Filing season is here and half the papers are not
An AI agent rings clients of your CA firm or consultancy for pending documents and deadlines, takes new enquiries and leaves all professional advice to your people.
You asked in good time. The bank statements still arrive the week of the deadline.
Trainees spend filing season ringing clients for invoices instead of working on the books.
The partner sent a careful proposal two weeks ago, and nobody has had time to follow it up.
Where a practice loses its hours
You sell judgement by the hour. Each hour your people spend chasing a client for a paper is one you cannot bill. Agents do not give tax, financial or other professional advice: such questions go to your team.
Clients send documents at the last minute
GST invoices, Form 16, bank statements. Your firm needs them early and clients treat the deadline as the starting gun.
New enquiries reach a busy partner
A new client rings during a client meeting, gets no answer and calls the next firm in the search results.
Proposals are never followed up
The partner hates chasing, and a good proposal goes quiet because nobody asked.
Invoices age in silence
Nobody at a small firm wants to ring a client about money, so fees stretch past months.
Retainers renew by accident, or do not
An annual engagement ends and nobody discusses it until the client has found another firm.
- Date beside each paper
- New enquiry saved
- Partner notified
The agent chases the papers. Your people give the advice.
It rings clients for pending documents and deadlines, and takes new enquiries. All professional advice stays with your people.
- The agentRings ahead of each filing date and says what is pending
- The agentAsks new enquiries what they need and where they are based
- Your teamPartner gives the advice and rings back
What your team should watch.
Documents in by your internal date
How much of the client list has sent papers before the rush.
Reminders go out ahead of the deadline, on your schedule.Staff hours spent chasing
Billable people doing unbillable phone work.
Routine reminder calls move to the agent.Proposals with a known next step
How many proposals you can say something true about.
A follow-up call records where each decision stands.Invoices past due
Fees you earned and have not collected.
Polite reminder calls run on the date, not when someone feels brave.From referral to the next year's retainer
Clients mostly arrive through trust. They leave through neglect, usually a little at a time.
The shape is a picture of the idea, not measured data.
- A partner in a meeting misses the call.
- A slot is hard to agree, and the client gives up.
- Nobody follows it up.
- The client delays, and your team waits.
- The invoice ages because nobody wants to ask.
- The renewal date passes without a word.
The jobs, drawn as they run.
Each job is a workflow you can change, step by step. WhatsApp and SMS use your own connected account, from the Growth plan.
Chase the papers before the deadline week
Run a date-based workflow before each filing date. The agent says what is pending and asks when it will arrive, and a message carries the list.
A date beside each missing paper- WaitWaits until two weeks before the filing date
- Voice callAgent says what is pending and asks when it will come
- EmailWorkflow emails the checklist
- WaitWaits until the promised date
- Your teamStill pending: goes on your team's callback list
From your list to live calls.
No engineering team needed for any of this.
- 1
Bring your leads
Upload a CSV, connect Google Sheets or Facebook lead forms, or send them from your CRM.
- 2
Pick the job
Start from a ready-made agent where there is one, describe the job to Build with AI, or start blank.
- 3
Test it yourself
Talk to the agent in your browser. It takes test calls only until you press Go live.
- 4
Go live and watch
Add the numbers our team assigns you, set your calling hours, and watch each outcome as it lands.
It should sound like professional services.
The thing that gives an AI away isn't the voice, it's the silence around it. Put the right room behind your agent, and cover the real waits. Press play: this is the actual audio, not a mock-up.
A firm's desk: quiet, a keyboard, a colleague nearby. A client discussing filings expects a considered room.
Played only when the wait is real, like a specialist joining or a colleague's phone ringing. A one-second pause stays silent, the way it would with a person.
The agent rings the partner or staff member handling the file and drops them into the same live call, with the context handed over, so your customer never starts again. If nobody answers it takes a callback rather than promising someone who isn't coming. A supervisor can listen to any call, send the agent a private note the caller cannot hear, or take over entirely.
See how a handoff worksProfessional services questions, answered.
Are these agents real?
Can I change what the agent says for my professional services business?
Which languages can it speak?
What does it do about calling rules?
Can a person take over a call?
How long does it take to get started?
What does it cost?
Give your juniors back their filing season
Set up a test agent with your own client checklist and ring it as a late client. WhatsApp and SMS steps run on your own connected account, from the Growth plan. Email steps, hand-over to a person, Desks and Workspace come with Professional and Enterprise.