The reliable spine
The reliable spine is deterministic: timed, rules-based follow-up on the firm's own matter, deadline and pursuit data, with status updates, document and signature reminders, and acknowledgements that run on rules.
Professional Services (CA, Law, Consulting)
Client status and pursuit follow-up
Clients chase the firm for status ("is my return filed?", "where is the audit?") and the firm chases clients for documents and signatures, and all of it runs on someone remembering. On the growth side, quotes and pursuits go unchased and lapsed clients go un-worked, so earned relationships and warm work leak because follow-up relies on memory.
Who has it
CA, accounting and tax firms and company-secretary and compliance practices have the dominant use, in client status, document and deadline follow-up; law firms and advisory and consulting firms in pursuit chasing and lapsed-client win-back.
What we build
Standardised, timed, rules-based follow-up on the firm's own matter, deadline and pursuit data: proactive status updates, document and signature reminders, deadline alerts, a clear acknowledgement when something lands, and pursuit and lapsed-client follow-up sequences over WhatsApp and email. Routine nudges run on rules; nothing approval-gated touches a client with advice, a fee or a commitment.
What is automated, where AI helps, who signs off
Automation for the routine. A person on every decision that matters.
Where AI helps
AI is limited to reading the firm's own matter and pursuit data to time and target the right routine nudge; nothing approval-gated touches a client with advice, a fee or a commitment, and it never owns the number, the approval, the promise or the decision.
Who signs off
A named person signs off anything touching money, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
Clients feel proactively looked after instead of chasing; documents and signatures come in without the manual chase; pursuits get chased instead of dying; follow-up no longer depends on who remembered.
Illustrative outcome
Fewer client "where is it" calls; more pursuits and lapsed clients re-engaged.
Illustrative; final numbers come from your own data.
Path to the build
How this one gets built.
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
Related builds
What tends to pair with this one.
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