IndustriesServices & professionals
WhatsApp AI for CA, law and consulting firms
Service and fee questions answered from your list, consultations booked, client documents filed on the thread — judgement left to the professional.
- On your own WhatsApp number
- Official Meta API
- Set up with you on a call
Private limited company register karna hai, 2 directors. Charges aur time?
Private limited incorporation with two directors is ₹12,000 all-in (government fees for ₹1 lakh authorised capital, DSC, DIN, name approval and MOA/AOA) and takes 7–10 working days once documents are in. Documents: PAN, Aadhaar, a photo, and address proof for each director, plus the registered-office proof. Would you like a 20-minute call with a partner first?
Yes, tomorrow afternoon. Also need GST after?
Tomorrow we have 3 pm and 4:30 pm — which one? GST registration after incorporation is ₹2,500 and about 5 working days; the partner can sequence both on the call.
3 pm
Booked: tomorrow 3:00 pm call on incorporation and GST. You can send the director documents here when ready.
Your customers
What ca, law firms & consultants get asked on WhatsApp
Every one of these gets an answer in seconds, from your own price sheet and documents.
- GST registration ka charge? Kitne din?
- Company incorporation — documents list?
- Consultation fee? Online possible?
- ITR filing last date nikal gayi, ab kya?" — handed to the CA
- Mera case strong hai?" — never answered by the agent
The AI agent
What the agent does for you
Answers from your service list. Each service as an offering with its fee (fixed or 'quoted after review') and the facts you approved — documents required, typical timelines, what the fee covers.
Books a consultation from the calendar, in person or online, and files the follow-up for the partner or associate.
Files the documents a client sends on their thread. Your team opens them from the contact's card.
Keeps the client's record. Entity type, services asked about, deadlines mentioned — so a returning client is not re-asked.
Hands over every question that needs professional judgement. A legal position, a tax treatment, a case's chances, a fee negotiation.
Fees and timelines are the firm's own list; whether the client needs an LLP instead is a judgement the partner gives on the call.
Your pipeline
Every lead on one board, in your words
You name the stages and write who belongs in each. Leads move as the chat fills in the details, and the reason is kept on the card.
New enquiry
Asked about a service or fee.
Consultation booked
A call or meeting is on the calendar.
Engaged
The client agreed to the fee; documents are being collected.
In progress
The work is filed with the authority.
Completed
Won — invoice paid, deliverable sent.
Campaigns
Campaigns that fit
A due-date reminder as a utility template to clients before GST or ITR deadlines, with a one-tap 'send my documents' reply.
A new-service announcement (e.g. startup registration) as a broadcast to clients and past enquiries, by entity type.
An invoice with a Pay-now link sent from the client's card at each milestone.
Getting started
Live in three steps
Connect your number
Link the WhatsApp number you already use (the WhatsApp Business app keeps working) and, if you like, Instagram.
Teach it your business
Upload your price sheet and documents, check what the agent read, and set your pipeline stages.
Rehearse, then go live
Try it in a test chat until the answers are right. We do all of this with you on a call; nothing to install.
Questions
Questions buyers ask
Still unsure? Ask us on WhatsApp — a person replies.
Will it give legal or tax advice?
Never. It states the services, fees and documents you listed and hands every question needing judgement to a person with the message written out.
Can it send invoices?
Your team composes a quotation or invoice on the client's card; it goes out as a PDF with an optional Pay-now link.
Is client data confidential?
Conversations and documents stay on your own WhatsApp Business account and in your workspace, with access by role; the agent knows only what you uploaded.
Which languages does it reply in?
It reads the language of each message and answers in it: English, Hindi, Hinglish and the regional languages your customers write in. Your team can take any chat over.
Does it work on the WhatsApp number we already use?
Yes, including a number you keep using in the WhatsApp Business app. The agent answers through the API alongside the app, and a reply you type in the app pauses the agent on that chat.
What does it cost?
The plan is set per organisation after a call; WhatsApp messages are billed at Meta's rates plus a stated markup on a prepaid balance. There is no public price list.
Where next
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