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
- 01
Prospect describes their need
"We need help scoping a new project, can we talk?"
- 02
AI books the right consultant
300 AED, a real slot with an available consultant.
- 03
Confirmed with a reminder
Booking confirmed instantly; a reminder lands ahead of the call.
Intake documents, requested and signed digitally
- 01
Firm requests intake documents
A secure document-request link goes out before the consultation.
- 02
Client uploads securely
Files are uploaded through a secure portal link, not over open chat.
- 03
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.