An enquiry becomes a booked consultation — with intake documents attached before the consultant even walks in.
A professional services firm qualifies enquiries, books consultations, and often needs a signed agreement before real work starts. Here's exactly what happens when a prospect messages on WhatsApp.
An enquiry becomes a booked consultation
Prospect describes their need
"We need help scoping a new project, can we talk?"
AI books the right consultant
300 AED, a real slot with an available consultant.
Confirmed with a reminder
Booking confirmed instantly; a reminder lands ahead of the call.
Intake documents, requested and signed digitally
Firm requests intake documents
A secure document-request link goes out before the consultation.
Client uploads securely
Files are uploaded through a secure portal link, not over open chat.
Agreement signed digitally
Once ready, an engagement letter or agreement can be sent for a real e-signature.
From first message to a signed engagement
Secure document requests
A document-request link collects files securely — never over open chat.
Real e-signatures
Agreements and engagement letters get a genuine digital signature, not just a "got it" reply.
Multi-step follow-ups
Consultation, then project scoping, then a follow-up meeting — each booked in the same ongoing conversation.
See the full feature set
This case study covers one journey — the Retail & Services solution page covers everything the platform offers this sector.
This works the same way for your business type
Professional services is one example — the same building blocks adapt to law firms, accounting, and more.