More time for clients, less time on admin.
Accountants, attorneys and consultants lose new clients in the gap before a reply, and lose hours to repetitive admin. We build firms an AI that handles new client intake, offers a consultation time, and takes the document and admin load off your team, so your people spend their time on the work clients pay for.
South African built. You own the system and the data.
- WEBSITE FORM · 23:47Riaan · new tax client, wants a consultdraft ready
- WHATSAPP · 02:14Thandi · do you handle estate work?replied 0:12
- MISSED CALL · 05:02Follow-up sent, consult slot offeredhanded to you
The expertise is not the problem. The intake and the admin are.
Your clients value the advice. What costs the firm is the time before you get to give it: the enquiry that waited, the scheduling back-and-forth, and the paperwork that piles up between the work that actually bills.
An AI that handles intake and admin, so your people advise.
We build you an AI that catches every new client enquiry the moment it arrives, answers the routine questions in your tone, offers a consultation time, and prepares the intake. The repetitive document work and routine correspondence are handled in the background, so your professionals spend their time on the advice clients pay for.
Anything that needs professional judgement is flagged and handed to the right person, with the client context already in front of them. It is set up with your confidentiality and POPIA rules in mind, it is yours, on your own accounts, and nothing of yours is ever locked away.
What firms ask.
Professional services lose new clients in the gap between a first enquiry and a reply, and lose hours to repetitive admin. We set up an AI that handles client intake the moment someone reaches out, answers the routine questions, offers a consultation time, and takes the repetitive document and admin work off your team, so your professionals spend their time on the work clients actually pay for.
Yes. Everything runs on your own accounts and tools, set up with your confidentiality and data rules in mind, including POPIA. Client information stays in your systems, not ours. Anything sensitive that needs professional judgement is flagged and brought to the right person, never sent on its own.
No, and it should not. The AI handles the routine, the scheduling and the admin so your people have more time for the conversations that matter. The professional advice and the relationship stay with you. Anything that needs your judgement is prepared and handed to you, with the client context already in front of you.
Yes. Alongside the intake and admin work, we can set up your online presence so the right clients find you, then make sure every enquiry that comes in is caught and answered quickly. Getting found and answering fast are what turn a search into a new client.
Explore the rest.
Lead generation
Catch every new client enquiry from your website, WhatsApp and missed calls, and follow up until the consult is booked.
See lead generation Operations systemsCRM setup
Every client and prospect in one place, set up properly, so nothing is lost and follow-up never slips.
See CRM setup Growth systemsWhatsApp & AI
Answer the routine client questions instantly, offer a consultation slot, and hand you anything that needs your judgement.
See WhatsApp & AIStart the conversation.
Reach out by email or WhatsApp, tell me about your firm and where the intake and admin are costing you time, and I'll come back to you personally, usually the same day.
Ready to give your team their week back?
Tell me where the new client enquiries come in and where the admin piles up, and I'll tell you straight whether we can help.
No obligation. If it is not a fit, we will tell you and point you somewhere better.