Automate follow‑up for every client.

Manage more cases, without working longer days.

One workflow, created once and reused for every new client.

Book a demoWatch the video

30 min · A demo tailored to your profession.

Agency view

NIDRIACasesDetails
EN
CMCamille MartinCompany formationIn progress

3 / 5 steps completed

  1. Information
  2. Documents
  3. Signature
  4. Filing
  5. Completion
4

Preparing the filing

In progress
Assigned to
Julie M.
Due date

Case documents

Service mandateSigned

Camille Martin’s mandate is signed. The team is preparing the filing; this step is still in progress.

Client view

NIDRIA
Company formation

Preparing the filing

We are preparing the next part of your process.

  1. Information
  2. Documents
  3. Signature
  4. Filing
  5. Completion
Service mandateSigned

Camille Martin’s mandate is signed. The team is preparing the filing; this step is still in progress.

Talk to your adviser
Julie M.

Your mandate is signed. We are preparing the filing and will keep you informed of the next steps.

Fictional exchange. No message sent.
Fictional client example
  • Prospects, clients and companies
  • Built-in electronic signatures
  • Contact import

THE PROBLEM

The same tasks. For every new client.

Your team waits for documents. Your client waits for an update.

Agency side

Client fileDocuments

Missing document

Proof of address

Reminder to prepare

Find what is missing. Prepare the reminder.

Client side

Have you received my document?

How is my application progressing?

Wait for confirmation. Ask for an update.

Your workflow

You know the steps by heart.

Your method, reused for every client.

Follow-up time saved

1 hr 18 min

across 3 clients

Simulation · fictional durations

I gather the documents, then follow the filing, hearing, judgment and registration.

Contentious divorce

Configurable example
  1. 1Case preparation
  2. 2Court filing
  3. 3Family court hearing
  4. 4Judgment
  5. 5Registration
  • Sarah L.19 min
  • Thomas M.27 min
  • Camille D.32 min

Other workflows, tailored to your method.

Residence permit

8 steps in this example
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
  7. 7
  8. 8

2025 annual accounts

12 steps in this example
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
  7. 7
  8. 8
  9. 9
  10. 10
  11. 11
  12. 12

Every client moves at their own pace.

You stay in control of approvals.

Document requests, reminders and progress updates.

The demo

The solution, in video.

CONTACT IMPORT

Import your contacts. In 30 seconds.

From your CSV file, ready to import.

Your existing tools

CRM

  • HubSpot
  • Pipedrive

Spreadsheets

  • Excel
  • Google Sheets

Business software

Contact export
contacts.csv

Export → CSV import

NIDRIA
  • Dashboard
  • Cases
  • Clients
  • Workflows
  • Templates
  • Reminders
NIDRIAClients

Clients

33 contacts imported
PeopleCompanies
AllProspectsClients
Example contacts
NameStatus
Selected contactCamille MartinClient
Thomas BernardProspect
Sarah LaurentClient

Illustrative example

Certified electronic signatures

Get your documents signed.From Nidria.

Your templates, ready for every client.

Engagement letter

Place the signature areas for the client and your agency.

Client signature

Signature area

Agency signature

Signature area
Agency document template with signature areas for the client and the agency.Illustrative example

THE COMPARISON

All automated. More clients.Time for each one.

Scroll across the table to compare all three solutions.

Manual follow-up, a general-purpose CRM and Nidria compared across fifteen criteria in four groups.
What mattersBy handEmails and spreadsheetsGeneral-purpose CRM*Client follow-up to configureNIDRIAYour follow-up, already built in
AUTOMATED FOLLOW-UP
Shared client workflow
Follow-up to repeat
Shared workflow to build*
Your method carried out for every client
Automated reminders
To write and send
Rules and scenarios to set up*
You approve. Nidria sends the reminder.
Message templates
Copy, then adapt
Templates and variables to configure*
Reusable templates, automatic personalization
Supporting documents and files
Emails and files
Files attached to records
Every document at the right step
CLIENT EXPERIENCE
Client portal
Updates by email
Portal to add or configure*
Your client knows where things stand
Your branded portal
Emails in your name
Depends on portal and subscription*
Your logo, your colors, their language
Electronic signatures
Paper or a separate tool
Specific module or plan*
Certified, built into your workflows
Signature templates
Document to prepare again
Depends on the signature module*
Prepared once, reused for everyone
GETTING STARTED
Client import
Rework the files
File and fields to map
CSV import in 30 sec**
Contact management
Files to keep up to date
Contact records
Prospects, clients and companies together
Tailored client records
Columns to add
Properties to configure
Your fields, your business information
PERMISSIONS AND PRIVACY
Granular permissions
Sharing to manage
Permissions to configure*
Who sees what. Who can act.
GDPR and hosting
Yours to organize
Contract and hosting to check*
Documented GDPR framework. Hosting in Europe.
Data security
Depends on your tools and settings
Provider safeguards to check*
Encrypted exchanges and database
Respect for your data
Depends on your tools
Terms of use to check*
No resale. No AI training.

* CRM: depends on the tool, plan and modules. Nidria: depends on the plan.

** CSV file ready to import; time varies with volume.

Our privacy commitments

PRICING

On your own or as a team.

Your clients’ access is always included.

2 months free

15 days free · No credit card required

Independent

For your independent practice

€82.50
excl. tax / month, billed annually

€990 excl. tax billed annually

Save €198 excl. tax per year

  • 1 user included
  • 10 external providers included
  • Your client follow-up, automated
  • Certified electronic signatures
  • All the essentials below

FOR TEAMS

Firm

For following up with clients together

€125.00
excl. tax / month, billed annually

€1,500 excl. tax billed annually

Save €300 excl. tax per year

  • 3 users included
  • Everything in Independent
  • Shared follow-up for your team
  • Certified electronic signatures
  • 10 external providers included

Agency

For growing your business

€249.17
excl. tax / month, billed annually

€2,990 excl. tax billed annually

Save €598 excl. tax per year

  • 6 users included
  • Everything in Firm
  • Up to 15 external providers
  • Extended translation allowance
  • Guided onboarding, priority support

A demo tailored to your profession, with our team.

Savings compared with 12 monthly payments, excluding add-ons.

Additional users and plan details

Independent

Additional manager seat: €70 excl. tax / month

Additional reader: €12.99 excl. tax / month

Firm

Additional manager seat: €50 excl. tax / month

Additional reader: €12.99 excl. tax / month

  • Cases shared within your team
  • Live progress tracking
  • Electronic signature

Agency

Additional manager seat: €30 excl. tax / month

Additional reader: contact us for pricing.
  • Everything in the Firm plan
  • Extended translation allowance

Add-on prices are per additional user per month, excluding tax. Contact us for their annual billing terms.

Let’s discuss your needs for translation limits, access permissions, custom fields or multiple entities.

Let’s talk

In every plan

Your workflows

  • Unlimited workflows and cases
  • Automatic reminders, subject to your approval
  • Structured, locked steps

Your client portal

  • Your logo and colours
  • Automatic translation
  • Free access for your clients

Your organisation

  • Documents and messages at each step
  • Internal costs, hidden from clients
  • Dedicated provider portal

Your data

  • Import contacts from CSV
  • Export cases as PDF
  • Hosted in Europe

More than 10 users or multiple entities?Let’s talk

The team

Behind Nidria, people you can talk to.

Eric Schalk

Co-founder · Senior cybersecurity engineer

9 years of experience

Alex Montilla

Co-founder · Product & technology

Software architect and CTO for 15 years

Alexia McKee

Client relationships & support

Your everyday contact

Frequently asked questions

Before you get started.

Getting started

Can I import my clients?

Yes. Import the CSV file exported from your CRM or spreadsheet, then find your contacts in Nidria.

Do I need to replace my CRM?

Not necessarily. Nidria manages your prospects, clients and companies, with customisable records and automated follow-up. You choose which tools to keep.

Do my clients have to pay?

No. Their portal is included. They can follow their progress and upload documents from their browser, without installing any software.

What can I test during the 15 days?

Create a workflow, import a few clients and test their follow-up with your team. The trial is free, with no credit card required.

Staying in control

How is my data protected?

Your data is hosted in Europe. Data transfers and the database are encrypted. You manage access permissions. Your data is not used to train AI models.

Security and privacy
Are reminders sent without my approval?

No. Nidria prepares and schedules your reminders. You can edit the message and approve it before it is sent.

Can I get my documents signed?

Yes. Certified electronic signatures and signature templates are integrated into Nidria, depending on your plan.

Can I cancel and take my data with me?

Yes. Cancellation takes effect at the end of your billing period. You can export your data before leaving Nidria.

A demo with the team

See what you can automate.

A Nidria demonstration tailored to your profession.

30 minVideo call

Choose a time

  1. Your time
  2. Your details

Email us to book a demonstration. You can also start a trial directly.

Email us
Create my free account15-day trial · No credit card required