Reclaim your billable hours from data entry.
Highly paid professionals lose hours every week to basic data entry, "did you get my email?" messages, and chasing clients for passports or tax documents. Susan sits on your front lines. She handles the initial triage, qualifies the client, pushes the data directly into your CRM, and automatically chases the client on WhatsApp for missing intake documents. By the time you sit down for the consultation, the file is complete.
Ăa vous parle ?
Chasing documents
Wasting billable hours begging clients for their ID, tax returns, or intake forms.
Endless status updates
"Did you get my file?" or "What's the status?" messages interrupt deep work.
Manual CRM data entry
Typing lead details from WhatsApp into Clio or Xero Practice Manager by hand.
Répondu, capté, réservé, pendant que vous travaillez
- â Qualifies the lead and pushes all data directly into Clio, Xero PM, or Hubspot
- â Automatically chases clients for missing documents (IDs, forms) via WhatsApp
- â Answers standard FAQ status updates by securely querying your CRM
- â Issues the initial consultation fee invoice before the partner even takes the call
Explore Accountants & lawyers use cases
Document Chasing
Never Chase Another Missing Document
DĂ©couvrez comment Susan aide âClient Status Updates
Instant Answers for Anxious Clients
DĂ©couvrez comment Susan aide âPayment Chasing
Stop letting overdue invoices strangle cash flow
DĂ©couvrez comment Susan aide âReceipt Chasing
Reconcile on time, without begging for receipts
DĂ©couvrez comment Susan aide âEverything You Need to Know About Susan for Accountants & lawyers
How does Susan AI work for Accountants & lawyers?
Susan connects directly to your primary business WhatsApp line and email. She auto-replies to incoming customer inquiries 24/7, quotes accurate prices from your approved price list, collects photos and booking preferences, updates Google Calendar, and chases unpaid invoices in Xero.
How much does Susan AI cost for a practice?
Susan is a 100% free tool to start. You can handle client communication and job processing 24/7 with zero credit card required, zero setup fees, and no hidden monthly retainers.
Can I control what Susan AI says to my clients?
Absolutely. You can choose full autonomy, draft-approval mode, or hybrid mode. You can set custom price lists, emergency escalation rules, and business facts, ensuring zero hallucinations.
Lectures pratiques pour votre practice
How Accountants and Lawyers Can Automate Client Document Chasing
Reclaim your billable hours by using AI and WhatsApp integrations to automate client document chasing, CRM data entry, and status updates.
Message d'Absence WhatsApp Exemple: 25+ RĂ©ponses Automatiques (Gratuit)
DĂ©couvrez 25+ exemples de messages automatiques et d'absence pour WhatsApp Business. ModĂšles gratuits Ă copier-coller pour votre entreprise.
Ce que coûte vraiment une réceptionniste virtuelle pour une petite entreprise au Royaume-Uni
Prix à l'appel, à la minute, abonnements mensuels, embauche en interne et IA : comparaison des modÚles tarifaires, avec des calculs simples pour connaßtre votre véritable coût par demande.
Live in under 10 minutes
No developers, no lengthy onboarding, no agency. Just WhatsApp and ten minutes of your time.
Connect your WhatsApp
Scan a QR code â the same way WhatsApp Web works. No new number, no technical setup. Takes under 2 minutes.
Teach Susan your business
Chat with her, share your website, or upload a document. She absorbs your prices, services, tone, and FAQs instantly.
Susan goes live
She starts handling enquiries, booking appointments, and capturing leads straight away. You get an alert for anything that needs you.