Industries · Professional & financial services
Consultations that become engagements, and invoices that get paid.
Each enquiry moves from discovery call through conflict and risk check to engagement letter and signed client. Billing follow-ups are tracked on the same record, so fees don't slip at the end of the month.
Your pipeline
The stages your deals really move through.
- 01Lead Captured
- 02Consultation/Discovery
- 03Conflict-of-Interest & Risk Check
- 04Proposal/Engagement Letter Sent
- 05Negotiation
- 06Engagement Won
And when one doesn't work out:Declined
Customer fields
What your team records about every customer.
- Client IndustryText
- Annual Turnover/Employee CountNumber
- Service Line/SpecialisationPick one
- Engagement TypePick one
- Compliance Deadline/Next Filing DueDate
WhatsApp templates
Messages already written, ready to send.
- Consultation confirmation
Hi client name, your consultation with staff name is confirmed for date at time.
- Proposal sent
Hi client name, we've sent your engagement proposal for engagement name. Please review and let us know if you have any questions.
- Compliance deadline reminder
Hi client name, a reminder that your filing type filing is due on due date. Please share any pending documents at your earliest.
Highlighted words are filled in for each customer. Templates are submitted to Meta for approval on your own number, and you can edit the wording first.
After the sale
Customer requests, sorted as they arrive.
- Invoice/Billing Dispute
- Compliance Deadline & Filing-status Query
- Document Upload/Portal Access
- Scope-of-work Clarification
- Service-quality Escalation
Where to start
The parts that matter most for ca, legal & consulting firms.
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