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CRM Accounting

Dr. Schauer | CRM and a conversational Kanzlei stack

Kanzlei Dr. Schauer is a German tax and advisory firm. Metawork is rebuilding client acquisition in Pipedrive, from a qualification web form through classification to offer, and giving the team a conversational way to work: an MCP layer over the CRM plus a DATEV connector, so staff move data through an AI app instead of clicking through interfaces.

Duration 4 months
Tasks 151
Meetings 11
Industry Accounting

Recently touched

  • 2026-09-06 M8 — Schauer pilot rollout & compliance Open
  • 2026-09-06 Auth & connection handling (DATEVconnect / cloud) In Progress
  • 2026-09-06 Sally end-to-end test with a test account (confidentiality rule + sally_user_id) Open
  • 2026-09-06 Transcript / notes ingestion interface Open
  • 2026-09-05 Schauer tenant onboarding: ComputerBauer credentials into vault + first deploy attempt Open

What we built

110hours
151tasks
4 monthsduration
  1. 01

    Lead capture

    A multi-step qualification web form storing every answer against the Pipedrive person, organisation and lead

  2. 02

    Classification

    Answers drive qualification, each with its own follow-up path, plus a guided phone script for enquiries arriving at reception

  3. 03

    CRM structure

    Pipedrive fields, pipelines and stages designed around the qualification model, with inbound records syncing into respective CRM accounts

  4. 04

    Kanzlei MCP

    A team-facing MCP layer so staff reach CRM data, DATEV data and knowledge through an AI app

  5. 05

    Sync and alerting

    Nightly Pipedrive sync with a grouped alert digest, freshness-based conflict resolution

  6. 06

    Meeting notes

    A pipeline that captures meeting notes from Sally and turns them into summaries and assigned activities. Activities saved in Pipedrive and Microsoft Planner, depending on the assignee and their job.

  7. 07

    DATEV MCP

    The DATEV Connect API wrapped as MCP tools, multi-tenant with fail-closed firm resolution, deployed to Azure Container Apps with Entra authentication

  8. 08

    Compliance

    The paperwork such an integration needs in a German firm: AVV under Art. 28 and the professional-secrecy commitment under §203 StGB

Projects

  • DATEV MCP

    An MCP server wrapping the DATEV Connect API, so the accounting data a German firm keeps in DATEV is reachable from an AI assistant instead of only from the DATEV client. Reads are the primary use;…

    What we built

    • Endpoint inventory
    • Client & master data
    • Multi-tenancy
    • On-prem agent
    • Cloud deployment
    • CI/CD
    Read case study

  • Kanzlei MCP

    A team-facing MCP layer so the firm's staff move CRM and operational data through Claude instead of clicking through the Pipedrive interface. Only supervisors work in the CRM UI; everyone else gets…

    What we built

    • Tool surface
    • Inbound sync
    • Alerting
    • Meeting notes
    • Deployment
    • Onboarding
    Read case study

  • CRM

    The client-acquisition process of a German tax and advisory firm, rebuilt in Pipedrive. The Neumandatsprozess starts with a qualification form and ends with an onboarded client, and every step in…

    What we built

    • Qualification form
    • Classification routing
    • Pipedrive structure
    • Reception path
    • Telephony
    • Inbound sync
    Read case study