake into billable work.

workspace.portiva.eu
New inquiries
In progress
Docs needed
Completed
Settings

New inquiries

4 new
Marco R.Tax residencyIT → DE2 min ago
Sarah K.Freelancer taxEN18 min ago
Pierre D.Expat filingFR → DE1 hr ago
Yuki T.Double taxationEN → DE3 hrs ago
Pilot-ready
Live with first partner firms

"We needed a way to handle first inquiries without tying up senior advisors. Portiva gives us a structured brief before we even pick up the phone."

— Managing partner, DACH tax advisory firm (pilot)
EN · DE
Multilingual intake, brief in your language
Security & compliance

Built for client-sensitive workflows.

🛡

GDPR-aware design

Data processed and stored in the EU. Consent management and retention policies built in, not bolted on.

🔒

Encrypted & access-controlled

TLS in transit. Role-based access. Your data stays in your workspace. No cross-firm leakage.

👁

Human review built in

Every brief is reviewable. Optional human escalation at any step. No black-box automation.

Review full security overview
Low-risk start

Start with a pilot,
not a big rollout.

Try Portiva with one intake flow, one team, clear success metrics. See the value before committing.

14-day pilot period
1 intake flow configured for your practice
1–2 languages supported
Success metrics agreed upfront
Hands-on onboarding support
FAQ

Common questions.

How is this different from a chatbot?
A chatbot answers questions. Portiva collects structured intake data, builds a case profile, and generates a consultant-ready brief with issue classification, missing documents, and recommended next steps. It's a workflow tool, not a Q&A widget.
Is client data safe?
Data is encrypted in transit, processed and stored in the EU, with role-based access and clear retention policies. GDPR compliance is built into the product architecture, not added as an afterthought.
What languages are supported?
Currently English and German, with French, Italian, and Spanish being added. The platform detects the client's language and conducts the entire intake in it. The generated brief arrives in your team's working language.
How long does setup take?
A typical pilot is live within days. We configure one intake flow for your practice area, set up your workspace, and onboard your team with hands-on support. No complex integration required to start.
Can I customize the intake questions?
Yes. Each intake flow is configurable — you choose which questions to ask, which documents to request, and how cases route to your team. The system adapts to your practice.
What does the output look like?
A structured brief: client profile, probable issue type, key facts, missing information, documents needed, urgency, and recommended next step. Your consultant opens a case that's ready to work on.
How much does it cost?
Pricing depends on team size, intake volume, and languages. We start with a 14-day pilot so you see value before committing. View pricing details or book a demo to discuss fit.
Get started

See Portiva in action
for your firm.

Book a demo, request a pilot, or tell us about your workflow. We'll show you exactly how Portiva fits your practice.

20-minute product walkthrough
See a real tax intake and brief
Discuss pilot fit for your firm
No commitment, no credit card
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