For accountants, solicitors, consultants, and advisors — AI that handles client intake, appointment booking, document requests, and FAQ so your team can focus on billable work.
AI handles the non-billable, repetitive work — so your team spends more time on the work that earns fees.
AI guides new clients through intake forms, collects required information, and triggers your onboarding process — before they've spoken to anyone.
Clients book meetings, consultations, and calls via WhatsApp or your website — synced with your calendar with automated reminders sent beforehand.
Chase outstanding documents via WhatsApp — dramatically faster than email. Clients can reply with photos or files directly in the conversation.
Answer common client questions instantly — service scope, timelines, fees, process steps — freeing your team from repetitive enquiries that interrupt deep work.
Proactively update clients on case or project progress via WhatsApp — reducing "any update?" calls that disrupt your team's flow.
After completing a matter, automatically request a Google or Trustpilot review via WhatsApp — and prompt happy clients to refer their contacts.
A new enquiry qualified, scoped, and booked — before any fee earner gets involved.
Book a free demo and see how AI can streamline your client communications and protect your team's time.