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.
听起来很熟悉？
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.
回复、记录、预约，一边你继续工作
- ✓ Qualifies the lead and pushes all data directly into Clio, Xero PM, or Hubspot
- ✓ Automatically chases clients for missing documents (IDs, forms) via WhatsApp
- ✓ Answers standard FAQ status updates by securely querying your CRM
- ✓ Issues the initial consultation fee invoice before the partner even takes the call
Explore Accountants & lawyers use cases
Everything 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.
为你的实用阅读 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.
25 个适用于小企业的 WhatsApp 自动回复模板（复制粘贴即可）
可直接使用的问候与离线消息，适用于下班后、繁忙时段、节假日和新咨询，按情形分组，并说明模板何时不够用。
英国小企业请虚拟接待员到底要花多少钱
按次、按分钟、按月包、内部雇员与AI：比较不同定价模式，并用简单算式算出你每条咨询的真实成本。
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.