Documentation
Get started with Mandato
A simple guide to getting your firm up and running: connect tools, import data and work with AI.
Product in beta — these docs are updated frequently.
Getting started
- Create your account and invite your team.
- Tour the dashboard: inbox, clients, matters, invoicing and KYC.
- Set your firm and client-portal language (ES/EN).
Connect Google Workspace
- Sign in with Google and authorise Gmail and Calendar.
- Sync is read-only until you enable sending.
- Emails and meetings are linked to the matter automatically.
Connect WhatsApp
- Link your number and use approved templates.
- Every conversation is logged on the client's matter.
Holded & FacturaE
- Connect Holded for invoicing and accounting.
- Generate compliant invoices (FacturaE) from the matter, with correct VAT/IRPF.
Import your client base
- Upload a CSV or Excel; we map the fields for you.
- AI sorts clients and matters into the right pipeline.
- Start with five matters if you'd rather ease in.
AI drafting (Claude)
- Generate drafts for emails, filings and summaries.
- Per-matter templates that learn your tone.
- Human review always: nothing is sent without your approval.
KYC & compliance
- Identity verification and PEP/AML screening.
- SEPBLAC reporting with an audit trail.
- Required documents by client type.
Security & data
- EU hosting, encryption and GDPR.
- Export or delete your data any time.