Professional services
Intake and chasing, off your desk.
Firms bill for judgment and spend their evenings chasing documents. Only one of those should be manual.
From first brief to adviser meeting
Prepare a qualified professional with the facts and documents needed for a useful conversation.
Fees
A straight answer about money.
Hourly rates, fixed-fee work and what a first meeting costs, before anyone asks twice.
What the customer sees
MessagesListDocument
What the team gets
Fees understood
Fixed fee quoted, first meeting free
Separate fixed fee work from hourly work
Say what the first meeting costs
Put the rate card in writing
Where client work gets buried in admin.
Collect what the professional needs before advice begins.
- Intake is a bottleneck at the top of the funnel
- A prospective client sends one message and waits. The partner who could answer is in a meeting, and the work goes to whoever replied first, which is often somebody else.
- Document chasing is endless and unbillable
- Every matter stalls on a document somebody has not sent, and the chasing is done by the most expensive person available.
- Clients ask for status constantly
- Where is my case, when will it complete, and what happens next are asked repeatedly and answered by hand.
- 01
Intake captured before a partner sees it
The AI agent asks the intake questions and keeps the answers with the client record, so the professional begins with the full context attached.
- 02
Document chasing that runs on its own
Follow-up continues until the outstanding document arrives or the client replies, then stops without another reminder.
- 03
Advice stays with the qualified professional
Anything that reads as advice stays in the same thread for a qualified professional. Messages sent at scale can require review of the exact wording before they go out.
Common questions
Will it give legal or financial advice?
No. Otobiz answers process and status questions from your documents and keeps anything that reads as advice with a qualified professional.
Can it chase outstanding documents?
A follow-up can continue until the document arrives or the client replies, then stop without another reminder.
Can partners be limited to their own clients?
No. Assignments make client ownership clear, but the contact list stays shared with the invited team.
Is there a record of what a client was told?
The send history keeps the exact message, reviewer, and delivery status for your team to inspect.
Can clients send documents by message?
Yes on WhatsApp and Messenger. They stay with the client record and are available only to the invited team and relevant branch.
Ready to put this to work?
Start with one customer journey and build from there.
7-day free trial. Nothing is charged when you start. Cancel before it ends and pay nothing.