The reliable spine
The concierge answers from live, connected data (service list, partner-by-area routing, filing status where available) so it never guesses; routine, reversible replies go out on their own.
Professional Services (CA, Law, Consulting)
WhatsApp and website concierge for the client front desk
The routine first questions ("which services do you offer", "which partner handles this area", "how do I start", "where do I send documents", "is my return filed", "what do you need from me") land on WhatsApp and the website and are handled slowly by hand or dropped, so the team burns its day repeating the same replies and the occasional good enquiry goes cold.
Who has it
Across all segments; highest value in CA, accounting and tax firms and company-secretary and compliance practices, where repetitive filing-status and document traffic is heaviest.
What we build
A WhatsApp and website concierge that answers the routine first questions any hour from the firm's own data, reads a free-text enquiry to work out which practice area and partner it belongs to, routes it in minutes, and books a callback with the right partner. It captures new enquiries straight into the pipeline.
What is automated, where AI helps, who signs off
Automation for the routine. A person on every decision that matters.
Where AI helps
AI reads a free-text enquiry from the firm's own connected data to work out the practice area and partner it belongs to and route it; it answers only from live data 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
No enquiry slips through; routine traffic is answered same-day; the team gets its day back for billable work; enquiries land clean into the pipeline.
Illustrative outcome
Same-day response on the bulk of routine client traffic; fewer dropped enquiries.
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.
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What tends to pair with this one.
Same industryApproval workflows for fees, waivers and engagement acceptanceSee what we buildSame industryAsk Your DataSee what we buildSame industryRecurring filing-cycle automationSee what we buildAgri-Inputs & AgritechWhatsApp concierge for the order, balance and service deskSee what we buildAgri-Processing & CommoditiesWhatsApp concierge for the dealer/buyer front deskSee what we buildAuto Components & AncillaryA WhatsApp concierge for buyer and dispatch updatesSee what we build
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