Never Chase Another Missing Document
Accountants and legal professionals waste countless hours repeatedly asking clients for missing documents, IDs for AML checks, and signed letters of engagement. Susan automatically follows up with clients via WhatsApp until they provide everything you need to proceed.
Sound familiar?
Constantly tracking who owes what
Manually checking folders and spreadsheets to see which clients haven't sent their statements or IDs takes hours.
Clients ignoring emails
Emails get buried, but WhatsApp messages have a 98% open rate, ensuring clients actually see your requests.
Wasted admin time
Your team spends hours sending the same reminder messages instead of focusing on high-value advisory or legal work.
Answered, captured, booked, while you work
- ✓ Automatic WhatsApp reminders for missing accounts, receipts, or legal IDs
- ✓ Collects files directly through a secure chat interface
- ✓ Integrates seamlessly with your existing document workflows
- ✓ Escalates to your team only when a client asks a complex question
Practical reads for your practice
25 WhatsApp Quick Reply Templates & Auto-Reply Examples (Copy & Paste)
25 copy-and-paste WhatsApp quick reply template examples and auto-reply greeting messages for small business, plus setup instructions for quick reply buttons in any whatsapp message.
Why small businesses lose half their WhatsApp leads (and how to stop)
Slow replies quietly kill more revenue than bad reviews. Here's why WhatsApp leads go cold so fast, and what answering in under a minute actually changes.
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 — 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.