Professional Services
The document chase, run without you.
Consultation booking, document requests, status updates, deadline reminders and invoices. For firms whose real cost is chasing clients.
What it handles
Left is what happens in your business. Right is the message that goes out, without anyone remembering to send it.
New enquiry
What you handle, what it costs, and a slot to talk.
Engagement starts
The document checklist, one item at a time.
Document missing
A reminder that names the document.
Filing deadline near
A nudge with the date, to the client and your team.
Invoice raised
The invoice, then one polite follow-up.
The cost is the week you waited for a PAN card
Every engagement has a document nobody sent. Chasing it is unbillable time.
What happens to the data
Documents go behind expiring links, never as forwarded attachments. Client lists are never shared.
Try it on your firm's number
Message us and we'll build a working demo on your business number inside a day, using your own products and your own questions. No slide deck.
We answer 9am to 9pm IST, most days sooner.