Run your ca / legal / consultancy business from one screen
CA firms, lawyers, tax and business consultants: consultation slots, retainer plans, compliance follow-ups. Enquiries, calls, WhatsApp, follow-ups and reports — set up in your own words from day one.
Enquiries from every channel
Website forms, Facebook / Instagram ads, WhatsApp, IndiaMART, Excel import and walk-ins land in one list, de-duplicated and auto-assigned.
Click-to-call and follow-ups
Call clients from the CRM, log the outcome in one click and never miss a follow-up — reminders come to the client coordinator's screen.
WhatsApp built in
Shared WhatsApp inbox, approved templates and broadcast campaigns on your own business number.
Appointments calendar + online booking
Day view per consultant, clash check, check-in / no-show, and a booking link your clients use to pick a slot themselves. WhatsApp reminder the day before.
Retainers and packages
Sell retainers with sessions, freeze / renew, part payments with printable receipts and expiry reminders.
Engagements and invoices
Book engagements with GST invoices, discounts with approval, payment links and refunds.
Targets, incentives and reports
Team targets, payouts, call QA and ready-made reports for owners and managers.
Ready on day one
Enquiry fields: Service needed · Business type · Firm / company name · PAN / GSTIN · Due date / hearing date · Case / requirement details
Starter retainers: GST + ITR retainer – 1 year · Consultation pack – 5 sessions
Try it with sample data in 2 minutes
Free trial, no card. Load example enquiries and bookings, then remove them when you go live.
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