An AI assistant for accountants, lawyers and consultants
Every enquiry interrupts work you bill for. Your agent answers the first questions, books the consultation and collects the documents.
Sound familiar?
Enquiries interrupt billable work
Every "what do you charge?" call breaks your concentration.
First calls that are not a fit
Half an hour spent with someone you cannot help.
Chasing documents
Clients send half of what you need, a week late.
Chasing invoices
Asking to be paid for work you have already done.
What your agent does
- Explains your services and starting fees, and what a new client needs to bring.
- Asks a few screening questions, then books a consultation with the right person.
- Sends document checklists and reminds clients about what is outstanding.
- Sends invoices and payment links. It never gives legal, tax or financial advice.
- Customer:
Hi, I'm a freelancer and need help with my tax return. What do you charge?
- Agent:
Hi! Tax returns for freelancers start from R1,200. Are you registered as a provisional taxpayer?
- Customer:
Yes I am
- Agent:
Thanks. I can book you a 30-minute call with Priya on Wednesday at 10:00 or Thursday at 14:30.
- Customer:
Thursday
- Agent:
Booked for Thursday 14:30. I'll send a checklist of the documents to have ready.
Tax-return-checklist.pdf
Example conversation. Naidoo & Associates is a made-up business.
What we automate for professional firms
The automations that matter most in your kind of business. Each one is also available on its own.
Documents
Forms, statements and paperwork sent, collected and filed without you opening your laptop.
Invoicing and payments
Invoices sent the moment the job is done, with a pay link and polite reminders until it's paid.
Scheduling and reminders
Bookings from any channel land in one calendar, with reminders and deposits to cut no-shows.
AI assistant
Answers enquiries and captures leads 24/7 on WhatsApp, your website, social media and email.
What's included
- Setup done for you from one onboarding form
- An agent trained on your services, prices and hours
- Answers to enquiries 24/7
- Lead capture, with handover to you when a person is needed
- Updates when your prices or hours change
Consultation bookings are on the Growth plan. Invoices and documents are on Full Ops.
Plans fromR1,499/month
Plus a once-off setup fee. All prices are in South African rand. No VAT is charged.
See pricingLet your agent take the next enquiry.
Message us on WhatsApp and tell us how your business works. We'll show you what your agent could handle.