AI reception for CA, tax and legal firms
Client calls answered, filing-season queries triaged, and consultations booked, so partners stop losing billable hours to the phone.
0
Calls dropped during filing season
24/7
Intake cover outside office hours
22
Indian languages supported
Pain points we solve
- —Filing deadlines turn the office phone into a queue nobody can clear
- —Partners lose billable hours answering document-checklist questions
- —Prospective clients call once, get voicemail, and go to the next firm
- —Document collection runs over email threads that stall for weeks
Platform features for this industry
Answers from your own checklists
Upload your document checklists and standard engagement terms. Agents quote those, and say plainly when a question needs a partner.
No legal or tax advice
The agent is bounded to process, status and scheduling. Anything that would constitute advice is routed to a qualified person by rule.
Consultations booked against real availability
Two-way calendar sync so a booked consultation is genuinely blocked, with the matter summary attached before the partner joins.
Confidentiality by default
Client conversations stay inside your workspace with per-matter access, not in an associate's personal WhatsApp.
Before & after CallMissed
Before
Two associates on the phone through all of September instead of on client work
After
Routine calls handled end to end; partners see only the matters that need them
Sample end-to-end flow
Client or prospect calls → AI resolves checklist, deadline and status questions → collects outstanding documents on WhatsApp → books a partner consultation with the matter summary attached.
Integrations
FAQ
CA, Legal & Professional Firms questions, answered
Will it give tax or legal advice?
No. It is deliberately bounded to process, status, document collection and scheduling. Any question that would amount to advice is routed to a qualified person in your firm.
Can it handle the GST and ITR rush?
Yes, that is the case it is built for. Concurrent calls are not queued behind one another, so a deadline week does not produce a busy tone.
Where do client documents go?
Into your workspace, against the matter, with access scoped to the people you assign. They are not held in an individual's personal chat history.
Ready to deploy?
Book a demo for your ca, legal & professional firms use case, or start free and connect WhatsApp in minutes.