Automate the intake. Focus on the advice.
Law firms, accounting practices, and consultancies spend senior time on administrative tasks that do not require senior expertise. Getting a new client into the system is entirely manual. We fix that so your professionals can do their actual work.
Hi, I need to schedule a legal consultation to review a business contract ⚖️
9:42 AM✓ Received! To book your Strategy Session, please complete a quick 2-minute intake here: legal.tech/intake
SentWhy professional services keep losing business to slow responses
Professional firms lose billable hours to administrative friction. Scheduling, document collection, client onboarding, and invoice follow-up all require precision but not professional judgment. These tasks consume hours every week that should be spent on client work.
Systems built for professional services
Client Intake Bot
Collects name, company, matter type, and urgency via WhatsApp. Creates a structured brief for the responsible professional before first contact.
Consultation Scheduler
Clients book a consultation slot directly via WhatsApp. A reminder goes out 24 hours before. Reschedule flow is included.
Document Request Automation
Sends document checklists and follows up on a schedule until all items are received. No manual chasing required.
Invoice & Payment Follow-up
Automated payment reminders at 3, 7, and 14 days after an invoice is issued, consistent in timing and professional in tone.
Services FAQ Bot
Answers questions about service scope, fees, and turnaround time so senior staff are not pulled away for basic queries.
After-hours Capture
When inquiries arrive outside office hours, the bot acknowledges receipt, collects the brief, and queues it for morning review.
Before and after integration
Audit to Go-Live in 7–14 days
Document your intake process
We map every step from first inquiry to matter open and identify every touchpoint handled manually.
Build the intake and scheduling flows
Configured to your practice area, team structure, and professional standards.
Connect your practice management system
New client details sync directly to your CRM, Notion, or practice management tool.
Your professionals start and finish the work.
The system handles intake, scheduling, document chasing, and billing follow-up. Your team handles everything that requires expertise.
Ready to automate your firm's intake process?
Book a free Strategy Session and we'll map your current workflow and show you where the hours are being lost.